Personal Capital - Tech Innovator Profile

Personal Capital - Tech Innovator Profile

  • August 2021 •
  • 9 pages •
  • Report ID: 5897014 •
  • Format: PDF
Personal Capital - Tech Innovator Profile

Summary
This profile offers an overview of Personal Capital, which provides online financial tools and financial advisory services that help individuals track, manage, and view their finances in a single dashboard.

Personal Capital provides online financial tools and financial advisory services that help individuals track, manage, and holistically view their finances on a single dashboard.Personal Capital also offers wealth management services to investors by combining its online tools and fiduciaries for managing a financial portfolio.

The online tools and advisory services offer individuals and investors a clear and transparent view of their finances, resulting in a complete transformation of the way they manage, understand, and achieve investment goals. According to Personal Capital, it offers better annualized returns than its comparative benchmark, which represents the mixed total return for its exchange-traded funds portfolio (composed of international equities, US equities, international bonds, US bonds, and alternatives).

Scope
- Won awards at Investopedia’s 2019 Robo-Advisor Awards in the Best Overall Robo-Advisor, Best for Goal Tracking, Best for Socially Responsible Investors, and Best for Sophisticated Investors categories.
- Personal Capital has raised investments worth $265.3m from investors such as IGM Financial, Institutional Venture Partners, and Venrock.

Reasons to Buy
- Gain insight into Personal Capital’s business operations.
- Learn about its partnerships and funding.
- Identify the company’s technology focus.
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