Personal Capital

Personal Capital gives you the clarity and confidence to achieve your financial goals. Our free online tools combine all of your accounts in one place. A powerful dashboard provides deep insights and allows you to understand your total financial picture. Our expert advisors use these same tools to provide personalized wealth management that dynamically evolves with your changing life. As fiduciaries, we are legally bound to act in your best interest. With an emphasis on holistic planning, risk management, and after-tax returns, the focus is always on total value. Transform how you track and manage your financial life with Personal Capital. Mission: We believe in the power of technology to change the financial industry, making it more accessible, affordable, and honest. And we believe in the power of people to change the nature of investment advice, making it more transparent, objective, and personal.