Company Information

Get to know Personal Capital

Founded in 2009 by Bill Harris, Personal Capital pioneered a hybrid "cyborg" model of financial advice, combining a sophisticated technology platform for financial tracking and analysis with access to human financial advisors. The company provided free tools that allowed users to link all their financial accounts in one place to see their complete financial picture, including net worth and investment performance. Its primary business was providing paid wealth management services to clients, typically with over $100,000 in investable assets. In 2020, Personal Capital was acquired by Empower Retirement for approximately $1 billion. The integration was completed in early 2023, with the platform and services being fully rebranded as Empower Personal Dashboard (for the free tools) and Empower Personal Wealth (for the advisory services).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Personal Capital

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.