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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
Personal Capital Company Culture
Personal Capital Culture
This score is derived from employee ratings & reviewsA+
4.6/5
Top Rated Culture Dimensions
CEO Rating
A+Environment
A+Executive Team
A+Leadership
A+Perks & Benefits
A+Personal Capital CEO
Top 5%Top 5% of Similar Size Companies on Comparably
Jay Shah
92 /100
See More
Diversity at Personal Capital
Top 10%Top 10% of Similar Size Companies on Comparably
A
Diverse employees at Personal Capital have rated Leadership, Retention, and CEO Rating as the highest categories they have scored
Women at Personal Capital
Top 35%Top 35% of Similar Size Companies on Comparably
B
Women at Personal Capital have rated Team, Meetings, and Work Culture as the highest categories they have scored
Personal Capital eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"Top 10%Top 10% of Similar Size Companies on Comparably
Recommend to a Friend?
54
Personal Capital employees are 54% more likely to recommend Personal Capital as a great place to work
| 77% | Promoters |
|---|---|
| 0% | Passives |
| 23% | Detractors |
Working at Personal Capital
Working at Personal Capital is rated highly by 16 employees, across various culture dimensions. Personal Capital employees are most satisfied about CEO Rating, Environment, and Executive Team categories, putting Personal Capital’s culture in the Top 5% compared to similar sized companies on Comparably and in the Top 15% compared to other companies in Denver. See below in detail how working at Personal Capital was rated by employees.
Overall Company Culture at Personal Capital
A+
Overall Company Culture at Personal Capital is rated A+
Last updated months ago
Top
5%
Personal Capital ranks in the Top 5% of other companies on Comparably with 501-1,000 Employees for Overall Company Culture Score
Personal Capital Employee Reviews
Out of 20 Personal Capital employee reviews, 90% were positive. The remaining 10% were constructive reviews with the goal of helping Personal Capital improve their work culture.
| Positive Reviews | 90% |
|---|---|
| Constructive Feedback | 10% |
Positive Reviews From Personal Capital Employees
- What is the best part about your compensation package?6% match on our 401k
- What do you like best about the leadership team?Honest, transparent, fair, open, and fun
- What do you like best about the leadership team?Open minded, ethical, approachable, friendly.
Personal Capital Company Information
Personal Capital Company Overview
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.
Personal Capital was founded in 2009 and its current CEO is Jay Shah. Since its inception 17 years ago, Personal Capital has grown to 625 employees.
Personal Capital Mission, Vision & Values
Personal Capital Mission Statement
Transforming financial lives through technology and people.
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
| Headquarter | Fully Remote Denver, CO 80020 United States of America |
|---|---|
| Website | www.personalcapital.com |
| Founding Date | 2009 |
| Tel | (855) 855-8005 |
| Company Status | Private |
| Jobs | www.personalcapital.com/company/jobs |
| Social Sites |
Personal Capital Competitors
Personal Capital competitors include Credit Karma, LearnVest, Betterment, and MyVest. Personal Capital ranks 2nd in Overall Culture Score on Comparably vs its competitors. See below how Personal Capital compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.
Culture Video
Personal Capital Employees
Personal Capital has 625 employees. 16 employees at Personal Capital have reviewed Personal Capital across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.
Overall, the 16 Personal Capital employees give their leadership a grade of A+, or Top 5% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.
Employees at Personal Capital are generally satisfied with their total compensation at Personal Capital, which includes a combination of pay, stock and equity, and benefits.
Overall, employees at Personal Capital are extremely happy with their team. 16 Participants grade the quality of their coworkers an A. The majority believe the meetings at Personal Capital are effective, and the majority look forward to interacting with their coworkers.
The majority of employees at Personal Capital believe the environment at Personal Capital is positive. Most Participants believe the pace of work at Personal Capital is comfortably fast. About 50% of the employees at Personal Capital work 8 hours or less, while 10% of them have an extremely long day - longer than twelve hours.
