Personal Capital Case Study

Wealth Management and Investment Advice Platform

“The goal of Personal Capital was to pull together software and technology to give people insights, and to combine that with fiduciary advisors who would advise clients on how to plan and invest to meet their long-term goals.”
Fritz Robbins, CTO, Personal Capital

Personal Capital is Transforming Financial Lives

  • $12.3 Billion Assets Under Management
  • 22,000 Investment Clients in All 50 States
  • 2.4 Million Planning Their Financial Lives



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