Creating Better Financial Lives Through Technology and People

Our Story

Good things happen when technology and financial service veterans come together.

The founders of Personal Capital have one goal in mind: to build a better money management experience for consumers. That’s why we’re blending cutting edge technology with objective financial advice. We believe this is the best way to empower individuals and their money.

With our client-centric business model, Personal Capital is fundamentally altering the traditional financial services landscape.

700,000

Registered Users

$120 Billion

Tracked Assets

$1 Billion

Assets Under Management


And growing!

Our Mission & Values

We believe in the power of technology to change the financial industry, making it more accessible, affordable, and honest. And we believe in the power of people to change the nature of investment advice, making it more transparent, objective, and personal.

What We Stand For

Objective

We provide you with objective financial advice, held to the highest fiduciary standard and in your best interests.

Holistic

Our free software helps you make well-informed financial decisions with a holistic view of your money.

Transparent

We ensure a transparent experience with no gimmicks or hidden fees.

Dedicated

Our personal financial advisors are dedicated to your financial well-being and deliver conflict-free advice.

Strategic

We help you build a strategic financial plan, avoiding high-priced products in favor of affordable solutions.

Personal

Our clients each have unique personal financial needs. We deliver customized strategies for you.

Working Together to Bridge the Investment Gap

Creating Capital’s mission is to help close the gender investing gap. We are dedicated to empowering women everywhere to take control of their finances and invest with confidence. You can join us by creating a Capital Circle in your community. Reach your financial goals and help your friends do the same!
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