Personal Capital News

SEC Announces Increased Scrutiny of Robo-Advisors

SEC Announces Increased Scrutiny of Robo-Advisors

The Securities and Exchange Commission (SEC) announced yesterday that for the first time it is adding “electronic investment advice” – i.e. advice offered through robo-advisors – to its annual list of examination priorities. At Personal Capital,...
Personal Capital Welcomes Paul Desmarais III to Board of Directors

Personal Capital Welcomes Paul Desmarais III to Board of Directors

We’re kicking off the new year with some exciting news. Today we welcome Paul Desmarais of Power Financial Corporation to Personal Capital’s Board of Directors. Paul is intimately familiar with Personal Capital as he helped lead Power Financial’s $75 million...
Personal Capital Welcomes Eric Weiss As CMO

Personal Capital Welcomes Eric Weiss As CMO

This week we’re excited to announce that industry veteran, Eric Weiss, joins Personal Capital as our new CMO. Eric brings with him two decades of experience in the technology industry to Personal Capital. Weiss’ experience scaling rapid growth tech...
Personal Capital Hits $3 Billion in Assets Under Management

Personal Capital Hits $3 Billion in Assets Under Management

This March, I celebrated my 60th birthday by waking up to see that Personal Capital had hit a remarkable milestone. Our clients were entrusting us with $2 billion of their investments. As a founder and CEO here, it was a special moment and the best birthday...
The Power of Encouraging Women Who Code

The Power of Encouraging Women Who Code

Personal Capital is proud to sponsor Women Who Code, a non-profit organization dedicated to inspiring women to excel in the technology industry. Most articles about the ratio of women to men in tech focus on the negative, citing differences in population,...
Meet Our Summer Interns, Class of 2016

Meet Our Summer Interns, Class of 2016

We love summer at Personal Capital. And that’s not just because the sun is shining on our San Francisco offices and we’re just a few hours drive away from Lake Tahoe trips, Napa Valley wine excursions, and Las Vegas weekends. Summer is also when we bring a...
Personal Capital Welcomes Mike Armsby As CFO

Personal Capital Welcomes Mike Armsby As CFO

This week we’re excited to announce that industry veteran, Mike Armsby, joins Personal Capital as CFO. Mike brings with him an impressive background in financial services and technology to Personal Capital. Mike was previously the CFO of Yodlee, Inc.,...
A Tailwind for Growth: Personal Capital Raises $75 Million

A Tailwind for Growth: Personal Capital Raises $75 Million

It’s an exciting day at Personal Capital as we announce our $75 million Series E round of funding. As you might have guessed, we have ambitious plans to scale our business and broaden our services, and this new funding will enable us to help even more people...
Why We’re Welcoming The New Fiduciary Rule Standards

Why We’re Welcoming The New Fiduciary Rule Standards

It’s an exciting time, as the Department of Labor just last week announced its long-anticipated fiduciary rule, designed to encourage investment firms to offer superior financial advice to families at lower cost. Personal Capital was at the epicenter...


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