Mission Wealth Named to Fortune’s 2024 Best Workplaces for Millennials

In
 / 
by Seth Streeter
 / 
July 18, 2024
Fortune 2024 Best Workplace for Millennials

Mission Wealth has been recognized by Great Place To Work® and Fortune magazine as one of the 2024 Best Workplaces for Millennials in the small to medium company category. This is the first time Mission Wealth has achieved this prestigious honor, debuting at No. 24 on the list. Securing a place on this list means the company has met stringent criteria, distinguishing itself as one of the top workplaces in the nation.

The Fortune Best Workplaces for Millennials™ list is based on nearly 510,000 survey responses from millennials working at eligible companies. To qualify, companies had to be Great Place To Work Certified™ and employ at least 50 millennials in the U.S.

“Being named a Best Workplace for Millennials is a testament to our incredible team,” said Seth Streeter, Chief Impact Officer and Co-Founder. “Their dedication and passion transform Mission Wealth into a vibrant and fulfilling workplace and their energy and humor make our environment both fun and thriving. We are deeply thankful for their contributions and celebrate this achievement together.”

The Best Workplaces for Millennials list is fiercely competitive. Survey responses provide a thorough snapshot of the workplace experience. Companies were chosen for their success in creating positive outcomes for millennial employees, regardless of job role, race, gender, sexual orientation, work status, or other demographic factors.

“Millennials are the largest generation in the workforce, and their experience is a strong indicator of overall company health,” says Michael C. Bush, CEO of Great Place To Work®. “These workers demand what every great workplace should provide: credible leadership, meaningful work, and a respectful, fair place to do their jobs.” 

“Congratulations to all of the Best Workplaces for Millennials finalists,” says Matt Heimer, executive editor for features at Fortune. “The expectations of this age cohort are setting a high bar for employers. Millennials place an unusually high priority on purpose-driven work and an equitable workplace. These companies are in step with these expectations, and they’re setting themselves up for continued success by committing to workplaces and environments that attract this pivotal generation of business talent.”

Mission Wealth’s Previous Great Place to Work® Achievements

  • Great Place to Work® Certified™ 2018, 2020-2024
  • #14 in Fortune Best Workplaces in Financial Services and Insurance™ 2023 (Small and Medium)
  • #2 Fortune Best Small Workplaces™ 2023
  • #17 in Fortune Best Workplaces in Financial Services and Insurance™ 2022 (Small and Medium)
  • #3 Fortune Best Small Workplaces™ 2022
  • #26 in Fortune Best Small Workplaces™ 2021
  • #31 in Fortune Best Workplaces in Financial Services and Insurance™ 2021 (Small and Medium)
  • #18 Fortune Best Small Workplaces™ 2020

Please read about Mission Wealth’s awards and accolades here. 

About the Fortune Best Workplaces for Millennials List

Great Place to Work selected the Fortune Best Workplaces for Millennials List by surveying companies employing more than 8.2 million people in the U.S. with 1.3 million confidential survey responses received. Of those, nearly 510,000 responses were received from millennials at companies eligible for the list and these rankings are based on that feedback.

About Great Place to Work

As the global authority on workplace culture, Great Place To Work brings 30 years of groundbreaking research and data to help every place become a great place to work for all. Their proprietary platform and For All™ Model help companies evaluate the experience of every employee, with exemplary workplaces becoming Great Place To Work Certified™ or receiving recognition on a coveted Best Workplaces™ List.

About Fortune

Fortune upholds a legacy of award-winning writing and trusted reporting for executives who want to make business better. Independently owned, with a global perspective and digital agility, Fortune tells the stories of a new generation of innovators, builders, and risk takers. Online and in print, Fortune measures corporate performance through rigorous benchmarks, and holds companies accountable. Fortune creates communities by convening true thought leaders and iconoclasts — those who shape industry, commerce, and society — through powerful and prestigious lists, events, and conferences, such as the iconic Fortune 500, the CEO Initiative and Most Powerful Women. For more information, visit fortune.com.

Award Methodology and Disclosure

To produce the Best Workplaces for Millennials, Fortune partnered with the people analytics firm Great Place to Work®. Great Place to Work has been surveying employees around the world about their workplace experiences for 30 years. Great Place to Work has developed a set of themes and metrics that not only reveal whether employees feel their workplace is great, but also predict retention, agility, and overall business success.

Using their proprietary Trust Index™ survey, Great Place to Work measures the core of what they know creates great workplaces — key behaviors that drive trust in management, connection with colleagues, and loyalty to the company. Please read the full methodology on their website here

Financial Guidance For Your Life Journey

Talk with a financial planner about your next steps.
Contact Us Today

Guidance For Your Full Financial Journey

Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00609539 07/24

Recent Insights Articles

The Quarterly Brief Newsletter and Market Perspectives for Q4 2024

Market Perspectives Q4 2024

November 19, 2024
As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy....
Important Estate and Tax Law Changes for 2025

Important Estate and Tax Law Changes for 2025

November 18, 2024
The IRS has unveiled crucial adjustments to tax brackets, credits, and deductions for 2025. Read more in this article....
What are Qualified Charitable Distributions (QCDs)

What are Qualified Charitable Distributions (QCDs)?

November 15, 2024
Qualified Charitable Distributions (QCDs) have become an even more powerful tool for charitably inclined investors, but how do they work?...