Mission Wealth Named #2 Best Small Workplace for 2023

In
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by Seth Streeter
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August 31, 2023
Mission Wealth Named #2 Best Small Workplace 2023 by Fortune

Great Place to Work® and Fortune Magazine have honored Mission Wealth as one of the 2023 Best Small Workplaces™. This is Mission Wealth’s fourth consecutive time being named to this prestigious list, coming in this year at #2 out of 100 companies. Earning this top spot means that Mission Wealth is one of the best companies to work for in the country.

The Best Small Workplaces award is based on an analysis of survey responses from more than 280,000 current employees. In that survey, 100% of Mission Wealth’s employees said it is a great place to work. This number is 43% higher than the average U.S. company at 57% (Source: Great Place to Work® 2021 U.S. National Employee Engagement Study).

“We are honored to be recognized by FORTUNE as the number 2 best workplace in the nation. For over 20 years, we have been focused on building a strong culture reflective of our dedication to client service and to the growth and development of our team members,” said Seth Streeter, Chief Impact Officer and Co-Founder. “As a 100% employee-owned firm, we are dedicated to building a firm of permanence that will serve our clientele for many decades to come and that will also ensure our team members tremendous career advancement opportunities. We feel the future is very bright at Mission Wealth and are incredibly grateful to our clients, our team, and our corporate partners.”

The Best Small Workplaces list is highly competitive. Great Place to Work, the global authority on workplace culture, selected the list using rigorous analytics and confidential employee feedback. Companies were only considered if they are a Great Place to Work-Certified™ organization.

Great Place to Work is the only company culture award in America that selects winners based on how fairly employees are treated. Companies are assessed on how well they are creating a great employee experience that cuts across race, gender, age, disability status, or any aspect of who employees are or what their role is.

“These companies may be small in size, but their impact and commitment to improving employee experience stacks up against some of the world’s largest corporations,” says Michael C. Bush, CEO of Great Place to Work®. “Their ability to scale business while maintaining a high level of employee care is nothing short of amazing. A job well done to the Best Small & Medium Workplaces.”

Mission Wealth Previous Fortune Honors

Best Small Workplace: 2022 (#3), 2021 (#26), 2020 (#18)

Best Workplace in Financial Services and Insurance: 2022 (#17), 2021 (#31), 2020 (#18)

Methodology

To determine the 2023 Best Small Workplace list, Fortune partnered with the people analytics firm Great Place to Work® to analyze anonymous survey feedback representing more than 280,000 employees working in small- and medium-sized businesses in the United States. Employees responded to over 60 survey questions describing the extent to which their organization creates a Great Place to Work For All™. Eighty-five percent of the evaluation is based on what employees say about their experiences of trust and reaching their full human potential as part of their organization, no matter who they are or what they do. Great Place to Work analyzes these experiences relative to each organization’s size, workforce makeup, and what’s typical relative to their peers in the industry. The remaining 15% of the rank is based on an assessment of all employees’ daily experiences of innovation, the company’s values, and the effectiveness of their leaders, to ensure they’re consistently experienced.

To be considered, companies had to meet the Great Place to Work-Certified standard. To ensure survey results truly represent all employees, Great Place to Work requires that Trust Index© survey results are accurate to a 95% confidence level with a 5% margin of error or better. We review any anomalies in survey responses, news, and financial performance to ensure there aren’t any extraordinary reasons to believe we couldn’t trust a company’s survey results. Companies with 10 to 99 people were considered for the small list. Mission Wealth did not pay an application fee but paid a logo publication fee of $5,300.

About Great Place to Work®

Great Place to Work® is the global authority on workplace culture. Since 1992, they have surveyed more than 100 million employees worldwide and used those deep insights to define what makes a great workplace: trust. Their employee survey platform empowers leaders with the feedback, real-time reporting, and insights they need to make data-driven people decisions. Everything they do is driven by the mission to build a better world by helping every organization become a great place to work For All™. Learn more at greatplacetowork.com.

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