Personal Capital | LinkedIn (original) (raw)

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About us

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. Transform how you track and manage your financial life with Personal Capital.

Industry

Financial Services

Company size

201-500 employees

Headquarters

Redwood City, California

Type

Privately Held

Specialties

Financial Services, Personal Finance Software, Investment Management, 401k, Banking, Financial Planning, Registered Investment Advisor, Portfolio Management, Financial Advice, and Wealth Advisory Services

Products

Personal Capital Wealth Management

Personal Capital Wealth Management

Investment Portfolio Management Software

Make sure your financial security is ensured now and in the future with Personal Capital wealth management and investment advisory services.

Locations

Employees at Personal Capital

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