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intellicents named “Best Places to Work” in Money Management again

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December 12, 2023

New York, NY -  intellicents has been recognized as one of the 2023 “Best Places to Work in Money Management” by Pensions & Investments.  This is now the third time intellicens has made this prestigious ranking.


Presented by Pensions & Investments, the global news source of money management and institutional investing, the 12th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.


“intellicents has a tremendous culture and a youthful management core that is very rare in the financial industry…we have a lot of flexibility within our schedule to be able to come into the office or work remotely.  Our technology stack allows us to do that relatively seamlessly across ten offices,” expressed various employees when interviewed about the work environment. 


“This organization continues to provide a family feel even as we continue to grow and increase headcount.  Leadership is extremely passionate about our industry, the work we do and how we can truly help the American worker.  A recognition of work-life balance and community outreach efforts help employees understand the impact their work has on themselves and our local community.  The organization places a focus on helping clients of all backgrounds and wealth, allowing employees to feel the reward (of) helping previously underserved communities.”


On top of a distinct mission that employees pride themselves in, intellicents also provides some differenciating benefits and “cool things” that resulted in this recognition. During summer months, intellicents closes at noon on Fridays to provide employees an additional half-day to their weekend. They also offer remote work options so employees can have more flexibility around their everyday lives.  The company sponsors quarterly volunteer opportunities so all employees can have the chance to give back to the community.  This year, employees participated in a service committee project for Make-A-Wish that sent a little girl and her family in need to Disney World. Additionaly, intellicents provides a personal financial plan — dubbed intellisteps — to each team member and makes personal finance, insurance and retirement consultants available to help employees plan for the future.


“As their employees attest, the companies named to this year’s Best Places to Work list demonstrate a commitment to building and maintaining a strong workplace culture,’’ said P&I Executive Editor Julie Tatge.  “Even as firms grappled with volatile markets and stresses from the pandemic, their employees said they felt strong support from their managers, enabling them to do their best work.’’


“Pensions & Investments is proud to honor the Best Places to Work in Money Management for the 12th year.  A strong workplace culture that supports talent, advocates progress and drives innovation is paramount to driving the best outcomes and these asset managers demonstrate that.  Congratulations to the 2023 honorees for their commitment to employee well-being, attractive incentive structures and talent development that demonstrate how investing in your employees can elevate our industry to greater heights,” said P&I President and Publisher Nikki Pirrello.


“We implemented the intellicents business plan in 2016 with less than 20 employees.  It’s an aggressive plan centered on attracting great people from around the United States, and supporting them with a platform of great technology, and a culture of teamwork.  Quality, innovation, courage, passion, and collaboration are the core values that we live by,” stated Co-Founder and CEO of intellicents Brad Arends. “Today we are over 60 teammates in ten locations and growing in a pioneering environment that is willing to be first.”


Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.


The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.


For a complete list of the 2023 Pensions & Investments’ Best Places to Work in Money Management winners and profiles of the top 100 firms across size categories, go to www.pionline.com/BPTW2023


About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 50-year-old global news source of money management and institutional investing. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit them at www.pionline.com.


About intellicents

intellicents is reimagining financial services for employers and individuals. Through fiduciary retirement plan services for plan sponsors and participants, wealth management, worksite financial planning, and insurance consulting they are paving a smarter way for the American worker and their employer.


With headquarters in Eden Prairie, Minnesota*, and branch offices in Albert Lea, MN; Pella and Lake Mills, Iowa; Overland Park and Lawrence, Kansas; Tacoma, Washington; Golden, Colorado; Southlake and Austin, Texas; and Cleveland, OH, they serve almost 400 employers, with over 54,000 participants, and over $4.75 billion in retirement and another $1.3 billion in personal financial planning assets under management and advisement. More information about intellicents can be found at www.intellicents.com.

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