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Press Release
In The News
Press announcement / January 10, 2022
New “2022 Wealth & Wellness Index” Shows Americans Less Confident in Their Finances and the Economy Entering Third Year of the Pandemic
Despite a strong stock market and recovering economy, a new survey finds economic confidence among Americans dropping, with perceived financial health significantly down from the beginning of 2021 but a top priority in 2022.
Press announcement / September 9, 2021
Kiplinger-PCAP Survey: How The Pandemic Is Reshaping Retirement
Inflation tops health care as the biggest financial fear among retirees, new report finds.
Press announcement / August 10, 2021
Pandemic fuels career shifting motives, study shows 66% of American workers are on the move
New Personal Capital-Harris Poll survey finds younger workers value flexibility over pay, as 62% say they would take a pay cut to permanently work from home.
Press announcement / July 28, 2021
New Research: Defining “Financial Wellness” - What It Means to Investors After COVID-19
Joint survey finds less than half (41%) of Americans feel financially well; 42% say their definition of financial health has changed since the pandemic.
Press announcement / June 1, 2021
Personal Capital Selects World-Champion Speed Skater, Apolo Ohno, As Next Financial Hero
As the newest member of Personal Capital’s Financial Heroes campaign, Ohno and the company will jointly promote the importance of financial wellness.
Press announcement / April 29, 2021
This Mother's Day, Personal Capital announces Nashville Mom as new "Financial Hero" to Celebrate Incredible Journey to Financial Freedom
Lakisha L. Simmons, PhD will jointly promote Personal Capital's free financial tools that helped her amass over $750K in less than four years, achieving financial independence.
Press announcement / March 9, 2021
Investors Link Over $1 Trillion in Account Value On Personal Capital’s Financial Dashboard
Personal Capital celebrates Bitcoin's recent $1 trillion market cap by adding the ability to track cryptocurrency.
Press announcement / January 6, 2021
New Survey Finds Americans Are Withdrawing Significant Amounts From Retirement Accounts to Cover Living Expenses During the Pandemic
Press announcement / December 15, 2020
Personal Capital Partners with Toys for Tots to Help Lift Spirits During the Pandemic
Give yourself the gift of Personal Capital’s free financial tools and we will donate to Toys for Tots.
Press announcement / December 8, 2020
Personal Capital Selects Wellness Icon Deepak Chopra™ As Next Financial Hero
The newest member of Personal Capital’s Financial Heroes campaign, Dr. Deepak Chopra, and the company will jointly promote the importance of financial wellness ahead of the new year.
Press announcement / September 29, 2020
Personal Capital Honors National Financial Planning Month Through New Strategic Partnerships and "Financial Heroes" Campaign
Former pro basketball player Baron Davis and Peek.com CEO Ruzwana Bashir will serve as Personal Capital’s first partners to raise awareness around the importance of financial tools and financial literacy for everyone.
Press announcement / August 18, 2020
Empower Retirement Closes Acquisition of Personal Capital
Empower Retirement today announced the completion of its acquisition of Personal Capital, following the receipt of regulatory approval required by the agreement and as announced on June 29, 2020.
Press announcement / June 29, 2020
Empower Retirement to Acquire Personal Capital
Combination advances a scalable, technology-driven financial planning platform that combines data-driven solutions with human advice to millions of customers.
Press announcement / June 16, 2020
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
Record asset inflows helped fuel 109% year-over-year growth in total assets managed in socially responsible portfolios, marking a shift in investors appetite for more sustainable investment approaches.
Press announcement / June 1, 2020
Personal Capital Launches New Product Feature Recession Simulator
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions.
Press announcement / April 14, 2020
Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds
Company has record first quarter sales and introduces The Financial Roadmap to deliver wealth management advice at scale.
Press announcement / March 3, 2020
Personal Capital Expands Its Office in San Francisco By 30 Percent
The company also recently surpassed $850B in assets tracked on the platform with over 50 percent growth in AUM in the past year.
Press announcement / February 19, 2020
Personal Capital Expands Investment Committee, Adds New Industry Expert
After explosive growth, Company expands its Investment Committee and adds a new advisor to its Team of Experts.
