Headquarters: Atlanta
AUA: $7.5 billion as of June 30
U.S. employees: 61
Years Won: 2012, 2015-2024
Three cool things:
- Recruits from a diverse candidate pool through connections with historically Black colleges and universities in Atlanta and Raleigh, and a mentorship program with the student-managed investment funds at Georgia Tech University and the University of Georgia. Also hosts six to eight informal employee-led cultural conversations, offers women-focused leadership development and a formalized mentorship program.
- Promotes financial wellness by providing up to $400 monthly to licensed dependent care facilities within Georgia for employees, in addition to free access to financial planning and wealth advisory services. Promotes healthy well-being through annual Wellness Week, which includes topical lunch-and-learn sessions and informational workshops, on-site chair massages and conversations with a meditation specialist.
- Fosters fun through offsites and activities such as an annual holiday party, Halloween costume contest and volunteer opportunities. Also provides a firmwide volunteer day and another day for an employee to work with a nonprofit of their choosing.
Employees say:
- “The organization values its employees’ well-being and personal and professional growth. There is a strong, organic culture that is demonstrated from the top down.”
- “Everyone at Balentine is ready to work together to find solutions, and ready to take personal responsibility to see things through. We're all ready and willing to help each other.”
- “I feel like many organizations are not upfront about things that are potentially difficult to discuss. But we value and practice direct, professional communication, which benefits us in giving and receiving feedback, as well as relaying hard news. I appreciate a culture where we can address hard things.”
