Personal Capital Corporation:
One of the Leading (Not) Robo Advisors

Recently Released!!!
Date Published: June 16, 2016
Summary Power Point Deck: 20 Slides
Reference Power Point Deck: 86 Slides

Personal Capital Corporation was founded as SafeCorp Financial Corporation by Bill Harris & Rob Foregger in 2009 and is based in Redwood City, CA. Personal Capital Corporation has two offices, 81 employees, 850,000 users, $175 billion user financial assets, 5,000 clients, 723 accounts, $1.5 billion assets under management, & $0.1 million revenues. Personal Capital Corporation is led by its CEO Bill Harris and Chief Operating Officer Jay Shah and is privately owned. Personal Capital Corporation's web site can be found at www.personalcapital.com.

Personal Capital Corporation's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Start-Up Phase
  • Launch Phase
  • Maturization Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, users, user financial assets, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:

  • Financial Planning
  • Portfolio Management
  • Banking
And its profile concludes with the highlights of its organizational structure & ownership.
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