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.
View Top Employees from Personal CapitalWebsite | http://www.personalcapital.com |
Revenue | $76 million |
Funding | $272 million |
Employees | 1,355 (592 on RocketReach) |
Founded | 2009 |
Address | 3 Lagoon Dr Suite 200, Redwood City, California 94065, US |
Phone | (650) 556-1310 |
Technologies |
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Industry | Financial Services, Finance, Investment Banking, Financial Software, Other Financial Services, Personal Finance Software, FinTech, Investment Management, Wealth Management, 401k, Banking, Financial Planning, Registered Investment Advisor, Portfolio Management, Financial Advice, Wealth Advisory Services |
Web Rank | 13936 |
Web Visits | 4 Million |
Keywords | Financial Planning, Wealth Management, Investment Advice, Retirement Planning, Money Management, Financial Wellness, Personal Finance, Investment Management Services |
Competitors | Betterment, FutureAdvisor, Nest Wealth, RMB Capital, Wealthfront |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5231 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Personal Capital annual revenue was $76 million in 2024.
Stephen Cheung is the Senior Director Data Analysis of Personal Capital.
592 people are employed at Personal Capital.
Personal Capital is based in Redwood City, California.
The NAICS codes for Personal Capital are [5231, 52393, 52, 523, 5239].
The SIC codes for Personal Capital are [628, 62].