Press announcement / January 9, 2020
New Research: Investors Anxious About Market Volatility But Taking Wrong Steps to Alleviate Concerns
A new Kiplinger-Personal Capital survey shows 30% of investors don't have a financial plan and even fewer have a defined strategy for market volatility
Press announcement / October 29, 2019
Personal Capital Goes All-In on Customer Centricity in Brand Transformation for 10th Anniversary
Company unlocks “Personal” with new brand, new talent, and renewed vision
Press announcement / October 23, 2019
Financial Industry Veteran James Burton Joins Personal Capital as Chief Growth Officer
Burton inspired by the mission of growing digital wealth management company
Press announcement / July 8, 2019
Personal Capital Grows Into New Office Location in Downtown Denver
Press announcement / July 2, 2019
Personal Capital Surpasses $10B AUM With 60% Growth Rate In First Half of 2019
Press announcement / June 27, 2019
Personal Capital Launches Bug Bounty Program with Bugcrowd
Personal Capital opens platform to test and strengthen existing cybersecurity practices
Press announcement / June 25, 2019
Personal Capital Recognized as Bay Area Top Workplace
Press announcement / June 11, 2019
Personal Capital Reinvents the Piggy Bank With Personal Capital Cash™ and Savings Planner™
Personal Capital Cash and Savings Planner are new offerings for a complete savings solution
Press announcement / April 18, 2019
John Powers Appointed To Personal Capital’s Team of Experts
Press announcement / April 11, 2019
Marketing & Product Veteran Kira Wampler Joins Personal Capital Board of Directors
Former Art.com CEO, former CMO of Lyft and Trulia boosts marketing and tech hybrid leadership at Personal Capital™
Press announcement / March 13, 2019
Too Many Americans Are Still in The Dark About Getting Financial Advice, Personal Capital Finds
Nearly half of Americans surveyed incorrectly believe all advisors are legally obligated to act in clients’ best interest
Press announcement / February 19, 2018
Former Virgin America Exec Porter Gale Joins Personal Capital as CMO
Press announcement / February 14, 2019
Personal Capital Announces Access to Private Equity for High-Net-Worth Clients
Personal Capital partners with iCapital Network to enhance Private Client Services
Press announcement / February 5, 2019
Personal Capital Raises $50M in Series F Funding
Continued growth and expansion for Personal Capital attracts additional investment
Press announcement / December 20, 2018
When It Comes to Parenting, Affluent Americans Attempt to Balance Expenses, Set Limits, and Leave a Legacy, According to Personal Capital Survey
Second annual Affluent Family Financial Support survey reveals affluentparents expect to spend more than $700k on a child over their lifetime
Press announcement / December 3, 2018
Personal Capital Moves Headquarters to Redwood Shores
Press announcement / October 25, 2018
Technology & Cybersecurity Veteran Marina Levinson Joins Personal Capital’s Board of Directors
Press announcement / September 25, 2018
Personal Capital Announces New Atlanta Office
Press announcement / September 12, 2018
Personal Capital Promotes Craig Birk to Chief Investment Officer
Press announcement / August 30, 2018
Personal Capital Launches "Smart Withdrawal" Service To Simplify Retirement Income
Digital Wealth Manager Continues To Lead With Innovative Financial Planning Technology
Press announcement / June 26, 2018
Personal Capital Survey Finds Americans Unprepared For Retirement
Pre-retirees report they expect to rely nearly as much on Social Security as their 401(k) for retirement income
Press announcement / May 22, 2018
Personal Capital Reaches $7B AUM as Jay Shah Marks One Year as CEO
Continued Growth Attracts Additional Investment from Silicon Valley Bank
Press announcement / May 17, 2018
Personal Capital Hires Allison Amadia as General Counsel
Amadia brings 25+ years of legal and advisory experience to the Personal Capital team
Press announcement / April 25, 2018
Alight Solutions partners with Personal Capital and AllianceBernstein to introduce WealthSpark™, the next innovation in retirement solutions for U.S. workers
WealthSpark™ combines highly personalized investment portfolios with a comprehensive financial view to help American workers thrive today and in the future
Press announcement / April 10, 2018
Personal Capital Survey Reveals Love Trumps Money, Money Creates Stress, and Browser Histories are Off Limits in Romantic Relationships
78% of Americans say finding love is more important than being wealthy, yet money is the #1 source of relationship stress
Press announcement / March 6, 2018
Personal Capital Adds Tax and Estate Planning Services for Clients
Personal Capital announces a new suite of tax and estate planning services to support its clients.
Press announcement / February 6, 2018
Personal Capital Adds Socially Responsible Investing to Serve Rapidly Growing Client Base
Company nearly doubles AUM in last 12 months
Press announcement / October 25, 2017
The American Investor is Losing Hundreds of Thousands of Dollars to Confusing and Hidden Fees
Personal Capital Report Shows Fees Can Cost More Than $400,000 in Individual's Lost Savings
Press announcement / September 26, 2017
Personal Capital Releases New Survey Revealing How Affluent Americans Handle Family Finances
Millennials Expect to Give Their Children More Financial Support Than Prior Generations; One in 10 Parents Overall Plan to Continue Supporting Their Children for Their Entire Lives
Press announcement / September 21, 2017
Veteran CFO Bruce Felt Joins Personal Capital's Board of Directors
Director of Multiple Rapid Growth Companies to Help Guide Firm's Expansion
Press announcement / August 30, 2017
Personal Capital Reaches $5 Billion in Assets Under Management
Digital Wealth Manager Adds $2 Billion in AUM in Under One Year
Press announcement / August 1, 2017
Personal Capital's Rapid Growth Attracts More Capital
Personal Capital Secures an Additional $40 Million in Funding
Press announcement / June 6, 2017
Former Securities and Exchange Commissioner Luis A. Aguilar Joins Personal Capital's Board of Advisors
Longtime Advocate for Investors Will Support Firm's Fight for Consumers' Financial Rights
Press announcement / May 24, 2017
2017 Personal Capital Trust Report
Personal Capital launches the 2017 Financial Trust Report to assess Americans’ level of trust in financial advisors, awareness of what they are paying in investment account fees, feelings about access to their financial data and outlook on their financial future.
