Personal Capital
personalcapital.comTake control of your finances with free tools and wealth management
Finance & Fintechpersonal-financewealth-managementinvestment-trackingfinancial-dashboardbudgetingretirement-planning
About
Personal Capital is a personal finance platform that offers free financial management tools alongside paid wealth management advisory services. Users can link their financial accounts to a dashboard to track spending, investments, and net worth. The platform also provides access to human financial advisors for investment management.
Problem
People struggle to get a unified view of their finances and access quality investment advice without high barriers to entry
For
Individuals seeking to manage personal finances and high-net-worth individuals looking for investment advisory services
How it works
Users link their financial accounts to a free dashboard for tracking and analytics, with optional paid advisory services managed by registered investment advisers
Business model
freemium
Status
launched
Company
Personal Capital Corporation (an Empower company)