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Wellby Financial

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Wellby Financial Reviews

2.9

32% would recommend to a friend

(115 total reviews)
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Marty Pell

72% approve of CEO

43% positive business outlook

Wellby Financial has an employee rating of 2.9 out of 5 stars, based on 115 company reviews on Glassdoor which indicates that most employees have an average working experience there. The Wellby Financial employee rating is 22% below average for employers within the Finance industry (3.7 stars).

Reviews by job title

115 reviews
3.0
23 June 2026
Recommend
CEO approval
Business outlook

Pros

There are a select few really good leaders. Believe the overall vision of the company is good.

Cons

The culture in the branches is not the same as the vision at the top. Feels like we lost sight of the mission. Sales trumps anything else.

1.0
8 May 2026
Recommend
CEO approval
Business outlook

Pros

Strong goals to be a leader in the Greater Houston market; some talented individual contributors. Tech-forward organization with good exposure to cutting edge technology that serves as a good stepping stone to future opportunities.

Cons

Management Gap: Significant incompetence within the non-member-facing segments. Leadership lacks the vision to retain the talent they claim to want. ​The RTO Bait-and-Switch: The credit union recruits top-tier Houston talent only to "pull the rug out" with rigid RTO mandates, ignoring the flexibility modern professionals require. ​Stagnation & Nepotism: Promotions are rare for internal high-performers. Leadership frequently hires less-qualified external candidates based on personal relationships rather than merit. ​Retention Crisis: Constant churn across all departments is a direct reflection of a culture that doesn't value or provide opportunity for its staff.

Viewing 1 - 3 of 115 Reviews

Glassdoor has 116 Wellby Financial reviews submitted anonymously by Wellby Financial employees. Read employee reviews and ratings on Glassdoor to decide if Wellby Financial is right for you.