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4.3
3 ratings
4.0
Salary & Benefits
5.0
Professional growth
4.3
Work-Life balance
4.0
Recognition & Support
4.3
Culture & Values
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Personal Capital is a firm aimed to transform the financial sector of people’s lives by implementing technology and people. Their business is built around people and aimed to improvise people's lives logically and personally by suggesting investments and managing their money. More than $14 billion of assets are under their management. Their investment clients are 25000 which are situated in 50 states. Personal Capital is taking care of the financial lives of more than 2.7 million lives. They ranked the best place to work in the region and they kept the title for 5 years continually. Their work environment promotes trust, innovation, and healthy practices to create improved financial lives. Their services are a combination of technology and fiduciary advisory which help in empowering investors along with their business model. They suggest personal and data-driven solutions to their clients. Their employee gets benefits including a company discount program, career development opportunities, 401k planning, team events, employee referral program, and much more.

Company - Private
Medium
Multiple locations
Commercial Banking Companies, Finance & Insurance Companies, Insurance Agency & Brokerage Firms
2009
Jay Shah
What departments Personal Capital employees work at?
DepartmentsRatio
Financial Analysts and Advisors30.6%
Chief Executives28.8%
other occupation21.4%
Computer / IT19.2%
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See what companies are similar to Personal Capital
Investing Companies
Investing Companies
Small size
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Team

Professional experience

How many years of experience do Personal Capital employees have before joining?
Years of experience at Personal Capital: Newcomers: 31%, Experiencers: 20%, Experts: 20%, Veterans: 29%. Personal Capital employees have less than 3 years experience on average before joining.
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Where did Personal Capital employees work before joining?
Where they've worked before Personal Capital: Charles Schwab, Edward Jones, Fidelity Investments. Typical Personal Capital employees have worked at Charles Schwab.
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Charles Schwab
Edward Jones
Fidelity Investments
What industries did Personal Capital employees work in previously?
Industry Background: The most typical industries of Personal Capital: Investing Companies, Insurance Agency & Brokerage Firms, Investment Banking & Securities Brokerage Firms, Finance & Insurance Companies, Commercial Banking Companies. Personal Capital employees most likely come from a Investing Companies industry background.
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Where did Personal Capital employees work before joining?
Past employers' size at Personal Capital: Small: 35%, Medium: 12%, Large: 53%. Most Personal Capital employees have previously worked at large companies.
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Educational background

What did employees at Personal Capital study?
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Where did employees at Personal Capital study?
California Polytechnic State University-San Luis Obispo
Colorado State University-Fort Collins
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Employee data

How long do people stay in a role at Personal Capital?
Time employed at Personal Capital: <1: 23%, 1-3: 48%, 4-8: 28%, 9-13: 1%, 14-20: 0%, 20+: 0%. Most Personal Capital employees stay with the company for 1-3 years which is less than the industry average.
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How does Personal Capital rank for age & gender diversity?
Gender ratio at Personal Capital: 81.8% Male and 18.2% Female. Age ratio at Personal Capital: 16-20: 0%, 21-30: 59%, 31-40: 31%, 41-50: 7%, 51-60: 3%, 60+: 0%. Personal Capital rates - 15.8% less female than the industry average. Most Personal Capital employees are 21-30, which is below the industry median age range.
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Career advancement

How does Personal Capital rank for career advancement?
Career advancement at Personal Capital: very high. Personal Capital ranks very high for career advancement which is above the industry average.
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What companies do Personal Capital employees go on to work at?
Future employers of Personal Capital: Apple, Charles Schwab, Facebook, Goldman Sachs, Inspirato. People who work at Personal Capital most typically go on to work for the Apple.
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Apple
Charles Schwab
Facebook
Goldman Sachs
Inspirato