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.
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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.
Washington Post / June 1, 2021
You need to save, but they want to splurge: How to budget with travel companions
Personal Capital’s Lacey Cobb offers advice for how to set budget expectations with your travel companions to save money.
Grow / May 27, 2021
The average 401(k) balance hit $81,000 during 2020: Here’s how investors’ habits changed during Covid
Personal Capital shares insights on how investors have changed their habits during the pandemic.
CNBC / May 19, 2021
Here are the states with the highest and lowest net worth
Personal Capital takes a look at states that rank highest and lowest in terms of median net worths.
Forbes / May 16, 2021
5 Cool Stock Tracking Apps That Are Easy To Use
Personal Capital recognized by Forbes as a top tracking app for managing your investments.
CNBC / April 12, 2021
Here are the states with the highest and lowest average retirement savings
Curious where your state ranks in terms of average retirement balances? Here’s the state-by-state breakdown for you.
Denver Post / April 20, 2018
2018 Top Workplaces: Building a diverse and inclusive workplace is more than just a cliche for these companies
Personal Capital honored as one of Denver's Top Workplaces by The Denver Post for fourth year in a row.
MarketWatch / April 19, 2018
SEC’s proposal to protect investors isn’t all that helpful, some say
Personal Capital's CEO, Jay Shah, discusses the importance of the fiduciary standard for investors and the financial industry.
Fox Business / April 17, 2018
Can technology help boomers manage their finances?
Personal Capital's wealth management technology provides transparency to see your full financial picture, understand how you’re tracking against your goals, and reveal all the fees you’re paying.
CNBC / April 17, 2018
Out-of-date beneficiary designations are a common and costly mistake
Estate specialists at Personal Capital can work with you to protect your assets and help guard your family against costly procedures.
Forbes / April 12, 2018
10 Tips To Offer People New To Investing
Personal Capital CEO and Forbes Finance Council member, Jay Shah, advises against stock picking, opting for diversification for long-term wealth creation.
CNBC / April 6, 2018
6 strategies to save a fortune, from real people who bank half their income
Personal Capital tools are recommended for tracking expenses as a part of money management.
Kiplinger / April 4, 2018
Find the Right Financial Advice at the Right Price
Personal Capital's fiduciary advisors and free tools offer a balance of support and control for confidence in your finances.
Yahoo! Finance / April 4, 2018
How to Get the Benefits of a Free Financial Advisor
Link your accounts to Personal Capital's free financial tools for clarity and insights into your full financial life.
Forbes / March 31, 2018
Tax Experts: You Might Be Missing These Tax Deductions
Support from a Personal Capital's tax specialist is an added benefit that minimizes stress and improves chances of claiming all your tax deductions.
Investor's Business Daily / March 30, 2018
Estate Planning Checklist: Easy Stress-Free Steps For Getting Organized
Leveraging Personal Capital's tools and estate planning specialist, get a complete picture of all your assets and get your estate in order.
Built in Colorado / March 28, 2018
How 4 Colorado tech leaders found success going against the grain
Personal Capital fundamentally changes the way consumers use technology to live better financial lives.
US News & World Report / March 23, 2018
10 Tax Write-Offs You Shouldn't Overlook
Personal Capital's holistic management approach optimizes clients’ financial portfolios with tax planning strategies.
US News & World Report / March 21, 2018
What Is a Fiduciary Financial Advisor?
The suitability standard isn't enough. Personal Capital's fiduciary financial advisors put their clients' best interests first, acting without conflicts of interests.
NerdWallet / March 13, 2018
Best Budget Apps and Personal Finance Tools for 2018
Personal Capital was honored as the Best Tool to Evaluate Investment Accounts by leading personal finance website NerdWallet.
Wise Bread / March 7, 2018
9 Ways to Reverse Lifestyle Creep
Learn how Personal Capital helps you track spending and avoid lifestyle creep.
The Cut / March 6, 2018
5 Simple Strategies to Save More Money This Year
Using Personal Capital's financial tracking tools, saving money is easier when you know where it's going.
