"The reason why we exist hasn't changed since our founding…
to strengthen and secure our clients’ financial well-being.".
We help thousands of people feel more confident in their most important financial goals, manage employee benefit programs for over 200 businesses, and support more than 500
financial institutions with innovative investment and technology solutions to grow their businesses.
Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
We believe the more we can make financial planning clear and simple, the more confident you’ll be about the decisions you make. And the more you’ll get from our relationship together. Keeping your information and assets secure.
The protection of your portfolio and personal information is the foundation of our relationship. That's why we offer the latest technology to help give you the ultimate benefit—peace of mind.
Planning and Advice
From complex wealth management to your retirement needs, we can help you with financial planning.
Our Core Values
This entails delivering our services with an "investor first" approach. We make every decision in your best interest.
Diverse Portfolio
We offer multiple financial instruments which encourages diversification and mitigates risk.
We use the acronym ‘PEARL’ to define our culture and the way we behave.
♦︎ Performance: what we promise, we deliver
♦︎ Empowerment: we foster the creativity and talent of each individual employee
♦︎ Accountability: we take personal responsibility towards our clients, our colleagues, our shareholders, our communities
♦︎ Responsiveness: we act readily and sympathetically on suggestions, influences, appeals and efforts of our colleagues, management and clients
♦︎ Local embeddedness: we embrace the diversity of our teams and clients in the different core markets, and act accordingly.
We encourage all our employees to behave in a Responsive, Respectful and Results-driven way. These three values interact with each other and are key to the execution of Financeadge's strategy.
♦︎ Respectful: we treat people as being equal, we are transparent, we appreciate people for what they do and who they are, we trust people
♦︎ Responsive: we anticipate and act readily and sympathetically on suggestions, influences appeals or efforts
♦︎ Result driven: we deliver what we promise, we meet objectives and deliver in line with the required time, cost and quality
We use the acronym ‘PEARL’ to define our culture and the way we behave.
♦︎ Performance: what we promise, we deliver.
♦︎ Empowerment: we foster the creativity and talent of each individual employee.
♦︎ Accountability: we take personal responsibility towards our clients, our colleagues, our shareholders, our communities.
♦︎ Responsiveness: we act readily and sympathetically on suggestions, influences, appeals and efforts of our colleagues, management and clients.
♦︎ Local embeddedness: we embrace the diversity of our teams and clients in the different core markets, and act accordingly.
We encourage all our employees to behave in a Responsive, Respectful and Results-driven way. These three values interact with each other and are key to the execution of Financeadge's strategy.
♦︎ Respectful: we treat people as being equal, we are transparent, we appreciate people for what they do and who they are, we trust people
♦︎ Responsive: we anticipate and act readily and sympathetically on suggestions, influences appeals or efforts
♦︎ Result driven: we deliver what we promise, we meet objectives and deliver in line with the required time, cost and quality
We know that a diverse and inclusive workforce is a key to creating
a relevant and differentiated customer experience.
Building a connected and collaborative workforce that reflects the broader society will help us help our customers.
Read Glooverbell’s Diversity and Inclusion report and learn how we plan to bring about positive change for our organization.
Financeadge's self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. As a financial services firm dedicated to helping people live better lives by making financial expertise broadly accessible and effective, Financeadge is committed to continually strengthening diversity and inclusivity, in our workplace and our communities. We believe that building and sustaining this culture is both the right thing to do and a business imperative.
Being transparent with respect to diversity and inclusion efforts is vital for any organization. But it has taken on even greater importance in the past year with global and cultural events moving us to reflect on our priorities and the values most important to us. As always, we have a responsibility to identify the need for and to create positive change.
We know we must do more and that good intentions must be paired with actions, accountability, and outcomes. We have been actively listening to and learning from our associates, customers, and industry partners. These engaging and sometimes difficult discussions have propelled us to commit to five focus areas that we believe will engender further positive change for our organization:
* Increasing the diversity within our company, at all levels.
* Ensuring inclusion across our workforce, by removing the barriers that can deter or delay it.
* Creating new opportunities and value for our customers and the communities where we live, work, and serve, by participating in efforts addressing systemic issues that drive inequalities.
* Being open about our diversity and inclusion progress, including what is working and what is not with respect to increasing our diversity.
* Being clear about roles and accountability for all associates and working together to achieve our desired outcomes and to maintain our safe and inclusive workplace.
At Financeadge, we think broadly about how to support and promote diverse perspectives not only at our firm, but across the financial services industry and beyond. We’re committed to learning and exploring in this space.
In brief: We are Financeadge. We respect your privacy and work hard to protect the confidentiality of information that you give us. We will share your personal data with third parties only in the event that it’s needed for the provision of services and data you have requested (explained in detail in this privacy policy).