2009
YEAR FOUNDED
CEO
JAY SHAH
03
Wealth management
TYPE OF APP
Personal Capital
69
Personal Capital ’ s business model puts the app user at the centre . Empowering customers with wealth management , cash management and long-term financial planning tools , its ultimate goal is to make each process better , more logical and personal .
Canadian retirement record keeping firm Empowerment Retirement announced in July 2020 that it would be purchasing the company for $ 825m . As of 30 September 2020 , Personal Capital manages over $ 18bn assets for over 25,000 investment clients in all 50 US states , as well as more than 2.7 million individuals . fintechmagazine . com