Personal Financial Snapshot
Information by Research TrustFinance
Originally founded as Personal Capital in 2009, the company developed a digital-first platform combining free financial aggregation and tracking tools with human-led financial advisory services. Its core free product allows users to link all their financial accounts (banking, investments, loans) to get a real-time "snapshot" of their complete financial picture. In 2020, the company was acquired by Empower Retirement, one of the largest retirement plan providers in the U.S. The combined entity has since rebranded fully to "Empower," and the Personal Capital platform is now known as the Empower Personal Dashboard, serving as a key client acquisition tool for its comprehensive wealth management and retirement solutions.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial