Personal Capital was founded in 2009 by Bill Harris and Rob Foregger. Originally named SafeCorp Finanacial, the company changed names in 2010 and has been registered with the securities and exchange commission since 2012.
The company is an online financial advisor and personal wealth management system which uses software for analysis and planning tools. These tools, then generate 401K estimates, mutual fund analyzer, investment fund checkup, and more.
Clients who have a minimum deposit of $25,000 also have access to a team of financial advisors assigned to them for a fee. Personal Capital partners with Yodlee to store and secure customer brokerage credentials and financial information. In late 2016, the company secured $25 million in series E funding from IGM Financial.
Personal CapitalPersonal Capital was founded in 2009 by Bill Harris and Rob Foregger. Originally named SafeCorp Finanacial, the company changed names in 2010 and has been registered with the securities and exchange commission since 2012.
The company is an online financial advisor and personal wealth management system which uses software for analysis and planning tools. These tools, then generate 401K estimates, mutual fund analyzer, investment fund checkup, and more.
Clients who have a minimum deposit of $25,000 also have access to a team of financial advisors assigned to them for a fee. Personal Capital partners with Yodlee to store and secure customer brokerage credentials and financial information. In late 2016, the company secured $25 million in series E funding from IGM Financial.