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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 Capital
Revenue $76 million
Funding $272 million
Employees 1,312 (929 on RocketReach)
Founded 2009
Address 3 Lagoon Dr Suite 200, Redwood City, California 94065, US
Phone (650) 556-1310
JavaScript, HTML, PHP +129 more (view full list)
Category 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 personal capital, personalcapital, personal capital login, boeing news, personalcapital login, personal finance, mint app, personal capital review
Competitors Betterment, FutureAdvisor, Nest Wealth, RMB Capital, Wealthfront
SIC 628, 62
NAICS 5231, 52393, 52, 523, 5239

Personal Capital Questions

The Personal Capital annual revenue was $76 million in 2023.

Erin Santoso is the Senior Director, Performance Marketing of Personal Capital.

929 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].

Top Personal Capital Employees

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