Overall, the employees at Personal Capital are extremely happy, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.
Joining Personal Capital - Employee Onboarding
The prevailing opinion from employees about joining Personal Capital is that the company was prepared on their first day. Personal Capital employees concluded that their overall onboarding experience was positive. 100% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
Personal Capital KPIs and OKRs
At Personal Capital 100% of employees think their department KPIs and OKRs are clear. Employees’ understanding of Personal Capital's KPIs and OKRs is essential for its success. Out of 4 Personal Capital employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 4 have said yes.
Are your company's goals clear, and are you invested in them?
Are the KPIs/OKRs for your department clear?
Personal Capital CEO & Leadership
Personal Capital CEO - Jay Shah
92 /100
Jay’s approval rate is in the Top 5% of all CEOs of similar-sized companies on Comparably, and in the Top 5% compared to the CEOs of all other companies in Denver. Personal Capital’s CEO is highly regarded especially by employees in the HR department, employees with 3 to 6 Years experience, and Caucasian employees. However, employees with Over 10 Years experience and Male employees have a less favorable view of the CEO and believe there is room for improvement. Compared to Personal Capital’s competitors, Jay Shah ranks right above Betterment CEO Jonathan Stein. Under Shah’s leadership, Personal Capital employee respondents are most happy about their Environment and the company’s Executive Team. Professional Development and Gender are two areas, according to respondents, where Personal Capital could stand to see real improvement.
Personal Capital Leadership
The Personal Capital Executive Team is rated an “A+” and led by CEO Jay Shah, Founding Engineer and Chief Engineering Officer Ehsan Lavassani, and Chief Marketing Officer, Chief Strategy Officer Mark Goines
Jay Shah CEO / President
Jay Shah serves as the CEO / President of Personal Capital.
Ehsan Lavassani Founding Engineer and Chief Engineering Officer
Ehsan Lavassani serves as the Founding Engineer and Chief Engineering Officer of Personal Capital. Ehsan started at... read more
Mark Goines Chief Marketing Officer, Chief Strategy Officer
Mark Goines serves as the Chief Marketing Officer, Chief Strategy Officer of Personal Capital. Mark started at Personal... read more
Scott Kyle Vice President
Scott Kyle serves as the Vice President of Personal Capital. Scott started at Personal Capital in December of 2018.... read more
John Castelly Chief Compliance Officer
John Castelly serves as the Chief Compliance Officer of Personal Capital. John started at Personal Capital in July of... read more
Maxime Rousseau Chief Information Security Officer
Maxime Rousseau serves as the Chief Information Security Officer of Personal Capital. Maxime started at Personal Capital... read more
Jim Favero Chief Product Officer
Jim Favero serves as the Chief Product Officer of Personal Capital. Jim started at Personal Capital in August of 2012.... read more
Matt Voell Senior Vice President - Private Client Group
Matt Voell serves as the Senior Vice President - Private Client Group of Personal Capital. Matt started at Personal... read more
David Goodman Senior Vice President - The Private Client Group
David Goodman serves as the Senior Vice President - The Private Client Group of Personal Capital. David started at... read more
Personal Capital Salaries
How much does Personal Capital pay?
How much do people at Personal Capital get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Personal Capital is $97,843, or $47 per hour, while the estimated median salary is $97,475, or $46 per hour.
At Personal Capital, the highest paid job is a General Counsel at $217,220 annually and the lowest is an Admin Assistant at $37,773 annually. Average Personal Capital salaries by department include: Sales at $170,462, Marketing at $76,696, Admin at $65,136, and Operations at $109,082. Half of Personal Capital salaries are above $97,475.
13 employees at Personal Capital rank their Compensation in the Top 30% of similar sized companies in the US (based on 42 ratings) while 12 employees at Personal Capital rank their Perks And Benefits in the Top 5% of similar sized companies in the US (based on 14 ratings).
