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Investia Financial Services

Is this your company?

Great Company to work with - Advisor Investia Financial Services Employee Review

5.0
27 Apr 2023
Recommend
CEO approval
Business outlook

Pros

Advanced technology, prompt resolution to problems, large network of expertise. The top brass listen to advisors, and take concerns to heart.

Cons

compliance is sticky but may be the whole industry.

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Investia Financial Services Response
2y
Thank you for sharing your perspective. We are happy to see our employees thriving at the company.

Explore other reviews about Investia Financial Services

1.0
27 Jan 2026
Recommend
CEO approval
Business outlook

Pros

- Benefits - Diversity and Inclusion - Work/life balance

Cons

- Limited or Lack of training - Bureaucracy - Lack of Support (to both employees and Investment Advisord) - Unqualified Executive (Peter Principle) - Decisions favour/benefit the company (Investia) at the expense of employees and associates (Investment Advisors) - growth through acquisition has led to increasingly reduced service and support to both employees and particularly to investment advisors: too big, too fast

3.0
29 Dec 2025
Recommend
CEO approval
Business outlook

Pros

Salary and work at home perks are good

Cons

training is inconsistent, things are often not explained well. Management doesn't see compliance as an asset and does everything possible now to minimize the expense. Expect micromanaging of your tasks

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