Humans, Technology and Better Financial Lives

Humans, Technology and Better Financial Lives

Today’s investor has more options than ever when it comes to financial advice — apps, advisors, brokers, robos, blogs … the list goes on. And in an era where traditional brokerage and advisory firms are adding technology, and new contenders like...
Beneath the Surface: What You Might Be Losing to Hidden Fees

Beneath the Surface: What You Might Be Losing to Hidden Fees

Paying your financial advisor an annual fee of two to three percent seems harmless. However, that seemingly small difference could crush your portfolio. Compounded over a lifetime, those percentages can add up to hundreds of thousands of dollars —...
New Survey: How Affluent Americans Handle Family Finances

New Survey: How Affluent Americans Handle Family Finances

Today we’re excited to share with you the results from our most recent survey breaking down how affluent American families handle their finances. We commissioned the Affluent Family Finances Survey through ORC International, which surveyed 1,001 parents in...
Another Milestone for Personal Capital

Another Milestone for Personal Capital

Today we’re thrilled to announce that we now have $5 billion in assets under management (AUM) for our valued clients. We’ve never been in a better position to fulfill our mission to improve more financial lives through technology and people — whether...
Personal Capital’s Rapid Growth Attracts More Capital

Personal Capital’s Rapid Growth Attracts More Capital

After a period of tremendous growth at Personal Capital over the last year, we’re excited to announce today that our current investors and Series E investors IGM Financial have provided an additional $40 million of growth capital in an extension of our...
Video: Personal Capital and the Fiduciary Standard

Video: Personal Capital and the Fiduciary Standard

It’s big day for those who have kept their eyes on the Department of Labor’s Fiduciary Rule (which, to be honest, is the entire financial industry). After much back-and-forth speculation over the future of the rule – its implementation was delayed a few...
Report: Americans Struggle to Trust Financial Service Providers

Report: Americans Struggle to Trust Financial Service Providers

When it comes to financial services providers, many Americans don’t necessarily associate them with trust. Recently, we’ve witnessed Big Banks like Wells Fargo and CitiBank making headlines for opening millions of fraudulent accounts (in the case of the...


Get to Know Your Money

App Store Staff Pick