Last updated months ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $54k | $54k | 1st Percentile |
20th Percentile $75k | $75k | 20th Percentile |
40th Percentile $97k | $97k | 40th Percentile |
60th Percentile $179k | $179k | 60th Percentile |
80th Percentile $263k | $263k | 80th Percentile |
100th Percentile $354k | $354k | 100th Percentile |
$97,843*
Average Compensation
$97,475*
Median Compensation
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
Personal Capital Salaries by Department
Diversity & Inclusion at Personal Capital
Diverse employees at Personal Capital score the company 85/100 across various culture categories, placing Personal Capital in the Top 10% of companies on Comparably with 501-1,000 Employees for Comparably's diversity score. The Diversity score provides insights into how diverse employees feel and rate their work experience at Personal Capital across various culture dimensions.
At Personal Capital we celebrate our differences, together. We strive to make diversity, equity, and inclusion part of everything we do—from how we create a more representative workforce to a workplace that creates a sense of belonging for everyone.,,As part of Empower, we have been recognized by the Human Rights Campaign Foundation as a “Best Place to Work for LGBTQ+ Equality” for 2022. To earn top ratings, an employer must take concrete steps to establish and implement comprehensive policies, benefits and practices that ensure greater equity for LGBTQ+ workers and their families.
Ranked Culture the Highest
Ranked Culture the Lowest
Personal Capital Perks & Benefits
- Fully remote workforce - Unlimited PTO - 401k with a 6% company match - Inclusive healthcare benefits - Parental leave
Health & Wellness
- Dental Insurance
- Vision Insurance
- Health Insurance
- Life Insurance
Paid Time Off
- PTO / Vacation Policy
- Paid Holidays
- Maternity / Paternity Leave
Financial Benefits
- 401K / Retirement Plan
- Performance Bonus
- Tuition Reimbursement
Office Perks
- Company Social Outings
- Work From Home Policy
Personal Capital PTO
Personal Capital's PTO and Vacation policy typically gives 15-20 days off a year with 0% of employees expected to be work free while out of office. Personal Capital's benefits and PTO Package averages to represent a $1500 - $2500 cash value per month.
Other than healthcare, which of the following benefits is most important to you?
Does your boss expect you to work when you're on vacation?
What do you estimate the cash value of your benefits to be? Healthcare, PTO, etc?
Personal Capital Careers
Personal Capital Jobs
No Recent Jobs found for Personal Capital on Comparably
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H1B Visa
In 2019, Personal Capital applied for 20 H1B visas. Of the work permits applied for, 95% were approved.
Work Permit Application Outcome
Personal Capital has a total of 625 employees
20
Total Applied
H1B Applications Outcome
- 95% Granted (19 out of 20)
- 5% Denied (1 out of 20)
- 0% Withdrawn Application was withdrawn by the employer before approval/rejection ( out of 20)
- 0% Certified-Withdrawn Application was approved but later withdrawn by employer ( out of 20)
This data was calculated using publicly sourced data from OFLC Performance Data
Let Personal Capital Know You Want To Work There
Overview of Candidates Interested in Personal Capital on Comparably
Candidates By Department
Product | 38% | |
|---|---|---|
All Industries | 25% | |
IT | 13% | |
Marketing | 13% | |
Design | 13% |
Candidates By Location
San Francisco | 50% | |
|---|---|---|
Chicago | 13% | |
Redwood City | 13% | |
Boston | 13% | |
Los Angeles | 13% |
Frequently Asked Questions regarding Personal Capital
What is Personal Capital address?
Personal Capital location is at Fully Remote
Who is the CEO of Personal Capital?
Personal Capital CEO is Jay Shah, their score by employees is 92
What is Personal Capital eNPS?
The eNPS for Personal Capital is 54
What is the salary for Marketing Associate in Personal Capital?
Marketing Associate average salary in the US is 68k
What are the salaries in the Product in Personal Capital?
The average salaries for Product in Personal Capital is 155k
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