Locations
California, USA · San Francisco, CA, USA · Redwood City, CA, USA · San Carlos, CA, USA · Redwood Shores, Redwood City, CA, USA · New York, NY, USA · Chicago, IL, USA · Dallas, TX, USA · Atlanta, GA, USA
industry
401k · Analytics · Banking · Finance · Financial Advice · Financial Data · Financial Management · Financial Planning · Financial Services · Financial Software · Fintech · Investment Management · Other Financial Services · Personal Finance · Platform · Portfolio Management · Registered Investment Advisor · Robo Advisor · Technology · Wealth Management
Size
1001 - 5000 employees
Stage
Other
founded in
2009
Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance and customized strategies based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.
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