Personal Capital Logo google store facebook linkedin apple store twitter vimeo youtube Devices-Blue

Our Story

What We Offer

Each of us has unique hopes and dreams for ourselves and our families, but our complicated financial lives sometimes get in the way. With each new job comes a new 401K. Buying a dream home brings a new loan. Planning for retirement means saving for you and your partner while still making sure there’s money set aside for your children.

Financial success is an important factor in realizing your goals, but the industry you expect to help you manage your finances has capitalized on complexity at your expense.

It’s time someone showed you things more clearly.

Personal Capital reconnects you with all your money and shows you what you need to achieve your goals. With a holistic view of where you stand and an understanding of where you want to be, together we help create a financial plan that evolves with your life.

We’re committed to empowering you with clear information and unconflicted advice, so you can confidently make the best decisions for today, your future, and your legacy.

  • Charles Goldman

    CEO of Assetmark

    Charles Goldman
  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Bill Harris

    Founder and Director

    Bill Harris
  • Steve Harrick

    General Partner at IVP

    Steve Harrick
  • Paul Desmarais III

    Vice President of Power Financial

    Paul Desmarais III
  • Jeffrey Carney

    CEO of IGM

    Jeffrey Carney
  • Marina Levinson

    Founder and CEO, CIO Advisory Group

    Marina Levinson
  • Bruce Felt

    CFO of DOMO

    Bruce Felt
  • James Feuille

    General Partner in the Venture Capital Group

    James Feuille
  • Brian Ascher

    Partner at Venrock

    Brian Ascher
  • Jeremy Schein

    Managing Director at Corsair Capital

    Jeremy Schein
  • Harry Markowitz

    Portfolio Strategy Expert

    Harry Markowitz
  • Shlomo Benartzi

    Behavioral Finance Expert

    Shlomo Benartzi
  • Luis Aguilar

    Formerly with the Securities and Exchange Commission

    Luis Aguilar
  • Charles Goldman

    CEO of Assetmark

    Charles Goldman
  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Bill Harris

    Founder and Director

    Bill Harris
  • Steve Harrick

    General Partner at IVP

    Steve Harrick
  • Paul Desmarais III

    Vice President of Power Financial

    Paul Desmarais III
  • Jeffrey Carney

    CEO of IGM

    Jeffrey Carney
  • Marina Levinson

    Founder and CEO, CIO Advisory Group

    Marina Levinson
  • Bruce Felt

    CFO of DOMO

    Bruce Felt
  • James Feuille

    General Partner in the Venture Capital Group

    James Feuille
  • Brian Ascher

    Partner at Venrock

    Brian Ascher
  • Jeremy Schein

    Managing Director at Corsair Capital

    Jeremy Schein
  • Harry Markowitz

    Portfolio Strategy Expert

    Harry Markowitz
  • Shlomo Benartzi

    Behavioral Finance Expert

    Shlomo Benartzi
  • Luis Aguilar

    Formerly with the Securities and Exchange Commission

    Luis Aguilar

Transforming financial lives

Sign Up and Manage Your Money Now

Already a member? Sign in.

Must be a valid email address
8 to 64 characters
Used to verify new devices for security purposes
Please validate the captcha

By signing up, you agree to our Terms of Use and Privacy Policy. You also elect to receive updates, newsletters, and offers from Personal Capital.

Sign Up and Manage Your Money Now