How they describe themselves: Personal Capital is America’s next-generation financial advisor, giving individuals with complex financial lives a better way to manage their investments. Turning the traditional advisor model on its head, Personal Capital is creating a new category in financial services centered on the customer, enabling individuals to view their complete financial picture in one place and receive personalized investment advice at a low fee. The company will offer a full suite of customer-centric retail banking, payments and investment services previously only available to the ultra wealthy. The founding team is comprised of some of the nation’s leading financial technology executives.
How they describe their product/innovation: 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.
Bus. Dev.: Robert Foregger (CSO & Co-Founder), firstname.lastname@example.org,
Press: Jesse Odell & Tessa Greenwood, LaunchSquad PR, email@example.com, 415-625-8555
Sales: Kyle Ryan, Sales & Service Director, firstname.lastname@example.org, 925-817-9966