TheStreet / February 27, 2018
You'll Never Be Rich Enough to Stop Worrying
A Personal Capital survey reveals how not having a plan for market volatility or other missteps makes even multimillionaires edgy.
US News & World Report / February 14, 2018
This Is How You Choose Between a Robo and Financial Advisor
Find out how digital offerings like Personal Capital stand apart from roboadvisors.
Barron's / February 10, 2018
Mining for New Kinds of Data in Rocky Markets
Jay Shah on how Personal Capital serves customers during volatile market volatility.
Tearsheet / February 8, 2018
Personal Capital adds ‘socially responsible’ investments
Personal Capital adds Socially Responsible Investing to serve a rapidly growing client base while AUM reaches $6.5 billion.
US News & World Report / February 1, 2018
Why Rich Millennials Aren’t Investing
Michelle Brownstein shares what Millennials are missing out on when they hold too much cash on hand.
Inc. / January 31, 2018
7 Things Science Says All Entrepreneurs Should Do for Themselves
Among the best ways for entrepreneurs to get ahead, Personal Capital is included as a tool to track finances across multiple accounts.
CNBC / January 29, 2018
Here's a three-step investor playbook for 2018
Jay Shah talks market timing, financial roadmaps, and other factors investors should know about in 2018.
MarketWatch / January 17, 2018
Dow ends above 26,000 as main stock indexes stage late-session rally
Craig Birk comments on low market volatility and what to expect in 2018.
US News & World Report / January 17, 2018
How the Tax Cut Affects Investors
46% of US investors list lack of tax optimization among their biggest financial concerns. Learn more about the risks.
CNBC / January 9, 2018
85 Percent of Millennials Expect to Own a Home - Here's How to Buy One, in 8 Steps
Michelle Brownstein shares the first step investors need to make when considering a home purchase.
FOX Business / January 9, 2018
Tech Down on Valuation Concerns
Craig Birk advises investors how to react as shares of tech companies ticked down amid concerns about the sector's valuation.
US News & World Report / January 2, 2018
5 Ways to Make Investing Less Complicated
Michelle Brownstein discusses how to avoid costly, emotional investment mistakes.
The Wall Street Journal / January 2, 2018
Gold Bulls Expect Rally to Continue in 2018
Craig Birk shares investment strategy considerations to make in 2018
MarketWatch / December 29, 2017
US Stocks Struggle to Close out 2017 on an Up Note
Craig Birk on what to expect for the markets at year end.
US News & World Report / December 5, 2017
Is False Diversification Lurking in Your Portfolio?
Kyle Ryan on how you could be taking on much more risk than you realize if you're not diversified.
FOX 5 News / November 29, 2017
Financial tips for the end of 2017
Check out the top five things you should do to keep your finances in check at the end of the year.
CNBC / November 14, 2017
What you don’t know about advisory fees is costing you
Personal Capital's latest report reveals how much investors could be losing to fees.
Bloomberg / November 10, 2017
Extra 2% In Hidden Fees Will Cost You $400k Over Lifetime: Shah
Not knowing what you're paying in investment fees could be costing you hundreds of thousands of dollars.
CBS MoneyWatch / November 7, 2017
A financial adviser can be harmful to your financial health
More than 60 percent of Americans surveyed in our latest report don't know how much they pay in investment fees.
Barron's / October 26, 2017
Personal Capital Highlights Rivals’ Fees
Personal Capital unpacks what investors are really paying in advisory fees, and the cost over a lifetime.
CNN Money / October 11, 2017
Young, wealthy families have their financial priorities all wrong
Why 70% of wealthy millennial families are putting college savings ahead of retirement.
FOX Business / September 25, 2017
Tax Plan Impact on the Wealthy
Jay Shah shares the biggest considerations America's mass affluent need to make when it comes to taxes.
The Wall Street Journal / September 4, 2017
What’s the Best Account for College Savings?
How to avoid confusion when it comes to saving for college.
Yahoo! Finance / August 15, 2017
A hot fintech startup has amassed nearly $5 billion from people willing to hand over their bank logins
Personal Capital crosses $5 billion in AUM, and here's what's next.
