Hello, we're Personal Capital
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.
Why Work with Us?
We take care of our employees. We hire great people and we keep them happy. Our employees receive a top-notch package, combining competitive salary and equity compensation. Personal Capital was named "Top Place to Work" by the Denver Post for 2015, 2016, 2017, 2018, & 2019!
An Insider's view of Personal Capital
What are some social events your company does?
We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!
How do you collaborate with other teams in the company?
I work with and rely on Data Engineering to provide the data architecture needed for my analyses. I brainstorm promotion ideas with Sales, Marketing, and Product and track results in real-time. My insights and recommendations get presented to upper management to evaluate and implement, ultimately providing business intelligence using data.
What are some things you learned at the company?
We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.
How do you make yourself accessible to the rest of the team?
To make sure I'm regularly formally connecting with each member of my team, I schedule bi-weekly check-ins to see how they're feeling about everything from day-to-day challenges to long-term opportunities they want to tackle. In addition to that, we have an open work environment and I sit right in the middle of my team!
Manager | Senior Financial Advisor
How would you describe the company’s work-life balance?
With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.
Director of Human Resources: Talent Acquisition, Development, and Retention
Where we are
Located in the heart of downtown Denver!
Perks + Benefits
Volunteer in local community
Friends outside of work
Eat lunch together
Health Insurance & Wellness
Flexible Spending Account (FSA)
Child Care & Parental Leave
Generous Parental Leave
Company sponsored family events
Vacation & Time Off
Paid Sick Days
- The people and collaborative culture at Personal Capital are why I love coming into work every day. Managers keep you challenged and genuinely care about your success. Wouldn’t want to be anywhere else!
- Whether they're working to make the lives of our employees better, or working to make our clients' lives better, I'm inspired by my teammates daily. It makes me happy to know the work we are doing has value.
- My favorite piece about our office is looking around and thinking we built this together. For those I have worked with from the beginning or those I just met/hired..I look at them and think dang we are doing this & doing it better than everyone else!ChristineDirector of Advisory Operations
- At Personal Capital, we believe that engaged employees can better serve our clients. That’s why we provide opportunities for our employees to advance their careers and help our business grow.MichaelSenior Financial Advisor | Manager
Jobs at Personal Capital5 open jobs
Data + Analytics
Technology we use
- MarketoLead Gen
Articles we're in32 articles
Our funding history
$2M in FundingInvestors: Bill Harris
$0.3M in FundingInvestors: Rob Foregger
$10M in FundingInvestors: IVP
$15M in FundingInvestors: Venrock, Crosslink Capital, IVP
$25M in FundingInvestors: Crosslink Capital, BlackRock, Correlation Ventures, Corsair Capital, IVP, Venrock
$50M in FundingInvestors: BBVA Ventures, Corsair Capital, Crosslink Capital, IVP, Jump Capital, USAA, Venrock
$75M in FundingInvestors: IGM Financial
$40M in FundingInvestors: IGM Financial
$50M in FundingInvestors: IGM Financial