Recently Released!!!
Date Published: March 18, 2020
Summary PowerPoint Deck: 32 Slides
Reference PowerPoint Deck: 95 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 five offices, 427 employees, 2.4 million registered users, $312 billion registered user tracked assets, 19,295 clients, 52,331 accounts, $12.0 billion assets under management, & $0.1 million revenues. Personal Capital Corporation is led by its CEO Jay Shah and is privately owned. Personal Capital Corporation's web site can be found at www.personalcapital.com.

Personal Capital Corporation's comprehensive PowerPoint 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, registered users, registered user tracked 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.