Bloomberg Markets Radio / July 21, 2017
Former PayPal CEO: Using Technology to Improve Financial Lives
Bill Harris on the benefit of pairing technology with people to manage your money.
CNBC / July 19, 2017
The 2 biggest mistakes first-time homebuyers make
Before you go house hunting, know these rules of thumb to consider.
U.S. News & World Report / July 12, 2017
Female Financial Advisors Find Their Way
Could a female financial advisor be a better fit for your financial life?
San Francisco Chronicle / July 1, 2017
Fannie Mae making it easier to spend half your income on debt
Michelle Brownstein on how to balance income and debt to live comfortably and retire securely.
Money / June 7, 2017
This New Rule Makes It Harder for Your Broker to Take Advantage of You. Here's What You Should Know
Details on the rule that could protect your retirement savings.
CNBC / June 7, 2017
Investor study shows that nearly half don't trust their financial institution
Investors are cautious when it comes to trusting financial advisors, and here's why.
FOX Business / May 25, 2017
Financial Advisors Need to Gain the Trust of Investors First
Jay Shah and Bill Harris on how to find a financial advisor you can trust.
CNBC / May 24, 2017
How to keep your money safe from cyberattackers
Personal Capital's CTO Fritz Robbins on how to keep your financial account secure.
The New York Times / March 23, 2017
Banks and Tech Firms Battle Over Something Akin to Gold: Your Data
Big banks are pushing new restrictions on how technology companies get access to their client's personal financial data, in some cases refusing to pass along information like the fees and interest rates they charge.
San Francisco Chronicle / February 25, 2017
New financial tech charters may speed up industry acceptance
The federal Office of the Comptroller of the Currency starts path to recognize fintech startups as special-purpose banks.
American Banker / February 23, 2017
Why a clear answer to the data-sharing debate remains elusive
As debates swirl around who should have control over the customer data and how that data should be protected, an underlying question also has yet to be determined: How should that data best be shared?
ThinkAdvisor / February 14, 2017
Personal Capital CEO’s Mission to Save Fiduciary Rule, Dodd-Frank
Our CEO and Founder, Bill Harris, is on a personal mission to save the fiduciary rule.
TIME / January 18, 2017
How to Pick a Robo Advisor
See why Personal Capital is the best pick among those who are more established.
Forbes / January 4, 2017
How To Beat the S&P 500 At It’s Own Game
There may be a way to beat the S&P 500 at its own game – equal-weighting its stocks holdings.
WCVB Boston / January 4, 2017
Extreme Frugality Helps Couple Retire in Their 30s
Learn how a 30-something couple retired early with the help of frugality and Personal Capital's free tools.
Forbes / January 3, 2017
Five Essential 401(k) Questions You Need To Ask In 2017
Forbes notes Personal Capital as source of advice when you have questions about your 401k.
Kiplinger / December 26, 2016
7 Budgeting Tools to Get Your Finances in Order
Personal Capital featured among Kiplinger's best budgeting tools to manage your personal finances.
U.S. News & World Report / December 21, 2016
Can a Robot Manage Your Money in 2017?
Personal Capital highlighted as top money management tool to use in 2017.
Kiplinger / December 2, 2016
Personal-Finance Writers Reveal Their Favorite Products and Services to Save and Manage Their Money
Personal finance experts weigh in on the industry's best free apps and note Personal Capital as a great way to track investments.
CNBC / November 17, 2016
Early retirees who saved $1 million share their 7 best resources
Couple using Personal Capital shares how tools helped them meet their retirement goals.
Fox Business / November 16, 2016
What a Trump Administration Means for Your Retirement
Personal Capital 2016 Election Report shows impact of President Trump on America's personal finances.
InvestmentNews / November 15, 2016
Robo-advisers sound off to SEC about rule changes for automated advice
Vice Chairman Mark Goines shares outlook on fintech at the SEC's inaugural Fintech Forum.
MarketWatch / November 14, 2016
Want to invest automatically? Here are the types of robo advisers to consider
Personal Capital featured for financial tools including Investment Checkup and Net Worth calculator.
