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Personal Capital Introduces Customized Investment Services

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Next up, Personal Capital unveiled its suite of investment services that aims to help consumers better manage their money:

“Today’s traditional financial advisory system is broken. Brokerage firms operate under a “one size fits all” approach that marginalizes investment returns and diminishes the client’s visibility and control. Personal Capital addresses the need for a holistic, convenient, affordable and highly customized investment service for today’s investor. At Finovate, the company will demonstrate the full suite of services that will enable investors to view their complete financial picture and work with a financial advisor to create personalized investment solutions.”

Product Launched: September 20, 2011

HQ Location: Redwood City, CA
Company Founded: July 2009
Metrics: Money raised to date: $10 million, Series A (Institutional Venture Partners), $15 million Series B (Venrock and Institutional Venture Partners)
Presenting Bill Harris (Chairman & CEO) & Jim Del Favero (VP of Software Products)

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