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December 09, 2024 12:02 AM

Satori Capital

Caryl Anne Francia
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    BPTW_2024_Satori.jpg

    Satori staffers take advantage of a photo op at the firm's annual Gratitude Dinner, during which team members are acknowledged with personal letters of gratitude. Awards also are handed out.

    Fourth Place

    Headquarters: Dallas/Fort Worth
    AUM: $1.3 billion as of June 30
    U.S. employees: 33
    Years Won: 2015-2024

    In their own words:


    “Satori Capital embraces the principles of conscious capitalism, and our purpose is to create, fund and inspire businesses that elevate humanity. We do this by creating and nurturing a culture that supports the overall quality of life of our high-performing team. We consider it our responsibility to be stewards of our team members’ careers and their well-being. After all, our team members devote their time, energy, and talent to the work we do together. In return, we strive to ensure they work in a caring, supportive and positive environment, and that they feel as special and valued as they are.”


    Three cool things:


    • Hosts a variety of social activities, including an end-of-summer bash and a pickleball tournament between staff and interns. Aside from annual office contests for Halloween and March Madness, surprises staff with multiple “Surprise and Delight” moments per month for holidays such as National Donut Day and National Compliment Day. Provides a day off the Monday after the Super Bowl.
    • Covers the full cost of medical, dental and vision premiums for employees and their dependents. Its Optimal Living program includes benefits such as daily chef-prepared healthy lunches, weekly onsite chiropractor and masseuse, and an annual $1,000 health and well-being stipend to be used at the employee’s discretion.
    • Facilitates annual special dinner where awards and personal letters of gratitude are given to employees and their guests. In addition to recognizing achievements and celebrations in monthly team meetings, encourages employees to take a day off on their birthday, for which they may choose a charity of choice for a $100 donation.

    Employees say:


    • “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.”
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