Personal Capital provides online financial tools and wealth management services. The company's free financial tools allow users to develop their long-term financial strategy – calculate their net worth, set a budget, manage investment accounts, and plan for retirement. Personal Capital also offers a customizable wealth management program designed around individual circumstances. The company was founded in 2009 and is headquartered in San Carlos, California.
Personal Capital Overview
Source: Personal Capital
The Three Levels Of Financial Planning — Which Is Right For You?
Forbes - Aug 7, 2019
13 apps to help you save–and make–money
Fast Company - Mar 5, 2019
"Alexa, Did Any Of My Clients Add Cash Last Week?"
Forbes - Feb 28, 2019
China Worries Weigh on Wall Street, Earnings Expectations Fall
New York Times - Jan 14, 2019
Why We Still Want Humans, And Not (Just) Robots, To Invest Our Money
Forbes - Dec 18, 2018
Personal Capital Reaches $7B AUM as Jay Shah Marks One Year as CEO
May 22, 2018
Digital Wealth Management Firm Personal Capital Names First GC
May 21, 2018
Personal Capital Hires Allison Amadia as General Counsel
May 17, 2018
Personal Capital Survey Reveals Love Trumps Money, Money Creates Stress, and Browser Histories are Off Limits in Romantic Relationships
Apr 10, 2018
Personal Capital Highlights Rivals' Fees
Barron's - Oct 26, 2017
Personal Capital CEO opens up about IPOs, M&A and white knights
Financial Planning - Oct 11, 2017
Personal Capital Releases New Survey Revealing How Afuent Americans Handle Family Finances
PR News Wire - Sep 26, 2017
Personal Capital's Rapid Growth Attracts More Capital
Business Insider - Aug 1, 2017
Proteus Digital Health,
Dollar Shave Club,
Blue Bottle Coffee,
Dollar Shave Club
- Jay Shah, Chief Executive Officer
- Mark Goines, Chief Strategy Officer and Vice Chairman
- Mike Armsby, Chief Financial Officer
- Eric Weiss, Chief Marketing Officer
- Fritz Robbins, Chief Technology & Information Officer
- Jim Del Favero, Chief Product Officer
- Paul Bergholm, Chief Administrative Officer
- Maxime Rousseau, Chief Information Security Officer
- Craig Birk, Chief Investment Officer
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