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. "
- Company Name:Personal Capital
(View Trends)
-
Headquarters: (View Map)Redwood City, CA, United States
-
Financial Services
-
200 - 500 employees
- 14875 Global Rank
- 2942 United States
- 4.94 M Estimated Visits
-
Direct67.71%
-
Mail13.33%
-
Search11.76%
-
Social5.27%
-
Display1.00%
-
Referrals0.94%
-
97.28%
-
0.36%
-
0.25%
-
0.15%
-
0.12%
- 10 SDKs
- 4.68 Avg. Rating
- 4.56 K Total reviews
- App Url: https://itunes.apple.com/app/personal-capital/id504672168
- App Support: https://support.personalcapital.com/home
- Genre: Finance
- Bundle ID: com.personalcapital.personalcapital
- App Size: 69.4 M
- Version: 13.0.2
- Release Date: March 13th, 2012
- Update Date: June 9th, 2021
Description:
Monitor all your investments, retirement, and finances with the only portfolio tracker you’ll ever need.
The Personal Capital Investing and Finance App - this is the smart way to track and manage your personal finance. Now you can see all your accounts in one place—bank accounts, stocks, retirement funds, and your investments. Use our Retirement Planner tool or become an investment client to get access to our financial advisors. This is more than a portfolio tracker, this is professional-grade tech to help you take control of your finances.
"Best App for Investors" - CNBC, 2021
"Best Financial App Award" for 2021 by Money Under 30
"Best for Portfolio Management" - for 2020 by Investopedia
START NOW FOR FREE
Join over 2.8 million people who use our free tools (as of 12/31/20).
MANAGE ALL YOUR ACCOUNTS IN ONE SECURE PLACE
With Personal Capital, you can see all of your accounts in one place. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard.
INTERACTIVE CASH FLOW TOOLS
The Cash Flow graph allows you to see your total income and total expenses across all of your accounts, month over month.
TRACK YOUR INVESTMENTS
See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.
PLAN FOR RETIREMENT
Build, manage, and forecast your retirement in one convenient place with your Retirement Planner.
PERSONAL CAPITAL FOR APPLE WATCH
Set a spending target and track it on the go. Quickly check your status by day, week, month, or year. Access your spending simply by checking the date.
WE DO NOT SELL YOUR PERSONAL INFORMATION
At Personal Capital, we keep your best interests in mind. This includes not selling your personal information. And if we share your information with third parties to help us deliver our services, we require that they don’t sell your personal information either. After all, nobody wants their contact information sold to telemarketers. Want to learn more about this? Please see our privacy policy at personalcapital.com/privacy-policy.
All visuals are illustrative only.
* For more information about Personal Capital's advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management. © 2021 Personal Capital Corporation, a wholly owned subsidiary of Empower Holdings, LLC. All rights reserved.
Sort by
Joe356
Pak Protector
Best free tool out there!
hfgffgfrtukhffv
Junk
Sergey Saks
Zillow bug
Alphababy
Clear Visuals
Dolabaille
Excellent money management
-
Native14.14%
-
Standard61.11%
-
Direct24.75%
They are headquartered at Redwood City, CA, United States, and have 4 advertising & marketing contacts listed on Kochava. Personal Capital works with Advertising technology companies such as RadiumOne, DoubleClick.Net, Facebook Exchange FBX, AppNexus, AdRoll, Openads/OpenX, Rubicon Project, Right Media, Amazon Ad System, Rocket Fuel, Amazon Associates, Google Adsense, Google Remarketing, Facebook Custom Audiences, MaxPoint Interactive, Twitter Ads, Yahoo Small Business, Pubmatic, Yield Manager, AppNexus Segment Pixel, ContextWeb, Magnetic, Index Exchange, Tapad, GumGum, Criteo, DoubleClick Bid Manager, LinkedIn Ads, Bizo, The Trade Desk, adingo, Advertising.com, Adap.TV, C3 Metrics, Zedo, TripleLift, Polymorph, Taboola, IponWeb BidSwitch, Nativo, Nudge, Google Floodlight Counter, Simpli.fi, Podsights, StackAdapt, ExactTarget, Microsoft Advertising, Singular Labs, Impact, Network Solutions Ads, StackAdapt Retageting.
Cool app!