Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money.
As an RIA, we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients' best interests. Our personal financial advisors are dedicated each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees.
Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses.
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|BlackRock, Corsair Capital, BBVA Ventures, Correlation Ventures, Crosslink Capital, IVP, Jump Capital, Silicon Valley Bank, IGM Financial, Rob Foregger, USAA, Venrock|