How they describe themselves: Personal Capital is wealth management for the Internet Age. The company’s online platform combines digital technology with highly personalized service to provide a holistic view of your unique financial picture. The free online dashboard presents all of your financial data in one place, including an assessment of your allocation, investment risk and fees. Clients with a minimum of $100,000 in investable assets are eligible to receive highly customized financial advice for a low fee. The company recently launched its iPad and iPhone apps, with never-seen-before features such as FaceTime video chat with a financial advisor and a Stock Options Tracker.
How they describe their product/innovation: Personal Capital will be demoing its free 401(k) fee calculator, which enables users to determine how much their 401(k) costs and what long-term fees they can expect to pay over time. The calculator has the potential to save investors hundreds of thousands of dollars over a lifetime. The company will also unveil the Personal Capital 401(k), an affordable, professionally managed alternative to a traditional 401(k). With the new 401(k) from Personal Capital, the service is a truly holistic financial solution for millions of Americans.
Bus. Dev.: Jim Del Favero, VP Product, email@example.com
Press: Matt Mirandi, Group SJR, firstname.lastname@example.org
Sales: Kyle Ryan, Sales & Service Director, email@example.com, (925) 817-9966