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Idea Financial

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Idea Financial reviews

Customer-focused, employee-focused and innovative. Great things to come! - Business Advisor Idea Financial Employee Review

5.0
Feb 1, 2018
Business advisor
Recommend
CEO approval
Business Outlook

Pros

Amazing workplace culture, flexible working environment, challenging/stimulating work, all while remaining customer-centric. The formula works and is one that is disrupting the 'traditional' financial industry indefinitely!

Cons

Awaiting for new office to be completed.

Explore other reviews about Idea Financial

5.0
Jan 5, 2026
Salesforce administrator
Recommend
CEO approval
Business Outlook

Pros

Idea is super really friendly and professional team

Cons

Nothing to fix, everything is super

3.0
Apr 27, 2026
Crm manager
Recommend
CEO approval
Business Outlook

Pros

Great employee benefits and perks, friendly environment, nice office facilities

Cons

Not a lot of professional development or training, makes it difficult if you’re unfamiliar with the industry.

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