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A Whole New Way
to Manage Your Money

✓ Free online money tools
✓ Insight-driven advisory




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
Click here to learn more

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
Click here to learn more

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.


A Partner in Your Success

Creating better financial lives through technology and people.


1.9 Million

Registered Users

$625 Billion

Tracked Accounts

$8 Billion

Assets Under 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.