The Work Index by Flexa

Formidium

Formidium is a leading financial technology company that empowers advisors to build stronger client relationships and grow their practices.

https://formidium.com/
5.4

/10

Transparency ranking

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Description

Formidium is a financial technology company specializing in providing investment management solutions for financial advisors and their clients. The company leverages technology to streamline and enhance the investment process, offering a platform that helps advisors manage portfolios, analyze data, and automate tasks. They prioritize a personalized approach, aiming to empower advisors with the tools and resources they need to provide tailored investment strategies for their clients.

Formidium is committed to fostering a collaborative and supportive work environment. They value diversity and inclusion, encouraging employees to contribute their unique perspectives and ideas. The company offers competitive compensation and benefits packages, and they prioritize professional development opportunities to support employee growth.

Flexibility

Formidium offers a hybrid work environment, enabling employees to work from home and in the office. This flexibility allows employees to choose the work setup that best fits their individual needs and preferences. The company promotes a healthy work-life balance, recognizing the value of both professional growth and personal well-being.

Benefits

Formidium offers a comprehensive benefits package designed to support employee well-being. This includes health, dental, and vision insurance, a 401(k) plan with a company match, paid time off, and short-term and long-term disability insurance. Additionally, employees have access to life insurance, flexible spending accounts, and employee assistance programs.

Mission

Formidium is a financial technology company dedicated to empowering advisors and their clients by providing a modern, integrated platform for wealth management. They believe that by combining technology with financial expertise, they can create a seamless and efficient experience for both advisors and their clients. Formidium's mission is to simplify the complexities of wealth management, enabling advisors to focus on providing personalized advice and building lasting relationships with their clients.

Data-driven
Tech for good

Culture

Formidium fosters a culture of collaboration, innovation, and growth, valuing diversity and inclusion. They prioritize open communication and transparency, encouraging employees to share ideas and contribute to the company's success. The company emphasizes personal development and professional growth, providing opportunities for learning and advancement.

Agile and dynamic
Autonomous
Collaborative
Engaging
Entrepreneurial
People-first
Progressive
Supportive
Transparent

DE&I

Formidium is committed to building a diverse, equitable, and inclusive workplace where everyone feels valued and respected. They actively seek out and recruit individuals from a wide range of backgrounds and experiences, and are dedicated to fostering a culture of belonging where everyone has the opportunity to succeed. They strive to create an environment where all employees feel comfortable being themselves, and where their unique perspectives and contributions are celebrated.

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