Personal Capital Email Format

Financial ServicesCalifornia, United States1001-5000 Employees

Personal Capital operates in the financial services sector and is based in Redwood City, California. The firm provides a digital platform that consolidates users' accounts into a single view and exposes a dashboard with insights into their overall financial picture. For investment clients, a fiduciary advisor uses these tools to deliver personalized wealth management guidance that is clear and trustworthy, with plans that evolve as life circumstances change.

The company serves individuals seeking greater clarity and control over their finances by addressing the challenge of fragmented data with an integrated view and tailored advice. In January 2021, Personal Capital launched a free financial dashboard to broaden access to its tools.

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