Powhatan County-based PIEtech Inc. develops financial software used in public and private companies across the country.

As the creator of the MoneyGuide family of financial planning applications, PIEtech software affects millions of people in the United States. Nearly 2 million financial plans have been created using MoneyGuide solutions in the past year, PIEtech said.

“The typical PIEtech employee is hardworking, dedicated and willing to go the extra mile for our customers,” the company said. “We are adaptive and flexible, embrace change, enjoy coming to work and like to have fun. It’s a very work hard, play hard environment.”

The candidate pool consists largely of students from the company’s internship program and employee referrals, said Kelly Jordan, PIEtech’s head of human resources.

“Our culture is built on community and making the workplace an engaging place to be,” she said. “Once employees and interns experience our company culture, they want to continue working here and encourage their friends to do the same.”

The company has grown at a rapid pace, doubling in size in the past five years to about 140 employees, Jordan said. “The growth has allowed us to bring in great talent and organize departments for efficient work and better communication.”

PIEtech regularly faces new challenges and opportunities, she said.

“We are constantly looking at how we can improve our software to stay ahead and take advantage of new technology innovations that are available to us,” Jordan said.

The company hosts monthly employee events and biweekly chair massages, and employees take breaks to play ping pong, foosball and shuffleboard. They also participate in charitable activities.

“We believe that when you take care of your employees, they in turn will take care of your customers,” Jordan said. “We work very hard to create an environment where our employees enjoy spending their time. From community engagement to dogs in the office, snacks for employees and the biweekly massages, we make sure our employees enjoy being here.”

In comments for the Top Workplaces nomination, employees said they are given opportunities to solve problems and the freedom to do their jobs to the best of their abilities.

PIEtech, founded in 1997, recently announced it will be acquired in a $500 million deal by Envestnet, a Chicago-based wealth management technology firm. It will stay in Powhatan and be locally run.

The transaction — $295 million in cash and about 3.2 million shares of Envestnet common stock — should close midyear.

“We are really excited about this new partnership and are happy to be able to maintain the same culture that makes us a Top Workplace,” Jordan said.

Sign up to receive daily business news emails from The Times-Dispatch

* I understand and agree that registration on or use of this site constitutes agreement to its user agreement and privacy policy.
Load comments

You must be a full digital subscriber to read this article You must be a digital subscriber to view this article.