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PitchBook Data

484 Employee Ratings
484 Ratings
89% Verified
3.5
Unclaimed Profile
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RepVue Score

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PitchBook Data
484 Employee Ratings
89% Verified
3.5
Unclaimed Profile
81.75
RepVue Score
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Former Employee
3.7
Sep 19, 2024
My overall experience there was good, there were just a lot of changes over the last two years and leadership didn’t seem to be listening to the reps actually selling.
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Former Employee
2.4
Jul 15, 2024
My overall experience was that individuals at the firm were great but management and training was awful.
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Current Employee
3.4
Sep 8, 2025
Great company to get your toes in the water with the alternative investments space.
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Former Employee
1.7
Nov 26, 2025
Change the structure of the sales organization, with what seems to be no data backing most decisions. Inbound lead flow is very low. Management has all been with the company for 6+ years and is stuck in their ways. 5 days in the office for lower tenure. AI developments are solely relying on partnerships and the actual product is not being developed / close to...Read More
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