Value proposition

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.

Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns.

Transform how you track and manage your financial life with Personal Capital.

Financial Services, Personal Finance Software, Investment Management, 401k, Banking, Financial Planning, Registered Investment Advisor, Portfolio Management, Financial Advice, and Wealth Advisory Services