REDWOOD SHORES, Calif., March 3, 2020 /PRNewswire/ -- Personal Capital, an industry-leading registered investment advisor and digital wealth manager, today revealed an expansion to its current Montgomery Street office. The company also recently surpassed $850B in assets tracked on the platform with over 50 percent growth in AUM in the past year.
The growing office will feature updated workspaces and conference rooms with open-concept layouts for employees to accommodate continuing growth of the company in San Francisco.
"While companies are re-evaluating their presence in San Francisco, Personal Capital is always planning for the long-term and will continue adding local talent as an investment in the company so we can serve our growing client base," said Jay Shah, CEO of Personal Capital.
San Francisco is widely acclaimed for access to top tech talent, an integral part of Personal Capital's success. This expansion reflects a continued commitment to fostering and growing the local talent, as Personal Capital plans to expand its San Francisco-based team by 30 percent.
Personal Capital has recently executed a successful rebrand, launched Personal Capital Cash™, expanded the program to offer Joint Accounts, expanded its Team of Experts and Investment Committee all within the last year.
Personal Capital currently employs over 400 people and is headquartered in Redwood Shores with offices spanning the U.S. in Atlanta, Denver, Dallas and San Francisco. Since its founding in 2008, Personal Capital has grown to manage over $12 billion in assets and provide award-winning financial planning technology for everyone. To find out more about Personal Capital and its career opportunities please visit http://www.personalcapital.com.
ABOUT PERSONAL CAPITAL
Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360-degree approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor's financial picture and goals. We currently manage more than $12 billion in assets and have offices across the U.S. For more information, please visit http://www.personalcapital.com or connect with us on Facebook, Twitter or LinkedIn.
Advisory services are offered for a fee by Personal Capital Advisors Corporation, a wholly owned subsidiary of Personal Capital Corporation. Personal Capital Advisors Corporation is a registered investment advisor with the Securities and Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not a guarantee or indicative of future returns. The value of your investment will fluctuate, and you may gain or lose money.
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