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About Personal Capital

Personal Capital's mission is simple: better financial lives through technology and people. We combine investment technology with Financial Advisors to deliver wealth management nationally in a new and better way. Our service starts with our free tools, which enable you to track your entire financial life in one place. As a Registered Investment Advisor, we are held to a fiduciary standard and our advisors work one-on-one with clients to help develop sound, long-term investment strategies. We charge a single, transparent fee on assets under management.

Below is a quote a from Personal Capital’s Denver employee that shows members of our team truly believe in Personal Capital’s Mission. “Having spent most of my career at Merrill Lynch, it became very clear to me that they were only focused on the bottom line. It was an easy decision for me to work at Personal Capital as I knew the leadership team was ethical and had a very clear strategy in place for the business.”

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What employees say

“I have the tools I need to get the job done, and my team is very supportive.”
“The company I work for and the people I work with.”
“The culture.”
“We are at the cutting edge of financial services.”
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Where to find Personal Capital