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Personal Capital Exceeds $2 Billion AUM

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This week, digital wealth management and advisory platform Personal Capital surpassed $2 billion in assets under management (AUM), up from $1.6 billion in November of last year.

In a press release, the San Francisco-based company reported that one third (just north of $660 million) of the total AUM comes from clients with more than $1 million in assets held at Personal Capital. Furthermore, half of Personal Capital’s one million clients come from traditional adviser relationships, while the other half stem from simpler, self-service brokerages.

On the Personal Capital platform, users aggregate an average of 15 different financial accounts. The company’s active members who track up to $100k in investable assets log into the platform on average of 12 times per month. Those who are tracking up to $1 million or more log in 17 times per month.

Read Personal Capital CEO Bill Harris’s announcement of the news on the company’s blog.

Personal Capital most recently presented to a crowd of developers at FinDEVr 2015 in San Francisco. The company launched One Click Investment Proposals at FinovateSpring 2014 in San Jose.


FinDEVr New York 2016 is coming up on March 29 & 30.Register today to save your seat.