Wealth Management / November 11, 2016
What Trump Means for Personal Finances
Personal Capital's 2016 Election Report covers personal finance strategies that investors can use with Trump's new proposals for education, health care, Social Security and taxes.
MarketWatch / November 10, 2016
Investing during a Donald Trump presidency — don’t follow your gut
Personal Capital Vice Chairman Mark Goines shares investment advice during uncertain times.
USA Today / November 9, 2016
Trump's vague plans could reverberate in tech
Personal Capital Vice Chairman Mark Goines evaluates how a Trump presidency will affect the technology sector.
Financial Times / November 1, 2016
European bank results, Brexit debate and robo advisers
CEO Bill Harris discusses the future of hybrid financial advice.
Wall Street Journal / November 1, 2016
Spotlight on Robo Advisers’ Returns
Personal Capital featured among most popular hybrid and robo advisers in Wall Street Journal.
Huffington Post / October 13, 2016
Millennials and Mobile Banking — The Changing Times
Personal Capital featured as tool Millennials can use to get a more holistic view of their financial lives.
Go Banking Rates / October 6, 2016
Steps to Take Now to Avoid Holiday Overspending
Personal Capital's Michelle Brownstein talks holiday spending and how to avoid going overboard.
RIA Biz / September 21, 2016
How Personal Capital Got a Stunning $1 Billion AUM Boost in Six Months – After Gathering Its First $2 Billion Over Six Years
CEO Bill Harris shares what's next for Personal Capital following accelerated AUM growth in 2016.
MarketWatch / September 20, 2016
Will ‘Cyborg’ Investing Be the Just-Right Combination for Investors? When Humans, Technology and Investing Collide
People plus technology – the golden combination when it comes to managing your money.
Bloomberg / September 15, 2016
Personal Capital CEO Harris on the Future of FinTech
Bill Harris featured on Bloomberg discussing what's to come in the fintech industry.
VentureBeat / September 13, 2016
How Fintech Innovators Are Attracting Markets the Banks Are Ignoring
Chief Product Officer Jim Del Favero discusses how Personal Capital uses technology to identify what customers need, and when they need it in terms of managing their money.
USA Today / September 3, 2016
If Your Parents Can't Afford to Retire, Giving Them Money Won't Help
The median retirement savings amount for Americans nearing retirement is a mere $12,000 – and it's time for better solutions.
VentureBeat / August 16, 2016
The Exodus From Banks to Financial Apps: How Data Aggregation is Transforming Financial Services
Chief Product Officer Jim Del Favero shares how technology is transforming the wealth management industry.
TIME / August 9, 2016
Why Trump and Clinton Need To Join The Conversation on Retirement Security
Retirement is a huge issue in America and the presidential candidates aren't spending enough energy on this looming problem.
CNBC / August 8, 2016
Why You Should Ditch Your Mutual Funds Now
Personal Capital CEO Bill Harris shares his thoughts on how repeated poor performance and high costs make most mutual funds a poor and outdated investment vehicle.
Chicago Tribune / August 2, 2016
Make A Few Fast Investment Fixes
Cutting investment fees is just one way Personal Capital can help you check up on your financial health.
Consumer Reports / July 28, 2016
The Rise Of The Robo-Adviser
Technology has done a lot to move investment advisory services forward, and Personal Capital is one firm that offers a hybrid approach, combining online tools with a human touch.
CNBC / July 26, 2016
Robo Advisors May Have Too Much Control Over Your Portfolio
Deciding to go with a robo-advisor versus a hybrid firm like Personal Capital means you can't override the technology when the market changes suddenly.
Men's Fitness / July 25, 2016
The 5 Best Personal Finance Apps
Whether it's budgeting or amassing wealth, Personal Capital's app gives you the transparency you need across your financial life.
Chicago Tribune / July 14, 2016
Online Budgeting Tools Can Get You Back On Track
Personal Capital is listed as a free online tool that can go a long way in getting your finances back on track.
