Personal Capital

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Description

  • Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients' best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, Better Financial Lives Through Technology and People, and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
  • location

    Headquarters:726 Main Street , Redwood City, California, United States

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  • Personal Capital phone

    Phone Number: +1 650-556-1078

  • Personal Capital website

    Website: idiotnoob.com

  • Personal Capital employees

    Employees:301

  • Personal Capital revenue

    Revenue:$50 - 100M

  • Personal Capital legal name

    Legal Name:Personal Capital

  • Personal Capital's Social Media

    Personal Capital linkedin Personal Capital facebook Personal Capital twitter
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Chief Investment Officer for Personal Capital

Craig Birk

Chief Investment Officer

Person level website visitor identification

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View Employees

Craig Birk

Chief Investment Officer

Jim Del Favero

Chief Product Officer

Fritz Robbins

Chief Technology Officer And Chief Information Officer, Personal Capital

Allison Amadia

General Counsel, Chief Creative Officer, Head Of Human Resources And Director

Paul Bergholm

Chief Administrative Officer And Vice President Finance

Frequently Asked Questions regarding Personal Capital

  • Where are Personal Capital's Headquarters?

    Personal Capital's Headquarters are in 726 Main Street ,Redwood City,California,United States

  • What is Personal Capital's phone number?

    Personal Capital's phone number is +1 650-556-1078

  • What is Personal Capital's official website?

    Personal Capital's official website is idiotnoob.com

  • What is Personal Capital's Revenue?

    Personal Capital's revenue is $50 - 100M

  • What is Personal Capital's NAICS code?

    Personal Capital's NAICS code is 523930

  • How many employees are working in Personal Capital

    Personal Capital has 301 employees

  • What is Personal Capital's Industry?

    Personal Capital is in the industry of Financial Services

  • Who is Personal Capital's Chief Investment Officer?

    Personal Capital's Chief Investment Officer is Craig Birk

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