4.0
Aug 3, 2023
Anonymous employee
Current employee
Recommend
CEO approval
Business Outlook
Pros
Feels great to be part of an organization thats truly innovating the RIA custodial space.
Cons
Has not been fun recently with the growing pains.
Check out your Company Bowl for anonymous work chats.
The top reviewed jobs include
Users say... "Competitive pay" "Great coworkers." "The beautiful office space is also a nice place to work." "Decent benefits" "Very diverse team as well."
Users say... "Awful leadership." "not the best communication, fast turn overs, sometimes left in the dark." "The company has gone through two layoffs within a year, and the underlying issues haven’t changed." "This tells me that either the business model is bad or the CEO has no idea what he is doing or both." "You get no say in how the target it set which is the best way to ensure no bonuses are ever paid."