Personal Capital Mission, Vision & Values | Comparably
Personal Capital Claimed Company
Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. read more
EMPLOYEE
PARTICIPANTS
16
TOTAL
RATINGS
266
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Personal Capital Mission, Vision & Values

Personal Capital Mission Statement

Transforming financial lives through technology and people.

Personal Capital Vision Statement

No one has added Personal Capital's vision statement yet.

Personal Capital Values

  • We get behind being upfront
  • We work hard to make things simple
  • We make all our business personal
  • We team up to break down any challenge
  • We build and uphold our legacy of trust

Personal Capital Employee Alignment

33% of employees say that the main reason they stay at Personal Capital is because of the Personal Capital company mission. Comparably data clearly shows that a focused mission statement and cohesive core company values are vital to maintaining employee alignment.

AnswerPercent
Very Important100%
Important0%
Neutral0%
Less Important0%
Not Important0%
How important was your Company's mission while job searching?
AnswerPercent
Yes100%
No0%
Are your company's goals clear, and are you invested in them?
AnswerPercent
Career Advancement Opportunities0%
Work Life Balance50%
Company Mission0%
Healthcare & Benefits50%
Culture & Environment0%
Besides your Salary, what's most important to you about work?
AnswerPercent
Boss or Manager0%
Coworkers0%
Direct Reports0%
Company Mission/Vision0%
No One0%
To whom do you feel most loyal at work?
AnswerPercent
Company Mission33%
Comp & Benefits0%
Co-Workers67%
Comfort & Familiarity0%
Career Advancement Opportunities0%
What's the main reason you stay at your current company?
AnswerPercent
Transparency & Integrity0%
Teamwork & Winning100%
Speed & Innovation0%
Fun & Passionate0%
Diversity & Inclusion0%
Which of the following set of Company Values is most meaningful to you?

Personal Capital Culture at a Glance

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