MarketWatch / July 1, 2016
5 Ways To Find Free Financial Advice
In order to get the best advice, you need a holistic picture of your finances, and Personal Capital lets you link all your accounts so you can understand your full financial landscape.
CNN Money / June 17, 2016
Should I open up a credit card in college?
Personal Capital’s Senior Vice President and Certified Financial Planner, Michelle Brownstein, gives college students advice on the great power and great responsibilities associated with opening up a credit card.
Financial Advisor IQ / June 8, 2016
Are Machines Catching Up with Human Advisors?
Personal Capital’s CMO, Mark Goines, discusses the benefits of a hybrid advising system, allowing the company to manage an average of 1.4 more accounts than robo advisors.
Forbes / May 27, 2016
What Financial Planners Wish You Were Doing For Retirement Advice
Personal Capital reports that 40% of Millennials don’t have retirement savings, and financial advisors weigh in on what they should do about it.
WealthManagement.com / May 25, 2016
Institute For Fiduciary Standard Launches 'Campaign For Investors' Trend
Personal Capital’s CEO, Bill Harris, shares his thoughts on how the DOL fiduciary rule will affect investors and the financial industry.
RIA Biz / May 23, 2016
How Personal Capital plans to spend its $75 million of green to grow and become better known as the un-robo robo
Personal Capital shares how they will grow with $75 million in Series E funding.
TheStreet / May 23, 2016
How to Handle Your First 401(k) Plan
Personal Capital’s CEO, Bill Harris, shares how tech driven solutions will help Millennials buried in student loan debt.
CNBC / May 19, 2016
Not worried about retiring comfortably?
The American dream is achievable and Personal Capital’s CEO, Bill Harris discusses how to set realistic retirement goals.
CNBC / May 3, 2016
These threats can wreak havoc on your retirement plans
CEO of Personal Capital offers a few words of wisdom when it comes to threats that may affect your retirement plans.
CNBC / April 26, 2016
How hidden fees can crack that nest egg
Even with the best retirement plan and intentions to save, you could be giving up thousands of dollars in hidden fees.
Bloomberg / April 21, 2016
Millennial Women Save More Than Mom but Less Than Men
A poll, conducted by Personal Capital, shows Millennial women are behind men in retirement savings.
Business Insider / April 20, 2016
Millennials' beliefs about retirement are 'delusional'
According to Personal Capital’s annual Retirement Readiness Survey, Millennials have a false sense of security about their retirement savings.
CNN Money / April 6, 2016
New Obama rule goes after shady financial advisers
The Obama administration now requires retirement advisers to always act in the best interest of their clients, and Personal Capital supports the expectation of transparent financial advice.
MarketWatch / March 31, 2016
Who can manage your retirement better: You or an app?
Executive Vice President of Advisory Services, Kyle Ryan, discusses the value of investing in your 401k.
Nerd Wallet / March 26, 2016
Here’s Why We’re Not Saving Enough for Retirement — and How to Catch Up
Personal Capital’s report shows what Americans are spending most on, and how it impacts retirement savings.
Forbes / March 11, 2016
Your Net Worth Probably Won't Land You On The Forbes 400, But It's Still Important To Know
Senior Vice President of Advisory Services, Michelle Brownstein, shares the first step to starting a retirement plan: knowing your net worth.
Forbes / March 7, 2016
Don't Want To Retire At 30? How To Retire On Time, With Enough Money
401k providers make figuring out what you’re paying in fees tough, but Personal Capital’s financial dashboard reveals hidden fees.
Forbes / March 2, 2016
12 Free Apps To Track Your Spending And How To Pick The Best One For You
Personal Capital’s sophisticated budgeting tools track investments and create models for retirement, college savings and other big life events, linking all your accounts into one.
Business Insider / February 24, 2016
The best thing a beginning investor can do, according to a Nobel prize winner
Personal Capital Academic Advisory Board member and Nobel prize winner Harry Markowitz shares his biggest investing tip.
Breaking Banks / February 19, 2016
Fintech Tackling Investment Management
Personal Capital COO Jay Shah discusses how fintech is shaping the investment management industry.
