5.0
Apr 21, 2026
Recommend
CEO approval
Business outlook
Pros
Great environment to learn across different areas beyond financial planning. It gives you exposure to what it is like to build a tech company, with learning opportunities far beyond what you would usually get in a traditional financial planning business. The cross functional exposure and development opportunities are unlike anything I have seen elsewhere. ESOP - Growth - Learning - Network
Cons
I relocated overseas with my wife, so I couldn't stay with the company.