Wherewithal Competitors

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.

Ready to transform your relationship with money? Here at YNAB, we're challenging conventional thinking and empowering individuals to spend with purpose, save aspirationally, and live joyfully! We call this ✨spendfulness✨. We believe in asking the radical question: "How do you want to spend your money?" It's a mindset shift that turns money from a problem into a possibility, offering clarity, confidence, and even joy in financial decision-making. 💡 Imagine the relief of knowing every dollar you spend is worth it, and the empowerment that comes with making better decisions effortlessly. With the YNAB Method of giving every dollar a job, you'll embark on a spendful journey toward financial freedom and fulfillment. 👥 Ready to join a community dedicated to redefining the way we think about money? Let's connect and start making every dollar count! #YNAB #Spendfulness