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Infinity Financial Advisory

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Messy backend, ambiguous client incentives - Anonymous employee Infinity Financial Advisory Employee Review

1.0
Feb 4, 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Good system, seamless application and CRM

Cons

Incentives given to clients come from adviser's pocket, only found out when it was deducted. Messy backend, department for adviser is inefficient, and provides misinformation. Not the best in compensation, be careful of their offers. Unfair, unmerited appointment for some.

Explore other reviews about Infinity Financial Advisory

4.0
Oct 25, 2025
Recommend
CEO approval
Business outlook

Pros

Young team, energetic,automatic system, passionate

Cons

Management experience , account team inefficient

3.0
Sep 9, 2025
Recommend
CEO approval
Business outlook

Pros

Strong training on products, and referral system

Cons

Limited opp for cold mkt

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