TheStreet / February 18, 2016
What Kanye West’s $53 Million Debt Can Teach Americans About Money
Personal Capital CEO Bill Harris offers words of financial wisdom for Kanye West as he faces $53 million of debt.
Forbes / January 7, 2016
12 Predictions For How Tech Will Change Your Financial Life In 2016
Forbes asks fintech founders what to expect in 2016, and Personal Capital CEO Bill Harris weighs in.
USA Today / December 10, 2015
Low fees drive rise of 'robo' financial advisers
The future of financial advice will combine technology and the human touch.
Forbes / December 9, 2015
Forbes FinTech 50
Personal Capital is featured on Forbes' 2015 FinTech 50 list.
Forbes / November 19, 2015
7 Budgeting Tools To Better Manage Your Money
Personal Capital's free financial dashboard helps any user track not just their budget, but also their investment accounts.
The New York Times / November 18, 2015
A Flurry of Growth in the Online Financial Advice Field
With Personal Capital's new investment minimum lowered from $100,000 to $25,000, more Americans have access to the sound financial advice they need.
Wall Street Journal / November 18, 2015
Automated ‘Robo’ Adviser Lowers Its Investment Minimum
Personal Capital announces lowering of investment minimum from $100,000 to $25,000.
USA Today / October 27, 2015
Don't let investment fees suck away your savings
Too many Americans are unaware of what they pay in financial advisory fees and how these fees can affect their financial future.
CNBC / October 5, 2015
Can robots close the retirement savings gap?
Personal Capital's hybrid investing model offers both online financial tools and the support of human financial advisors.
Forbes / October 1, 2015
When Personal Capital Talks, People Should Listen
Between traditional wealth managers and robo advisors, Personal Capital makes waves with fintech offerings.
TIME / August 19, 2015
The 4 Questions You Must Get Right for a Secure Retirement
In a recent Personal Capital survey, only 32% of Americans stated they felt very or somewhat prepared for retirement.
USA Today / August 7, 2015
Department of Labor to hold conflicts of interest hearing
As more families rely on financial advisers and brokers, offering financial advice that is in clients' best interest becomes increasingly important.
The Huffington Post / August 4, 2015
The Meritless Assault on the DOL's Fiduciary Rule
Personal Capital CEO, Bill Harris, shares his support for the expansion of the Department of Labor's Fiduciary Rule.
Financial Advisor IQ / July 30, 2015
Survey: Brokers Less Trusted Than Uber Drivers
A recent survey shows many Americans skeptical of brokers compared to other professionals.
Investment News / July 27, 2015
Bill Harris Op-Ed: Openness, transparency drawing investors to robo-advisers over Wall Street Banks
CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests.
Medium / July 9, 2015
Bill Harris Op-Ed: When Finances Get Complicated, Investors Will Always Need a Human Touch
Investment advice is becoming democratized in a way never before possible. But when it comes to challenging questions and complicated life situations, the human touch is irreplaceable.
Forbes / June 22, 2015
Test An Endless Number Of Retirement Projections With This New Tool
55% of U.S. adult non-retirees feel unprepared for retirement, according to a new poll. Fifty-one percent say just thinking about it makes them feel overwhelmed.
Slate / June 5, 2015
Toss Your Budget
Keeping a budget is a sacred pillar of personal finance, but it’s not nearly as essential as we think.
CNBC / May 12, 2015
2015 CNBC Disruptor 50 List
Personal Capital named one of CNBC’s Top 50 Disruptors for a second year in a row.
US News / February 17, 2015
5 Tools to Manage Your Money in Retirement
These budgeting services will help you track and improve your finances.
Wall Street Journal / February 12, 2015
Investors Snap Up Online Financial Advisors
Silicon Valley's latest passion: robo-advisors.
Forbes / January 28, 2015
Can Robo-Advisors Survive A Bear Market?
It could be said that 2014 was the year that investment advice went digital as a growing number of people handed over their money to computers or to financial advisor's they've met online only.
