Personal Capital
Personal Capital is a hybrid digital investment platform and financial planning service.
Personal Capital overview
Founded
2009
Headquarter Location
Redwood City, CA
Company Size
200-500 employees
Company Type
Private
About Personal Capital
Personal Capital is a hybrid digital investment platform and financial planning service. You can set up different investment accounts through Personal Capital, including individual retirement accounts (IRAs) and non-retirement brokerage accounts.
Personal Capital is also a Registered Investment Advisor. It is not a broker-dealer (aka brokerage) and custodian of its clients’ assets. It partners with Pershing, a broker that buys and sells securities for Personal Capital’s clients.
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