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Personal Capital
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.
Redwood City, California, US
Private
$76.1M Revenue
http://www.personalcapital.com
1.8K Employees
Truebill
Truebill develops a mobile app that helps consumers take control of their financial lives. Truebill leverages AI to analyze users’ spending habits, identify inefficiencies, and take action to ultimately improve their financial health. The app allows people to optimize their spending, manage subscriptions, lower their bills, even set aside money to reach their savings goals. We're founded by successful veteran entrepreneurs and are backed by YCombinator, Social Capital, and other great investors.
San Francisco, California, US
Private
https://www.truebill.com/
12 Employees
Quicken
Your financial life doesn't fit in a single category. Neither do we. Quicken builds forward-looking tools that help you stay ahead of your money, not just track what happened. Quicken Simplifi gives you predictive cash flow, smart budgeting that adapts in real time, and a unified view of your personal finances and investments. Quicken Business & Personal brings that same clarity to freelancers and self-employed professionals — combining business cash flow, invoicing, expenses, and tax readiness with personal finance in one app. 40+ years. 20+ million customers. One mission: helping you know what's next so you can make smarter decisions today.
Menlo Park, California, US
Private
$41.2M Revenue
http://www.quicken.com
300 Employees
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