Investopedia / January 26, 2015
A Guide to Choosing the Best Robo-advisor
It's not just the $104.3 million that this Redwood City, Calif.-based startup has raised - it's who's involved.
RIA Biz / January 2, 2015
What exactly are robo-advisors, why did they steal the 2014 show and what will a 2015 repeat take?
Robo-advisors were so 2014, but they could well be so 2015, so 2016 and so on.
FOX31 Denver / December 8, 2014
The Financial Advisers of the Future May Well Be Robots
"We do have more human oversight than some of the other online-only players," said Craig Birk, VP of Portfolio Management at Personal Capital
Financial Advisor IQ / December 4, 2014
Give Your Clients the Technology They Crave
Anyone curious about where technology is taking the financial-advice industry might want to check out Personal Capital, an RIA in Redwood City, Calif., with AUM of $950 million. The firm is a true cyborg. Founded in 2009, it provides online wealth management through both flesh-and-blood advisors and robo software.
CNBC / October 30, 2014
Money Chases Online Money Managers
"We're leading the transformation of financial services from physical to virtual delivery," Personal Capital CEO Bill Harris said in a statement on Wednesday, announcing that the company had raised $50 million in a round led by Corsair Capital.
TechCrunch / October 29, 2014
Personal Capital Adds $50 Million As Digital Financial Management Bulks Up
In the latest news, Personal Capital, a provider of electronically enabled wealth management services, said it has raised $50 million in a new round of financing.
CNBC / October 22, 2014
Don't Get Gripped by Fear or Panic 
Bill Harris, Personal Capital CEO and former PayPal CEO, isn't terribly concerned about the market because he looks at the long-haul picture.
Investment News / October 7, 2014
Solution to Nation's Saving Problem? There's An App For That
If a paralyzed Congress isn't going to fix America's retirement savings problem, then a Silicon Valley digital investment expert will. [requires login]
Investment News / July 17, 2014
Wearable Devices Edge Into the Adviser Space
Wearables are getting the buzz in the technology market lately, so it makes sense that a Silicon Valley-based online investment platform should be one of the first firms in the advisory world to integrate its mobile application on wearable tech devices. [requires login]
Investment News / June 23, 2014
40 Under 40: Kyle Ryan
Kyle Ryan wishes the industry would stop referring to Personal Capital as a robo-adviser. "It bothers me because we're not," said Mr. Ryan, executive vice president of the San Francisco-based firm that offers an online investment advisory platform. "From the beginning we've also embraced the traditional adviser relationship because we think people want and need advisers."
CNBC / June 20, 2014
Robots take on Wall Street
Bill Harris, Personal Capital founder & CEO, says his firm is disrupting an entire industry. Harris explains how his firm brings technology and finance together to assist and advise individuals.
CNBC / June 17, 2014
The 2014 CNBC Disruptor 50 List
According to Bill Harris, co-founder and CEO of Personal Capital, wealth management in the 21st century needs to be more dynamic than someone sitting behind a desk doling out investment advice.
Forbes / April 16, 2014
The Best Online Tools to Track Your Investments
My personal favorite and the tool I use daily. Personal Capital enables an investor to link virtually any investment account, including retirement and taxable accounts.
Financial Advisor / April 2014
The Rise Of The Robo Advisors
"This is the biggest thing that’s happening in this world," says Bill Harris, the CEO of Personal Capital, about the onslaught of online investment management sites into the advisory space. "This is just the evolution of the business. Everybody will be doing this five to 10 years from now."
The New York Times / February 10, 2014
Sites to Manage Personal Wealth Gaining Ground
PERSONALCAPITAL.COM, featuring direct personal advice, is an interactive suite of tools that is tailored to more sophisticated investors. The site includes features like a mutual fund cost analyzer and a big-picture net-worth tracking tool.
Lifehack / February 2014
40 Must Have iPhone & iPad Apps in 2014
Personal Capital: An award winning financial app. Your fiscal situation can be viewed at a glance: charts and graphs assist you in monitoring income, spending, and investment. You can also contact expert advisors. (Cost: Free).
