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Our Mission

To deliver truly personal and objective wealth management solutions for complex financial lives.

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.

What We Stand For

Objective: We provide objective financial advice, held to the highest fiduciary standard and in our clients’ best interests.

Dedicated: Our personal financial advisors are dedicated to our clients’ well-being and deliver conflict-free advice.

Holistic: Our free software helps our clients make well-informed financial decisions with a holistic view of their money.

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

Transparent: We ensure a transparent experience for our clients, with no gimmicks or hidden fees.

Personal: Our clients each have unique personal financial needs. We deliver customized strategies for each individual.

Leadership team

Bill Harris

Chief Executive Officer

Formerly CEO of PayPal and CEO of Intuit and founder of numerous financial technology and security companies, Bill says Personal Capital
is the culmination of his career.

Jim Del Favero

Chief Product Officer

Jim started his career at Intuit, rapidly climbing the ranks in tech support and running Voice of the Customer. He later led Quicken and Quicken Online as Group Product Manager.

Ehsan Lavassani

VP of Engineering

Ehsan was one of the main architects of RSA's Adaptive Authentication system, which grew to over $100 million in revenue in less than five years. Ehsan built Personal Capital's core systems.

Jeff Davis

Director of Advisory Sales

Jeff was responsible for sales, service, and the training of investment professionals at Fisher Investments, helping it grow to more than 25,000 high net worth clients.

Paul Bergholm

Chief Financial Officer

Paul has over 20 years helping manage the financial activities of young tech companies, including eBay and Keynote Systems. He served as CFO of PassMark Security and CFO of Taxcient.

Fritz Robbins

Chief Technology Officer

Fritz has spent his entire career delivering high-volume, secure transactional processing systems for various companies, including Wells Fargo, PassMark Security and others.

Craig Birk, CFP®

VP of Portfolio Management

Craig was responsible for portfolio implementation, risk management and capital markets and securities research at Fisher Investments, helping it grow to over $40 billion in assets.

Jay Shah

Chief Operations Officer

Jay spent five years as Chief Information Officer at E-LOAN. He also worked for PriceWaterhouseCoopers as Director of Technology, Risk Management Services.

Erik Jepson

Chief Marketing Officer

Erik has held senior marketing roles at Charles Schwab, TradeStation, Royal Bank of Scotland, and E*TRADE. He began his career at Donaldson, Lufkin & Jenrette.

Kyle Ryan, CFP®

VP of Advisory Services

The youngest-ever Group Vice President at Fisher Investments, Kyle worked in sales, global trading operations and investment research. He was also Director, Wealth Management Banking at Merrill Lynch.

Board of directors

Steve Harrick

Institutional Venture Partners

Steve is a general partner at IVP, with 15 years in tech investing. Forbes named him one of the top 100 venture capitalists.

Jim Feuille

Crosslink Capital

Jim is a General Partner in the VC group at Crosslink and has more than 20 years of experience in tech investment banking.

Brian Ascher

Venrock

Brian is a partner at Venrock, and former product manager on Quicken. Like Steve, Forbes named Brian to its Midas List.

Charles Goldman

Advizent

Having run the institutional businesses at both Schwab and Fidelity, Charles is a recognized leader in the RIA industry.

Advisory board

Rob Foregger

Citizen’s Petition to Fix the Debt

Rob co-founded Personal Capital in 2009. Before that he ran the banking business at Fidelity, and co-founded EverBank.

Deep Nishar

LinkedIn

SVP of Products and User Experience at LinkedIn, Deep is a trailblazer using the Internet to interact with professionals.

Mark Goines

Angel Investor

Experienced in FinTech startups, Mark has operating experience at Intuit, Wells Fargo and Charles Schwab and investments including MINT, Check, Fundly, WePay, BillFloat and Practice Fusion.

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News & Acclaim

Fox Business / October 31, 2013

Former PayPal CEO Bill Harris on the Twitter IPO, Obamacare

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Personal Capital CEO Bill Harris discusses whether to buy, hold, or steer clear of Twitter...

Denver Post / October 1, 2013

Personal Capital Picks Denver as hub for its financial advisors

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Personal Capital, a digital wealth manager, will make Denver the hub of its financial advisory business, with plans to hire 100 people over the next two years ...

Nerd Wallet / July 10, 2013

Personal Capital Review: Is Bill Harris’ Software The Future of Money Management?

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Personal Capital’s wealth management platform aims to create a next generation, highly integrated financial planning website rivaling and perhaps surpassing the more well known ones such as Mint and Wealthfront ...

Venture Beat / June 5, 2013

Former PayPal CEO gets $25M to scale his wealth management service for the ‘forgotten middle’

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Personal Capital claims to be the world’s first digital wealth management service, and it’s bolstering these claims with the closure of a $25 million funding round ...

TechCrunch / June 5, 2013

Personal Capital Closes $25 Million in Series C Funding for Online Wealth Management

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We have built built the personal advisory piece and technology piece, and proven the economics of acquiring users and converting them to clients. At this point we have a formula that is working ...

The Wall Street Journal / May 30, 2013

New Bells and Whistles for 401k Plans

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Personal Capital’s 401k Analyzer shows how many years of retirement the saver will lose to fees ...

FOX Business / May 16, 2013

Super Rich Changing Up Investment Strategies?

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Personal Capital CEO Bill Harris discusses how investors can learn from the investment strategies of the super rich ...

CNNMoney / April 13, 2013

5 Best Apps to Invest Smarter

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By combining money management tools with a full listing of your investment accounts, Personal Capital provides a broad financial picture in a single application ...

USAToday / February 27, 2013

Options for Tracking Your Portfolio

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Personal Capital offers powerful investment tools to track performance and monitor the mix of investments, or asset allocation ...

USNews / February 27, 2013

Is an Online Financial Advisor Right for You?

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Another advantage to Personal Capital's business model is that its employees are registered investment advisers ...

Macworld / December 17, 2012

Personal Capital Wins MacWorld Editors’ Choice Award

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This website aggregates your savings and checking accounts, credit cards, retirement accounts, investments, and any other financial data you throw at it ...

Worth / October 26, 2012

Q&A with Bill Harris

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A tech entrepreneur with an impressive track record turns his attention to wealth management – and proposes some big changes ...

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