We believe in the power of technology to change the financial industry, making it more accessible, affordable, and honest. And we believe in the power of people to change the nature of investment advice, making it more transparent, objective, and personal. read more
Personal Capital Company Culture
Personal Capital Culture
This score is derived from employee ratings & reviews4.1/5
Personal Capital's Overall Culture is rated B
Top Rated Culture Dimensions
CEO Rating
A+Gender
A+Leadership
AManager
AExecutive Team
A-Personal Capital CEO
Top 5%Top 5% of Similar Size Companies on Comparably
Jay Shah
84 /100
See More
Diversity at Personal Capital
Top 20%Top 20% of Similar Size Companies on Comparably
B+
Diverse employees at Personal Capital have rated Manager, Leadership, and CEO Rating as the highest categories they have scored
Women at Personal Capital
Top 5%Top 5% of Similar Size Companies on Comparably
A+
Women at Personal Capital have rated Retention, Leadership, 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 50%Top 50% of Similar Size Companies on Comparably
Recommend to a Friend?
25
Personal Capital employees are 25% more likely to recommend Personal Capital as a great place to work
| 58% | Promoters |
|---|---|
| 9% | Passives |
| 33% | Detractors |
Working at Personal Capital
Working at Personal Capital is rated highly by 14 employees, across various culture dimensions. Personal Capital employees are most satisfied about CEO Rating, Leadership, and Manager categories, putting Personal Capital’s culture in the Top 25% compared to similar sized companies on Comparably and in the Top 25% compared to other companies in San Francisco. See below in detail how working at Personal Capital was rated by employees.
Overall Company Culture at Personal Capital
B
Overall Company Culture at Personal Capital is rated B
Last updated months ago
Top
25%
Personal Capital ranks in the Top 25% of other companies on Comparably with 1-10 Employees for Overall Company Culture Score
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Personal Capital Mission, Vision & Values
Personal Capital Mission Statement
We believe in the power of technology to change the financial industry, making it more accessible, affordable, and honest. And we believe in the power of people to change the nature of investment advice, making it more transparent, objective, and personal.
Personal Capital Values
- objective
- holistic
- transparent
- dedicated
- strategic
- personal
| Headquarter | One Circle Star Way, First Floor San Carlos, CA 94070 United States of America |
|---|---|
| Website | www.personalcapital.com |
| Company Status | Private |
Personal Capital Competitors
Personal Capital competitors include Wealthfront, Prudential, and SigFig. 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
14 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 14 Personal Capital employees give their leadership a grade of A, or Top 10% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.
Employees at Personal Capital are pleased with their total compensation at Personal Capital, which includes a combination of pay, stock and equity, and benefits.
Overall, employees at Personal Capital are pleased with their team. 14 Participants grade the quality of their coworkers a C+. 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 extremely fast. About 89% of the employees at Personal Capital work 8 hours or less.
Overall, the employees at Personal Capital are 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 Comparably users in San Francisco about their company is that it was very prepared on their first day. San Francisco employees concluded that their overall onboarding experience was positive. 78% 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
Employees’ understanding of Personal Capital's KPIs and OKRs is essential for its success. Out of 2 Personal Capital employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 2 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
84 /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 San Francisco. Personal Capital’s CEO is highly regarded especially by employees with Over 10 Years experience, Male employees, and employees with the company for 2 to 5 Years. However, Female employees and Caucasian 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 Wealthfront CEO Andy Rachleff. Under Shah’s leadership, Personal Capital employee respondents are most happy about their Leadership and the company’s Manager. Perks And Benefits and Office Culture 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, Senior Vice President & Team Leader Scott Baber, and Senior Vice President - The Private Client Group David Goodman
Jay Shah CEO / President
Jay Shah serves as the CEO / President of Personal Capital.
Scott Baber Senior Vice President & Team Leader
Scott Baber serves as the Senior Vice President & Team Leader of Personal Capital. Scott started at Personal Capital in... 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
Joshua Fishman Senior Vice President -Private Client Group
Joshua Fishman serves as the Senior Vice President -Private Client Group of Personal Capital. Joshua started at Personal... read more
Pablo Fitting Senior Vice President
Pablo Fitting serves as the Senior Vice President of Personal Capital. Pablo started at Personal Capital in November of... 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
Jacqueline Quasney Senior Director, Brand & Creative Services
Jacqueline Quasney serves as the Senior Director, Brand & Creative Services of Personal Capital. Jacqueline started at... read more
Jordan Pedron Vice President
Jordan Pedron serves as the Vice President of Personal Capital. Jordan started at Personal Capital in June of 2017.... read more
Diversity & Inclusion at Personal Capital
Diverse employees at Personal Capital score the company 78/100 across various culture categories, placing Personal Capital in the Top 20% of companies on Comparably with 1-10 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.
Ranked Culture the Highest
Ranked Culture the Lowest
Personal Capital PTO
Personal Capital's PTO and Vacation policy typically gives 20-30 days off a year. Personal Capital's benefits and PTO Package averages to represent a $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
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Frequently Asked Questions regarding Personal Capital
What is Personal Capital address?
Personal Capital location is at One Circle Star Way, First Floor
Who is the CEO of Personal Capital?
Personal Capital CEO is Jay Shah, their score by employees is 84
What is Personal Capital eNPS?
The eNPS for Personal Capital is 25
Who are Personal Capital competitors?
Personal Capital main competitors are Wealthfront, Prudential, SigFig
Who is Personal Capital leadership?
Scott Baber, David Goodman & Joshua Fishman are part of Personal Capital leadership, Jay Shah is the CEO
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