Men's Health / January 22, 2014
10 Ways You're Secretly Losing Money
Track your net worth with Personal Capital, a free online tool that monitors everything from your portfolio to loans to checking accounts.
Investment News / November 13, 2013
Personal Capital Debuts Investment Management Tool
Personal Capital's new service, called Investment Checkup, evaluates users' investments and other assets, and recommends a target asset allocation and guidance for constructing the recommended portfolio. It also provides data showing how well existing investments are performing. [requires login]
Fox Business / October 31, 2013
Buy and hold, or steer clear from Twitter?
Former Paypal CEO Bill Harris gives his views on Twitter's IPO.
Denver Post / October 1, 2013
Personal Capital Picks Denver As Hub For Its Financial Advisors
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, the company's CEO announced Tuesday.
Nerd Wallet / July 10, 2013
Personal Capital Review: Is Bill Harris’ Software The Future of Money Management?
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’
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. The funding will be used to hire new talent and grow the Silicon Valley-based company; CEO Bill Harris expects the company to be profitable by early 2015, and he’s planning to take it public.
TechCrunch / June 5, 2013
Personal Capital Closes $25 Million in Series C Funding for Online Wealth Management
When many people hear "wealth management," they think of elite advisors meeting old money clients at the country club...in the years ahead, one Silicon Valley startup is aiming to shake up that establishment...
FOX Business / May 16, 2013
Super Rich Changing Up Investment Strategies?
Personal Capital CEO Bill Harris on how investors can learn from the investment strategies of the super rich.
CNN Money / April 13, 2013
5 Best Apps to Invest Smarter
Money magazine picks the best apps to help you invest and manage your portfolio.
USA Today / February 27, 2013
Ask Matt: Options for tracking your portfolio
Personal Capital is designed to be a Web-based tool for investors. Personal Capital offers powerful investment tools to track performance and monitor the mix of investments, or asset allocation. Personal Capital also lets investors send money if they choose.
US News / February 27, 2013
Is an Online Financial Advisor Right for You?
Wealth management is moving to the Web. Will your portfolio move with it?
Macworld / December 17, 2012
The 28th Annual Editors' Choice Awards
First there was Mint, and Mint was good: It’s a free website that aggregates all your bank accounts and investments. But then came Personal Capital...
Time / September 16, 2012
50 Best Websites 2012
This slick site for managing your money is a rival to the excellent Mint...but it emphasizes your long-term fiscal health over month-to-month spending, with tools such as a visual graph of your investment allocation and a 401(k)-fee analyzer.
Macworld / July 20, 2012
Personal Capital Web-Based Financial Management
Having used Personal Capital to track my income and investments for several months now, I can say that this is by far the best personal financial tool that I’ve had the pleasure to use, on my Mac or on the Web.
Mashable / April 10, 2012
How One Startup Is Digitizing the Business of Personal Finance
The world of personal finance is slowly experiencing an Internet revolution, but many people still rely on the old brick-and-mortar shops for advice about investing, mortgages, retirement accounts and other complex financial processes. Personal Capital, a California-based startup, is seeking to change all that by fusing the worlds of finance and technology.
Forbes / September 28, 2011
Personal Capital Is More Than Just Mint For Rich People
But what seems to differentiate Personal Capital from other financial advisory firms is its underlying technology. Harris compares his company to a duck, which appears calm on the surface but is fiendishly paddling under the water.
The New York Times / September 22, 2011
Personal Capital Aims To Be Next-Generation Financial Adviser
When Bill Harris thinks about investment advisers that cater to the wealthy, he said he envisions someone with graying hair behind a mahogany desk who has a “parent-child” relationship with clients. He’d like to change much of that.
Bloomberg Businessweek / August 25, 2011
Wealth Management for the Internet Age
Harris has quietly worked for two years on a startup called Personal Capital, raising $27 million in financing. Harris hopes to create a new kind of financial-services firm catering to moderately wealthy individuals whose net worth—from a couple hundred thousand dollars to a couple million—is not quite fat enough to attract the high-priced investment advisers at Morgan Stanley (MS) or Goldman Sachs (GS).
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