Press announcement / April 24, 2017
Jay Shah Promoted to CEO of Personal Capital
Bill Harris will now serve as Chairman of Personal Capital's Board of Directors.
Press announcement / March 27, 2017
Personal Capital Hits $4 Billion Mark
Assets Double in Just Over a Year
Press announcement / February 21, 2017
Personal Capital Submits Response to CFPB's Questions on Consumer Data Rights
Banks' Plan Would Weaken Cybersecurity of Consumer Bank Accounts
Press announcement / February 10, 2017
The Fiduciary Rule Lives On in Texas, Only to Die in Washington, DC
Personal Capital Was There to Witness the Events
Press announcement / February 6, 2017
Consumers Scream About Fiduciary Rule and Section 1033 of Dodd Frank
Personal Capital User Survey Strongly Supports Consumer Protection
Press announcement / February 3, 2017
Personal Capital CEO Bill Harris, Former Intuit CEO, Calls Baloney On J.P. Morgan and Intuit
Press announcement / February 3, 2017
"You Might Die Young" Without the Fiduciary Rule
Personal Capital Calls for Protecting Your Retirement
Press announcement / January 17, 2017
SEC Uncovers $16 Million Client Overcharges at Morgan Stanley & Citigroup
Morgan Stanley has agreed to pay a $13 million penalty for overbilling 149,000 of its clients.
Press announcement / January 13, 2017
SEC Announces Increased Scrutiny of Robo-Advisors
Personal Capital announces it has already been scrutinized.
Press announcement / January 12, 2017
Paul Desmarais III Joins Personal Capital's Board of Directors
Personal Capital welcomes Power Financial fintech and digital strategy expert to help accelerate growth in 2017.
Press announcement / December 15, 2016
Personal Capital Adds $1.5 Billion in AUM and Closes $100 Million in Financing in 2016
2016 financing close means even more growth for Personal Capital in the New Year.
Press announcement / November 10, 2016
Report: What Donald Trump Will Mean For America's Personal Finances
Personal Capital's 2016 Election Report reveals implications of a Trump presidency for individual investors' financial plans.
Press announcement / October 27, 2016
Personal Capital Appoints Eric Weiss as Chief Marketing Officer
Weiss brings two decades of tech industry experience to accelerate growth.
Press announcement / September 15, 2016
Personal Capital Exceeds $3 Billion in Assets Under Management
Accelerated adoption rate demonstrates increasing market demand for Personal Capital's hybrid approach to wealth management.
Press announcement / August 9, 2016
Republicans More Likely To Maintain a Retirement Savings Account Than Democrats
Personal Capital survey reveals retirement savings is one of the last concerns on Americans' minds.
Press announcement / July 12, 2016
Personal Capital Partners with BancAlliance
BancAlliance Member Banks to receive full access to Personal Capital's financial management tools and wealth management services.
Press announcement / June 16, 2016
Mike Armsby Joins Personal Capital
Personal Capital announces that industry veteran Mike Armsby will be joining as CFO.
Press announcement / May 19, 2016
Personal Capital Raises $75 Million in Series E Funding
Personal Capital raises $75 million in Series E Funding, with IGM Financial Inc. as the sole investor.
Press announcement / April 20, 2016
Personal Capital Study Reveals: Millennials Saving Up More Hope Than Money For Retirement
Personal Capital releases annual Retirement Readiness Report, revealing Millennials are woefully unprepared for retirement.
Press announcement / April 6, 2016
Personal Capital Welcomes New Fiduciary Rule Standards
Personal Capital recommits to the Department of Labor’s long-anticipated fiduciary rule, designed to encourage investment firms to offer financial advice in the best interest of their clients.
Press announcement / March 10, 2016
Inaugural Personal Capital Spending Report Reveals Financial Habits Nationwide
Personal Capital releases inaugural trend report analyzing American spending behavior by region and generation, to determine if day-to-day expenses could be to blame for lack of retirement readiness.
Press announcement / March 3, 2016
Personal Capital Surpasses $2 Billion in Assets
Personal Capital announces that assets under management reach $2 billion, with over one-third of AUM coming from clients with $1 million or more.

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Advisory services are offered for a fee by Personal Capital Advisors Corporation ("PCAC"), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Featured individuals are actors or paid spokespeople and not clients of PCAC unless otherwise noted. Any testimonial of advisory services are representative of the client’s views at the time it was collected. PCAC is a wholly owned subsidiary of Personal Capital Corporation ("PCC"), an Empower company. PCC is a wholly owned subsidiary of Empower Holdings, LLC. Read Full Disclosures »

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Advisory services are offered for a fee by PCAC, a wholly owned subsidiary of PCC, an Empower company. PCAC is a registered investment adviser with the Securities Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Past performance is not a guarantee of future return. Investing involves risk. Personal Capital and the Personal Capital logo are trademarks of PCC. All other trademarks, trade names, or service marks used or mentioned belong to their respective owners.