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  2. Best Places to Work in Money Management
December 09, 2024 12:02 AM

Agilis Partners

Caryl Anne Francia
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    BPTW_2024_Agilis.jpg

    Agilis staffers enjoy a holiday party at Puttshack.

    Headquarters: Waltham, Mass.
    AUM: $7.6 billion as of June 30
    U.S. employees: 41
    Years Won: 2022-2024

    Three cool things:


    • Sponsors a safe harbor 401(k) plan. Employees receive a 100% match up to the first 3% of deferred compensation, and 50% of the next 2%.
    • Promotes social environment through virtual happy hours and holiday parties with activities including miniature golf competitions, bowling tournaments and escape rooms challenges.
    • Coordinates on-site volunteer opportunities such as donating to charitable drives and preparing meals for a soup kitchen.

    Employees say:


    • “We are small, agile and growing. We have unique projects where employees can get involved. It’s easy to see how the work I do can impact the overall success and growth of the firm.”
    • “Management is very understanding about employees working from home or working hours to fit their life schedules, as long as work is high in quality and clients are satisfied. The company has been growing at a rapid pace, which allows for personal growth for employees with ambitions to advance their careers.”
    • “All voices are respectfully listened to. At Agilis, our individual opinions matter. It’s refreshing to be a part of an organization where I know for certain that I am not ‘just a number’ — and part of one that fosters healthy discussions and debates.”

    Related Article
    Agilis Partners launches annuity platform for workplace DC retirement plans
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    • Topics
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      • Artificial Intelligence
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      • Defined Contribution
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      • White Papers
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      • U.K.
      • Canada
      • Europe
      • Asia
      • Australia - New Zealand
      • Middle East
      • Latin America
      • Africa
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Influential Women in Institutional Investing 2024
      • Eddy Awards
    • Resource Guides
      • Active Thematic Global Equities
      • Retirement Income
      • Fixed Income
      • Pension Risk Transfer
      • Pooled Employer Plans (PEPs)
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • ESG Investing | Industry Brief
      • Innovation in ESG Investing
      • ESG Rated ETFs
      • Divestment Database
    • Defined Contribution
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      • The Plan Sponsor's Guide to Retirement Income
      • DC Money Manager Rankings
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      • Innovations in DC
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