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Personal Capital: Tech Innovator Profile

May 2020 | 10 pages | ID: P84959D79003EN
GlobalData

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Personal Capital: Tech Innovator Profile

SUMMARY

Personal Capital provides online financial tools and financial advisory services that help individuals track, manage, and holistically view their finances in a single dashboard.
This report provides insight into Personal Capital, including an overview of the company and its product offering, information on its key partnerships, and biographies of its top management.

SCOPE
  • Personal Capital uses proprietary algorithms to analyze its users’ data, and allows them to view and manage their personal finances in real-time through its comprehensive dashboard.
  • Personal Capital 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.
REASONS TO BUY
  • Gain insights into Personal Capital’s business operations.
  • Learn about its funding and partnerships.
  • Discover the company's technology focus.
Company Overview
Technology Focus
Product Overview
Partnerships & Funding
Key Employees
Appendix

COMPANIES MENTIONED

Alight Solutions
AllianceBernstein
Alliance Partners
IGM Financial
Corsair Capital
BBVA Ventures
USAA
Crosslink Capital
BlackRock
Institutional Venture Partners
Venrock


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