Personal Capital
Take control of your finances with free tools and wealth management
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.
Users link their financial accounts to a free dashboard for tracking and analytics, with optional paid advisory services managed by registered investment advisers
Individuals seeking to manage personal finances and high-net-worth individuals looking for investment advisory services
Background.
- Status
- launched
- Business model
- freemium
- Company
- Personal Capital Corporation (an Empower company)
Similar projects.
Editorial take on the space this project sits in — momentum signals, adjacent moves, our call on whether the wedge is real. Get pinged when we publish a new read or when the landscape shifts.
Have a take on this space?
Tell us what you’d build differently, where you think the incumbents miss, or what we’ve gotten wrong about this project. Comments + reactions are coming soon.