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December 14, 2020 12:00 AM

Xponance

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    Xponance made P&I's list of the best places to work for employers with 20 to 49 employees.

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    Xponance has its headquarters in Philadelphia and 42 employees. 

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    This year marks Xponance's first appearance on P&I's list of the best places to work in money management. 

    Xponance has its headquarters in Philadelphia.

    AUM as of June 30: $10.8 billion

    Employees: 42

    Years won: 2020

    3 cool things:

    • Pre-pandemic, sponsored holiday meals in the office at least twice a year, such as the Monday before Thanksgiving and around Christmas or Easter.
    • Weekly companywide meetings over Zoom, which include the CEO and the president/COO. Team members have played Uno and Trivial Pursuit together virtually. They’ve also come together for a virtual cooking lesson.
    • Recognition efforts include Employee of the Year award, with a monetary gift and/or travel valued at $2,000.

    Employees say:

    • “We are the result of the recent merging of two firms, so there are bound to be ripples. However, the firm management has done a good job in what can always be a difficult situation. It is definitely a fun and friendly environment.”
    • “We stay connected with each other weekly with a firmwide virtual call. We have implemented a monthly virtual game (at) lunchtime and a monthly virtual book club. We have actually grown closer as a firm during this pandemic.”
    • “The culture of the organization lends itself to a place where you feel you are a part. The special activities that are provided help you to appreciate the culture of Xponance because you are made to feel that you matter.”
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