WealthVest Globally Recognized as Great Place to Work in 2025
- WealthVest joins seven other Montana-based companies as a certified Great Place to Work. -
BOZEMAN, Mont. — August 7, 2025 | WealthVest, a Bozeman-based financial services wholesaling firm, announced today that they have earned the prestigious Great Place to Work CertificationTM. With the designation, WealthVest became one of just eight Montana-based companies recognized as a global leader in workplace culture, employee experience and leadership.
The recognition program surveyed WealthVest’s employees across five key dimensions to assess its status as a great place to work. WealthVest’s employees consistently ranked the company as a best-in-class, high-trust company in the areas of credibility, respect, fairness, pride and a sense of belonging.
“We’ve built a close-knit team at WealthVest, where people genuinely support one another, new ideas are encouraged and hard work is recognized,” said Tracie Gibbons, vice president of human resources and talent development at WealthVest. “We strive to make our employees feel valued and excited to come to work by making recognition a priority and keeping things engaging and fun with regular events and initiatives led by our team members.”
Founded in 2009, WealthVest is a leading distributor of annuities to financial professionals and insurance agents with a focus on the broker-dealer and bank channels. The company employs 80+ individuals nationally — 46 in Bozeman. WealthVest’s mission is to rethink retirement solutions and deliver financial services to support Americans’ retirement savings and income needs.
“Our people are our advantage and key to our success in this competitive market,” said Lincoln Collins, co-president and chief financial officer at WealthVest. “Many of them have been with us for 5 years, 10 years and more. We have a strong focus on training and development and on building a culture with a dual focus on fun and professionalism. This award is especially gratifying as it comes from the results of our employee survey. This will be critical for us to achieve our strong growth forecast.”
In earning the designation, WealthVest will be automatically considered for several other high-profile best workplaces lists, including the Best Workplaces in Financial Services & Insurance and the Fortune 100 Best Companies to Work For®.
Great Place To Work® seeks to offer best-in-class data about the employee experience, sourced and benchmarked from surveys taken by millions of employees globally. Certification is based on the Trust Index™, the organization’s research-backed employee experience survey.
To learn more about WealthVest and explore career opportunities with the company, visit www.wealthvest.com/careers.
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About WealthVest
WealthVest is one of the leading distributors of fixed, fixed index, registered index-linked and variable annuities—as well as structured products— to U.S. financial advisors and insurance agents. WealthVest’s strategic vision to rethink retirement is fueled by its proprietary thought-leadership, consumer-driven product design expertise, strategic marketing, technology, and specialization in both field and hybrid-based advisor wholesaling. Follow them on Facebook and LinkedIn or visit wealthvest.com.
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MEDIA CONTACTS:
WealthVest
Jackson Bolstad
Marketing Director
(406) 272-3759
jbolstad@wealthvest.com
Tracie Gibbons
VP, Human Resources & Talent Development
(406) 922-6253tgibbons@wealthvest.com