For a tenth consecutive year, Satori Capital was honored with a “Best Places to Work in Money Management” award from Pensions & Investments magazine. This year, Satori ranked fourth in the small employer category. Overall, 113 employers were included in the 2024 rankings.
The P&I program identifies and recognizes companies in the money management industry that build healthy and thriving work cultures. P&I partnered with partnered with Workforce Research Group to conduct a two-part survey process of employers and their employees, evaluating companies’ workplace policies, practices, philosophy, systems, and demographics. View the full list of honorees here.
Satori was recognized for covering full insurance premiums for team members and their dependents, as well as for its Optimal Living program that includes benefits such as daily chef-prepared healthy lunches, a weekly onsite chiropractor and masseuse, and an annual $1,000 health and well-being stipend to be used at each team member’s discretion.
The profile on Satori also noted that the firm hosts a variety of social activities, including an end-of-summer bash, a pickleball tournament between staff and interns, and an annual gratitude dinner where awards and personal letters of gratitude are given to team members and their guests.
Satori’s employer profile in P&I‘s December 2024 issue includes the following quotations from the anonymous employee survey:
“Success is clearly defined and communicated. We are empowered to achieve success with the tools and resources to achieve it. Also, we are surrounded by values-aligned team members who are a joy to work with.”
“The company takes hiring incredibly seriously. We bring on amazing, fun, and talented people who make the atmosphere incredibly enjoyable.”
“I very much appreciate the flexibility to manage my own workload, to work remotely, and to balance the flow of my day. Team members are evaluated based on output, productivity, creativity, and other important values – not on meaningless metrics.”
The P&I award is one of several Satori has received for workplace excellence. In addition to winning the P&I award in the nine previous years, the firm ranked #1 in 2023 on the “Best Places to Work in Texas” list published by Best Companies Group and has been named to the “Best Companies to Work for in Fort Worth” list by Fort Worth Inc. magazine every year since 2016. Satori was also certified as a “Great Place to Work” by the Great Place to Work organization in 2021, 2022, and 2023.
Disclaimer: The Best Places to Work in Money Management honor is awarded by Pensions & Investments magazine to businesses in the financial services industry, including Satori Capital. Winners were assessed through employer surveys and an anonymous employee survey that measured key areas of an organization’s culture ranging from compensation and benefits to trust in senior leadership. Similar independent employee surveys were conducted for the FW Inc. magazine, Best Companies Group, and Great Places to Work awards. Satori Capital did not pay to participate in any ranking, and employee participation in all surveys was completely voluntary.