Founded in 2009 as Personal Capital, the company pioneered a hybrid "robo-advisor" model, combining a powerful technology platform with human financial advisors. Its core free offering is a dashboard that allows users to aggregate and view all of their financial accounts (banking, investments, loans, mortgage) in one place, providing tools for net worth tracking, retirement planning, and portfolio analysis. For an advisory fee, the company also provides personalized investment management and wealth planning services. In 2020, Personal Capital was acquired by Empower Retirement and has since been fully integrated and rebranded as Empower Personal Capital.

Founded in

Switzerland