A Whole New Way
to Manage Your Money
✓ Free online money tools
✓ Insight-driven advisory
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Award-Winning Financial Tools
Our free financial tools make it easy to manage your entire financial life in one place.
See Your Net Worth
Link all of your accounts to the Personal Capital Dashboard for a complete picture of your financial life.
Analyze Your Portfolio
Assess the health of your current portfolio with our free tools, such as the Fee Analyzer and the Investment Checkup.
Plan Your
Future
Use the Retirement Planner to build a customized retirement plan or meet with an Advisor to discuss your investing strategy.
Free Financial Tools
- See all your accounts in one place
- Gain insights into spending, saving and retirement goals
- See projected outcomes and run "what if" scenarios
- Simplify complexity around your constantly evolving life
Holistic Wealth Management
- Guided experience with a trusted Advisor
- Fiduciary advice with transparency and value
- Personalized portfolio management and full financial planning
- Confidence for your entire life, not just investments
FEE ANALYZER
How much are hidden fees costing you?
Hidden fees your broker is charging you could be costing you thousands of dollars of your hard-earned retirement savings and preventing you from retiring earlier. Personal Capital's Fee Analyzer allows you to spot hidden fees in your mutual funds, investment accounts and retirement accounts.
Financial Management Tailored to Your Life
Our team manages over $7.5 billion in assets for clients with various financial needs.
Investment Service
For individuals ready to build a long-term investment plan that is tailored to meet their financial goals and is managed by a fiduciary.
Wealth Management
For investors who need a long-term investment plan plus a customized and diversified portfolio of individual securities and ETFs to meet their goals.
Private Client
For high net worth investors who want a robust financial plan and personalized services and portfolio management to meet their lifestyle goals.
Why work with us? We're transforming digital wealth management to help you reach your financial goals. WATCH HERE
A Partner in Your Success
Creating better financial lives through technology and people.
1.8 Million
Registered Users
$550 Billion
Tracked Accounts
$7.5 Billion
Assets Under Management
WEALTH MANAGEMENT
Data-Driven Portfolio Management
We offer the most advanced technology in personal finance. You receive a transparent view into all of your financial accounts through the Personal Capital Dashboard, coupled with expert advice and financial planning services provided by a team of registered financial advisors with a view of your finances in real time.