Great environment to learn across different areas beyond financial planning. It gives you exposure to what it is like to build a tech company, with learning opportunities far beyond what you would usually get in a traditional financial planning business. The cross functional exposure and development opportunities are unlike anything I have seen elsewhere.
ESOP - Growth - Learning - Network
Cons
I relocated overseas with my wife, so I couldn't stay with the company.
1.0
26 Feb 2026
Anonymous employee
Former employee, more than 1 year
Recommend
CEO approval
Business outlook
Pros
Most of the staff are great and look out for each other.
Cons
Leadership reflects an exclusionary “boys’ club” ethos, grounded in outdated conceptions of what constitutes a healthy workplace. Narcissistic tendencies and entrenched misogyny are systemic rather than incidental. I would strongly caution others against pursuing opportunities here.