Fortune Media and Great Place to Work® Honor Mission Wealth for its Outstanding Culture

We’re thrilled to announce that Mission Wealth has been recognized once again by Great Place to Work^® and Fortune magazine as one of the nation’s Best Medium Workplaces for 2024. This marks the firm’s fifth appearance on the prestigious list, and this year, Mission Wealth climbed to an impressive number 21. Being selected for this accolade affirms that Mission Wealth is not only one of the best companies to work for, but it also embodies a workplace culture that promotes growth, inclusion, and excellence.

What It Means to Rank Among the Best Medium Workplaces

This coveted list is the result of an extensive review process, which analyzed the survey responses of over 213,000 employees across Great Place to Work^® Certified™ companies with U.S. workforces between 100 and 999 employees. The list celebrates companies that prioritize workplace culture and provide an environment where employees thrive.

Reflecting on this achievement, Seth Streeter, Chief Impact Officer and Co-Founder of Mission Wealth, shares, “Creating an environment where team members from all departments thrive has been a driving force of Mission Wealth since day one.  We want our people to have a clear career path with vast upside opportunities, lots of support and mentorship, and to feel inspired by our mission of empowering families across the country to enjoy true wealth. We are grateful for our dedicated team and we know that the future is bright because of them!”

The Selection Process: What Sets Mission Wealth Apart

Competition for the Best Medium Workplaces list is fierce. Great Place to Work^®, known for its deep insights into workplace culture, uses its proprietary For All™ methodology to determine its rankings. This methodology involves rigorous analysis of employee surveys and company data as part of the largest ongoing annual workforce study in the U.S. This year alone, the study collected over 1.3 million survey responses, representing more than 8.2 million employees.

The survey responses paint a detailed picture of the workplace experience. Honorees were chosen for their ability to foster a positive environment for all employees, regardless of their role, background, or identity. Michael C. Bush, CEO of Great Place to Work^®, noted, “Some of the strongest work cultures we measure every year come from companies with relatively small headcounts. Companies that make this highly competitive list offer the care and support found at companies 10 times their size.”

A Legacy of Excellence: Mission Wealth’s Previous Recognitions

Our inclusion in the 2024 Best Medium Workplaces list is a continuation of a trend. Mission Wealth has consistently been acknowledged for its exceptional workplace culture. Here’s a look at our recent accolades:

Best Small Workplace: 2023 (#2), 2022 (#3), 2021 (#26), 2020 (#18)

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

These rankings reflect our unwavering commitment to creating an environment where employees feel valued and supported, which in turn allows us to provide the best possible service to our clients. You can read our full disclosures and rankings on our awards page.

Join the Mission Wealth Team

To view our open positions or merger opportunities, please connect with us via our careers page.

About the Fortune Best Medium Workplaces List

The Best Medium Workplaces list is built from feedback collected by surveying companies across the U.S., with 1.3 million confidential responses gathered from employees at companies that meet the criteria. More than 213,000 responses from eligible companies shaped this year’s ranking. Company scores are based on 60 employee experience questions from the Great Place to Work^® Trust Index™ Survey, which evaluates key aspects of workplace culture.

For more details on how to get involved in this prestigious list, visit www.greatplacetowork.com/best-workplaces/medium/2024.

About Great Place to Work

Great Place to Work^® is the global leader in workplace culture assessment and improvement. With 30 years of research behind it, Great Place to Work^® helps companies create exceptional environments for employees through its proprietary For All™ Model. Companies that demonstrate excellence in their workplace culture can become Great Place to Work^® Certified or earn a spot on the coveted Best Workplaces™ lists. Stay updated with Great Place to Work on LinkedIn, X, Instagram, or by visiting their website at greatplacetowork.com.

About Fortune

Fortune is a global leader in business journalism, offering award-winning insights and trusted reporting for executives around the world. Fortune is renowned for its prestigious lists, including the Fortune 500, and events such as the CEO Initiative and Most Powerful Women. For more information, visit fortune.com.