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.
Founded in 2009 and based in Portland, Oregon, Simple combines innovative technology, impeccable user experience and expertise in behavioral economics to help our customers spend smarter and save more.
As a company, we believe that a bank that does good can also do well. We give our customers thoughtfully designed tools to help them feel confident with their money. We value curiosity, efficacy, craft and empathy and are proud to be disrupting the world of banking. We celebrate the big wins and learn from our failures.
As humans, we bring our authentic selves to work everyday. We laugh a lot, we solve tough problems, we're kind to one another and we won't settle for "just OK". We're headquartered in Portland but have remote employees all across the country.
Banking Services provided by BBVA USA, Member FDIC.
PocketGuard makes it easy to take control of your money, optimize your spending and grow your savings automatically.
PocketGuard app is designed to simplify personal finance management & empower users to take control of their finances and make informed decisions to achieve their financial goals – whether it's real-time expense tracking, personalized insights, or customizable budgets. Here're the PocketGuard's some key features:
–> Bill payment tracker – to help you not to miss the bills and manage subscriptions, pay your bills on time, and avoid paying late fees with automatic bill reminders
–> Budgeting – to understand how much money you can afford to spend, get notified and analyze your budget history
–> Spending insights – to get the entire picture of your transactions, learn about your spending habits, and make necessary adjustments
–> Debt pay off plan – to get out of debt with the suited repayment plan that is integrated into your budget
–> Personalized budget categorization – to easily categorize your activities or create custom categories and hashtags
–> Saving goals – to help you spend less than you earn and invest in your financial well-being
Menlo Park, California, US
Private
https://pocketguard.com/
17 Employees
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