Best Small and Medium Workplaces in Financial Services and Insurance
To determine the Best Workplaces in Financial Services and Insurance in 2024, Fortune partnered with global people analytics firm Great Place to Work to analyze survey feedback representing more than 194,000 U.S. employees. See also: the Best Large Workplaces in Financial Services & Insurance.
Best Small and Medium Workplaces in Financial Services and Insurance Ranking (2024)
The Full Best Small and Medium Workplaces in Financial Services and Insurance List
Filters
Remove Rank | Remove Name | Remove Founded | Remove Sites | Remove Industry Vertical | |
|---|---|---|---|---|---|
| 1 | WestPac Wealth Partners | 2007 | 18 | Investments | |
| 2 | IntraFi | 2002 | 2 | Other | |
| 3 | CV3 Financial Services | 2023 | 3 | Other | |
| 4 | First American Equipment Finance | 1994 | 2 | Other | |
| 5 | Mission Wealth | 2000 | 28 | Other | |
| 6 | Nations Lending | 2003 | 130 | Other | |
| 7 | Nationwide Mortgage Bankers | 2011 | 40 | Banking/Credit Services | |
| 8 | City Credit Union | 1942 | 5 | Banking/Credit Services | |
| 9 | SterlingRisk | 1932 | 8 | General Insurance | |
| 10 | Circle | 2013 | 1 | Banking/Credit Services | |
| 11 | Vista Bank | 1912 | 17 | Banking/Credit Services | |
| 12 | Directors Investment Group | 1995 | 1 | Other | |
| 13 | Colorado Housing and Finance Authority | 1973 | 2 | Other | |
| 14 | Corestream | 2005 | 1 | General Insurance | |
| 15 | IAT Insurance Group | 1991 | 31 | Other | |
| 16 | Community Care Plan | 2000 | 1 | Health Insurance | |
| 17 | Bestow | 2017 | 1 | Life Insurance | |
| 18 | Wilber | 1964 | 3 | Other | |
| 19 | ESL Federal Credit Union | 1920 | 26 | Banking/Credit Services | |
| 20 | Matson Money | 1991 | 2 | Investments | |
| 21 | X-Caliber Capital | 2017 | 2 | Banking/Credit Services | |
| 22 | OneTrust Home Loans | 2013 | 18 | Other | |
| 23 | Dark Horse CPAs | 2015 | 26 | Accounting | |
| 24 | Allianz Trade North America | 1890 | 10 | General Insurance | |
| 25 | Coaction Specialty | 2009 | 5 | General Insurance | |
| 26 | Atlantic Casualty Insurance Company | 1971 | 9 | Other | |
| 27 | Wealth.com | 2021 | - | Other | |
| 28 | Consumers Credit Union | 1930 | 15 | Banking/Credit Services | |
| 29 | Evergreen Home Loans | 1987 | 48 | Other | |
| 30 | Generate Capital | 2014 | 3 | Other | |
| 31 | Bethpage Federal Credit Union | 1941 | 34 | Banking/Credit Services | |
| 32 | TwinFold Capital | 2008 | 1 | Other | |
| 33 | Longbridge Financial | 2012 | 3 | Other | |
| 34 | QEO Insurance Group | 2014 | 2 | Auto Insurance | |
| 35 | Allied Mortgage Group | 1993 | 14 | Banking/Credit Services | |
| 36 | TruChoice Financial Group | 2018 | 2 | Life Insurance | |
| 37 | G&G Independent Insurance | 2014 | 3 | General Insurance | |
| 38 | Coosa Valley Credit Union | 1954 | 11 | Banking/Credit Services | |
| 39 | MVB | 1999 | 10 | Banking/Credit Services | |
| 40 | Point Digital Finance | 2014 | 1 | Other | |
| 41 | National MI | 2012 | 1 | General Insurance | |
| 42 | Quorum Federal Credit Union | 1934 | 1 | Banking/Credit Services | |
| 43 | Ladder Financial | 2015 | 1 | Life Insurance | |
| 44 | Neches Federal Credit Union | 1952 | 14 | Banking/Credit Services | |
| 45 | 49 Financial | 2019 | 8 | Other | |
| 46 | Reliance Partners | 2009 | 9 | Other | |
| 47 | Stearns Bank | 1912 | 9 | Banking/Credit Services | |
| 48 | Advisors Excel | 2005 | 1 | Other | |
| 49 | Goldstone Financial Group | 2000 | 10 | Investments | |
| 50 | Merchants Fleet | 1962 | 3 | Other |
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