Mission Wealth Named a 2024 Fortune Best Workplace in Financial Services & Insurance™

Mission Wealth is thrilled to announce our recognition as #5 on the 2024 Fortune Best Workplaces in Financial Services & Insurance™. This prestigious honor, awarded by Great Place To Work^® and Fortune, highlights the top companies that foster exceptional workplace cultures. Mission Wealth ranked fifth in the small-medium category, marking our fifth appearance on this highly competitive list.

This achievement underscores our commitment to creating a supportive and inclusive environment where our team can thrive. Earning a spot on the Best Workplaces list means that Mission Wealth is truly one of the best places to work in the country.

“We are truly honored to be named one of the best workplaces in financial services by FORTUNE this year. For over two decades, our focus has been on fostering a culture that not only prioritizes exceptional client service but also the growth and well-being of our team members,” said Matthew Adams, CEO and Managing Partner. “As a 100% employee-owned firm, we remain committed to building a lasting legacy—one that supports both the long-term success of our clients and the continued development of our team. The future at Mission Wealth looks brighter than ever, and we are deeply grateful to our clients, our dedicated team, and our valued partners for their ongoing support.”

What Sets This Recognition Apart

The Best Workplaces in Financial Services & Insurance list™ is determined through an in-depth analysis of survey responses from more than 194,000 employees at Great Place to Work Certified™ organizations. This rigorous evaluation process uses Great Place to Work’s proprietary For All™ Methodology, drawing from over 1.3 million survey responses and data from companies representing 8.2 million employees nationwide.

These surveys offer a detailed insight into the employee experience across companies of various sizes. Honorees, like Mission Wealth, are selected for their ability to deliver positive outcomes for all employees, regardless of their role, background, or identity.

Michael C. Bush, CEO of Great Place to Work^®, commended the honorees: “These companies not only outperform the industry average but have built workplaces that exceed expectations across every category. They showcase the power of building trust with employees, no matter the sector.”

Mission Wealth’s Commitment to Workplace Excellence

Our inclusion in the 2024 Best Workplaces in Financial Services & Insurance™ list extends a long-standing tradition of recognition for our workplace culture. Here’s a look at some of our recent honors from Great Place to Work^® and Fortune:

Best Small/Medium Workplace™: 2024 (#21 – medium), 2023 (#2 – small), 2022 (#3 – small), 2021 (#26 – small), 2020 (#18 – small)

Best Workplace in Financial Services and Insurance™: 2024 (#5), 2023 (#14), 2022 (#17), 2021 (#31), 2020 (#18)

Best Workplaces for Millennials™: 2024 (#24)

These accolades reflect our ongoing dedication to creating an environment where employees feel valued and supported. By prioritizing our team’s well-being, we’re able to continue delivering top-tier service to our clients.

How the Rankings Are Determined

The FORTUNE Best Workplaces in Financial Services & Insurance list is based on anonymous employee feedback collected by Great Place to Work^®. To qualify, companies must meet the Great Place to Work-Certified™ standard, ensuring survey results are representative of the entire workforce. The evaluation primarily focuses on employee trust and their ability to reach their full potential at work, regardless of who they are or what they do.

For this year’s list, the methodology analyzed feedback from over 280,000 employees across small and medium-sized businesses. Companies are ranked based on their scores across a variety of categories, including workplace culture, innovation, company values, and leadership effectiveness.

About Great Place to Work^®

Great Place to Work^® is the leading global authority on workplace culture. For over 30 years, they have surveyed millions of employees worldwide to better understand the elements that create high-trust, high-performance workplace environments. Their mission is to help organizations build great workplaces For All™, empowering leaders with the insights and data they need to enhance their company cultures. To learn more, visit greatplacetowork.com.