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Jun 16, 2020, 09:01 ET Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since...

Jun 01, 2020, 09:00 ET Personal Capital Launches New Product Feature Recession Simulator

Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, today launched a new product feature and ...

Apr 14, 2020, 09:00 ET Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

In the midst of a global pandemic, Personal Capital is leading the financial service industry's shift to a remote setting by delivering advice at...

Mar 03, 2020, 09:00 ET Personal Capital Expands Its Office in San Francisco By 30 Percent

Personal Capital, an industry-leading registered investment advisor and digital wealth manager, today revealed an expansion to its current Montgomery ...

Feb 19, 2020, 09:00 ET After Explosive Growth, Personal Capital Expands Investment Committee and Adds New Industry Expert

Personal Capital, an industry-leading digital wealth management firm and registered investment advisor, announced today that it has expanded its...
Personal Capital Goes All-In on Customer Centricity in Brand Transformation for 10th Anniversary

Oct 29, 2019, 08:00 ET Personal Capital Goes All-In on Customer Centricity in Brand Transformation for 10th Anniversary

Personal Capital, an industry-leading registered investment advisor and digital wealth manager, revealed a complete brand transformation today. In...

Oct 23, 2019, 09:35 ET Financial Industry Veteran James Burton Joins Personal Capital as Chief Growth Officer

Personal Capital, a leading digital wealth manager, today announced that James Burton will be joining the company as Chief Growth Officer. James...

Jul 08, 2019, 11:00 ET Personal Capital Grows Into New Office Location in Downtown Denver

Leading hybrid digital wealth manager Personal Capital today announced the opening of the firm's new Denver offices. The new space will accommodate...

Jul 02, 2019, 13:00 ET Personal Capital Surpasses $10B AUM With 60% Growth Rate In First Half of 2019

Industry-leading digital wealth manager Personal Capital today announced that in June the company surpassed $10 billion in assets under management...

Jun 27, 2019, 12:00 ET Personal Capital Launches Bug Bounty Program with Bugcrowd

Today, digital wealth manager Personal Capital is launching a public bug bounty program with Bugcrowd, the No. 1 crowdsourced security company. The...

Jun 25, 2019, 15:59 ET Personal Capital Recognized as Bay Area Top Workplace

Personal Capital, a leading digital wealth manager, today announced it has been named one of the Bay Area's Top Workplaces by the Bay Area News Group....

Jun 11, 2019, 09:00 ET Personal Capital Reinvents the Piggy Bank With Personal Capital Cash™ and Savings Planner™

Today Personal Capital®, leading digital wealth manager, launched Personal Capital Cash, offering a new high-yield account with aggregated FDIC...

Apr 18, 2019, 12:00 ET John Powers Appointed To Personal Capital's Team of Experts

Leading digital wealth management company Personal Capital® today announced the appointment of John Powers to its team of experts, effective...

Apr 11, 2019, 09:00 ET Marketing & Product Veteran Kira Wampler Joins Personal Capital Board of Directors

Digital wealth management company Personal Capital today announced the appointment of Kira Wampler as an independent director to the company's board. ...

Mar 13, 2019, 09:00 ET Too Many Americans Are Still in The Dark About Getting Financial Advice, Personal Capital Finds

Nearly half of Americans surveyed (48 percent) mistakenly believe all financial advisors are required by law to always act in their clients' best...

Feb 19, 2019, 09:15 ET Former Virgin America Exec Porter Gale Joins Personal Capital as CMO

Digital wealth management company Personal Capital today announced that Porter Gale has joined the leadership team as Chief Marketing Officer. Porter ...

Feb 14, 2019, 09:15 ET Personal Capital Announces Access to Private Equity for High-Net-Worth Clients

Personal Capital, a leading digital wealth manager, today unveiled a new, simpler way for the company's high-net-worth Private Clients to access the...

Feb 05, 2019, 09:30 ET Personal Capital Raises $50M in Series F Funding

Personal Capital, a leading digital wealth management company, today announced that it has raised $50 million in a Series F funding round led by IGM...

Dec 20, 2018, 09:00 ET When It Comes to Parenting, Affluent Americans Attempt to Balance Expenses, Set Limits, and Leave a Legacy, According to Personal Capital Survey

Leading hybrid digital wealth manager Personal Capital today released its second annual Affluent Family Financial Support Survey. The survey of...

Dec 03, 2018, 12:00 ET Personal Capital Moves Headquarters to Redwood Shores

Leading hybrid digital wealth manager Personal Capital today announced the opening of the company's new headquarters in Redwood Shores, California....

Oct 25, 2018, 12:01 ET Technology & Cybersecurity Veteran Marina Levinson Joins Personal Capital's Board of Directors

Digital wealth management company Personal Capital today announced the appointment of technology industry veteran Marina Levinson as an independent ...

Sep 25, 2018, 09:05 ET Personal Capital Announces New Atlanta Office

Leading hybrid digital wealth manager Personal Capital today announced the opening of a new office in the Buckhead district of Atlanta. Headquartered ...

Sep 12, 2018, 12:05 ET Personal Capital Promotes Craig Birk to Chief Investment Officer

Personal Capital, an RIA and leading hybrid digital wealth manager, announced today that Craig Birk has been promoted to Chief Investment Officer...
Personal Capital Launches "Retirement Paycheck" Service To Simplify Retirement Income

Aug 30, 2018, 12:05 ET Personal Capital Launches "Retirement Paycheck" Service To Simplify Retirement Income

Personal Capital today announced a new feature called Retirement Paycheck that helps clients with a personalized, tax-efficient withdrawal strategy...

Jun 26, 2018, 09:30 ET Will Social Security Save Retirement? Many Americans Think So, According to New Personal Capital Survey

A new survey from Personal Capital, a leading hybrid digital wealth manager, finds that when it comes to preparing for retirement, Americans largely...