"When Personal Capital Talks, People Should Listen". ^ "Personal Capital Changes Name to Empower".^ "Empower Retirement to acquire Personal Capital" (Press release).^ "Personal Capital Receives $50M in Equity and Debt Funding".^ "NBPA Teams Up With Personal Capital App To Improve Player's Financial Skills"."Almost lost in the robo shuffle, Personal Capital, in its 'special category,' is winning as told by an overlooked metric: revenues". ^ "PERSONAL CAPITAL ADVISORS CORPORATION"."Former Intuit CEO Bill Harris Launches Personal Capital". ^ a b "Company Overview of Personal Capital Corporation".Personal Capital:Online 360-degree personal finance platform". Personal Capital partners with Yodlee Interactive to store and secure customer brokerage credentials. Managed accounts have been an available option for clients with a minimum of $100,000 in assets and include a team of financial advisors assigned to each account in exchange for a fee. A free Personal Capital app for iOS and Android devices has also been available to all users with the same monitoring, analytic, and planning functionalities as the web version. Analytics and planning advice is then automated through a 401(k) fee analyzer, retirement planner, mutual fund analyzer, an investment checkup, and cash flow tool. Users link their banks, brokerages, 401(k)s, mortgages, credit cards, and loans. įree registration has included a digital overview of user finances along with access to Personal Capital's financial analytic and planning tools. Since inception, Personal Capital has provided both free and paid wealth management products. In February 2023, Empower Retirement officially renamed Personal Capital and all of its products to Empower. In July 2020, Canadian-owned, Denver-based Empower Retirement announced it would be purchasing Personal Capital for $825 million plus a contingency payout. In December 2016, Personal Capital raised $25 million in Series E funding from IGM Financial, closing the round at $75 million. In June 2016, National Basketball Players Association (NBPA) teamed up with Personal Capital through a financial education program. In September 2015, there were 800,000 people using Personal Capital's free investing tools to monitor $150 billion in assets. In June 2015, Personal Capital had over $1.5 billion in assets under management. In both 20, Personal Capital was named to CNBC Disruptor 50 list. Securities and Exchange Commission (SEC) as an investment advisor. Since 2012, Personal Capital has been registered with the U.S. The name was changed in 2010 and publicly launched on September 9, 2011. Personal Capital was formerly known as SafeCorp Financial Corp. Personal Capital was founded by Bill Harris, Rob Foregger, Louie Gasparini and Paul Bergholm in 2009. Personal Capital is an online financial advisor and personal wealth management company headquartered in Redwood Shores, CA with offices in San Francisco, CA, Denver, CO, Dallas, TX and Atlanta, GA.
0 Comments
Leave a Reply. |