Profile picture of Personal Capital

Personal Capital

Redwood City, CA
2 staff members
4 22 Reviews
Company Profile

Personal Capital gives you the clarity and confidence to achieve your financial goals. Our free online tools combine all of your accounts in one place. A powerful dashboard provides deep insights and allows you to understand your total financial picture. Our expert advisors use these same tools to provide personalized wealth management that dynamically evolves with your changing life. As fiduciaries, we are legally bound to act in your best interest. With an emphasis on holistic planning, risk management, and after-tax returns, the focus is always on total value. Transform how you track and manage your financial life with Personal Capital. Mission: 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.

Company size

201 to 500

Type

Company - Private

Revenue

Unknown / Non-Applicable

Industry

Investment Banking & Asset Management

Competitors

Unknown

Founded

2009

Staff Members
avatar
CEO
0.0
Worked since Tuesday, Nov 05 2024
  • avatar
    Manager
    4.0
    Worked since -
  • avatar
    President & Member of Board of Directors
    0.0
    Worked since -
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