About Personal Capital

Personal Capital is the smart way to track and manage your financial life. Our award-winning online tools put all of your accounts, all in one place – including those not under our management. Our customers get real-time data that uncovers trends in their spending and investing behaviors and accurately reflects their cash flow over time. We also offer a wealth management service, and as fiduciaries, our advisors are legally obligated to act in our clients’ best interest. We will never put our personal financial gain above that of a client. The result is a complete transformation in the way people understand, manage and grow their net worth – at a significantly lower cost than traditional financial advisors, and with no hidden fees.

We currently have over 1.2 million registered users tracking over $270 billion in assets, and we hold over $3 billion in assets under management.

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What employees say

“The people I work with and the direction the company is going.”
“Everyone is ready to share advice and everyone wants everyone else to succeed.”
“The people I work with work as a team.”
“Great atmosphere, genuinely great and intelligent people, decent pay, flexibility and understanding, company ownership, great product.”
“The flexibility I'm allowed for work/life balance.”
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Where to find Personal Capital