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

“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.”
Where to find Personal Capital