| 词条 | Personal Capital |
| 释义 |
| logo = Personal Capital logo.svg | name = Personal Capital | type = Private | location = Redwood City, CA | founders = Bill Harris, Rob Foregger, Louie Gasparini | area_served = United States | key_people = {{plainlist|
}} | industry = Finance | aum = $9 billion[2] | homepage = {{URL|www.personalcapital.com}} }}Personal Capital is an online financial advisor and personal wealth management company headquartered in Redwood City, California with offices in San Francisco, CA, Denver, CO, Dallas, TX and Atlanta, GA.[3] HistoryPersonal Capital was founded by Bill Harris, Rob Foregger, Louie Gasparini and Paul Bergholm in 2009.[4] Personal Capital was formerly known as SafeCorp Financial Corp.[5] The name was changed in 2010 and publicly launched on September 9, 2011.[5][6] Since 2012, Personal Capital has been registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor.[7] In both 2014 and 2015, Personal Capital was named to CNBC Disruptor 50 list.[8][4] In June 2015, Personal Capital had over $1.5 billion in assets under management.[9] In September 2015, there were 800,000 people using Personal Capital’s free investing tools to monitor $150 billion in assets.[9] In June 2016, National Basketball Players Association (NBPA) teamed up with Personal Capital through a financial education program.[10] In December 2016, Personal Capital raised $25 million in Series E funding from IGM Financial, closing the round at $75 million.[11] ProductSince inception, Personal Capital has provided both free and paid wealth management products.[8] Free registration has included a digital overview of user finances along with access to Personal Capital’s financial analytic and planning tools.[12] Users link their banks, brokerages, 401(k)s, mortgages, credit cards, and loans. Analytics and planning advice is then automated through a 401(k) fee analyzer, retirement planner, mutual fund analyzer, an investment checkup, and cash flow tool.[8][12] A free Personal Capital app for iOS and Android devices has also been available to all users with the same monitoring, analytic, and planning functionalities as the web version.[13][14] Managed accounts have been an available option for clients with a minimum of $100,000[15] in assets and include a team of financial advisors assigned to each account in exchange for a fee.[12] SecurityPersonal Capital partners with Yodlee Interactive to store and secure customer brokerage credentials.[16][17] References1. ^{{cite web|title=About Us - Personal Capital|url=https://www.personalcapital.com/company#boardOfDirectors}} 2. ^{{cite web|title=About Us - Personal Capital|url=https://www.personalcapital.com/company}} 3. ^{{cite web|title=Contact Us - Personal Capital|url=https://www.personalcapital.com/company/contact}} 4. ^1 {{cite web|title=17. Personal Capital:Online 360-degree personal finance platform|url=https://www.cnbc.com/2014/06/17/disruptors-in-2014-personal-capital.html|website=CNBC|publisher=CNBC}} 5. ^1 {{cite web|title=Company Overview of Personal Capital Corporation|url=https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=108747908|website=Bloomberg L.P.|publisher=Bloombert|accessdate=16 November 2015}} 6. ^{{cite web|last1=Schonfeld|first1=Erick|title=Former Intuit CEO Bill Harris Launches Personal Capital|url=https://techcrunch.com/2011/09/20/bill-harris-launches-personal-capital/|website=TechCrunch|publisher=TechCrunch|accessdate=15 November 2015}} 7. ^{{cite web|title=PERSONAL CAPITAL ADVISORS CORPORATION|url=https://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_landing.aspx?SearchGroup=Firm&FirmKey=155172&BrokerKey=-1|website=US Securities and Exchange Commission|accessdate=14 November 2015}} 8. ^1 2 {{cite web|title=18. Personal Capital|url=https://www.cnbc.com/2015/05/12/personal-capital-disruptor-50.html|publisher=CNBC|accessdate=16 November 2015}} 9. ^1 {{cite web|last1=MacKillop|first1=Scott|title=Almost lost in the robo shuffle, Personal Capital, in its 'special category,' is winning as told by an overlooked metric: revenues|url=http://www.riabiz.com/a/5024014858715136/almost-lost-in-the-robo-shuffle-personal-capital-in-its-special-category-is-winning-as-told-by-an-overlooked-metric-revenues|website=RIABiz|publisher=RIABiz|accessdate=16 November 2015}} 10. ^{{Cite news|url=https://www.sporttechie.com/nbpa-teams-up-with-personal-capital-app-to-improve-players-financial-skills/|title=NBPA Teams Up With Personal Capital App To Improve Player's Financial Skills|date=2016-06-09|work=SportTechie|access-date=2018-05-18|language=en-US}} 11. ^{{Cite news|url=http://www.finsmes.com/2016/12/personal-capital-receives-50m-in-equity-and-debt-funding.html|title=Personal Capital Receives $50M in Equity and Debt Funding|date=2016-12-15|newspaper=FinSMEs|access-date=2016-12-16}} 12. ^1 2 {{cite web|last1=Taulli|first1=Tom|title=When Personal Capital Talks, People Should Listen|url=https://www.forbes.com/sites/tomtaulli/2015/10/01/when-personal-capital-talks-people-should-listen/|website=Forbes|publisher=Forbes}} 13. ^{{cite web|last1=Cannon|first1=Andrea|title=These 5 Apps Will Help You Finally Organize Your Money|url=http://www.wisebread.com/these-5-apps-will-help-you-finally-organize-your-money|website=WiseBread|publisher=WiseBread|accessdate=16 November 2015}} 14. ^{{cite web|last1=Fontinelle|first1=Amy|title=BillGuard Vs. Mint Vs. SigFig Vs. Personal Capital|url=http://www.investopedia.com/articles/personal-finance/031215/billguard-vs-mint-vs-sigfig-vs-personal-capital.asp|website=Investopedia|publisher=Investopedia|accessdate=14 November 2015}} 15. ^{{cite web|last1=O'Shea|first1=Arielle|title=Online Advisor Personal Capital Lowers Account Minimum|url=https://www.nerdwallet.com/blog/investing/personal-capital-lowers-account-minimum/|website=nerdwallet|accessdate=12 January 2016}} 16. ^{{cite web|last1=Bernard|first1=Tara Siegel|title=Personal Capital Aims to Be Next-Generation Financial Adviser|url=http://bucks.blogs.nytimes.com/2011/09/22/personal-capital-aims-to-be-next-generation-financial-adviser/|website=New York Times|publisher=New York Times}} 17. ^{{cite web|last1=Hope|first1=Bradley|title=Provider of Personal Finance Tools Tracks Bank Cards, Sells Data to Investors|url=https://www.wsj.com/articles/provider-of-personal-finance-tools-tracks-bank-cards-sells-data-to-investors-1438914620|website=Wall Street Journal|publisher=Wall Street Journal}} 4 : Companies established in 2009|Companies based in California|Financial services companies of the United States|Finance |
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