Personal Capital is an online investment advisory platform that provides its clients with electronically facilitated wealth management services, objective advice, and strategies. Personal Capital’s charges are based on a percentage of assets managed by the platform, including wealth management, trade costs, and custody. Personal Capital summarizes its users’ bank accounts, credit cards, mortgages, and other financial details together in one place. The platform also highlights its users’ long-term fiscal health over month-to-month spending with tools such as a visual graph of their investment allocation and a 401(k)-fee analyzer. Personal Capital was launched in 2009.
Some data provided by Crunchbase
EquityZen does not have an affiliation with, formal relationship with, or endorsement from Personal Capital or any companies featured above.
This profile is based on publicly available information and is intended to be informative in nature.
To learn more about whether you're eligible, typical investment size, company valuation, and share price, request access here.