Personal Capital

GPTKB entity

Statements (54)
Predicate Object
gptkbp:instanceOf gptkb:financial_technology
gptkbp:acquiredBy gptkb:Empower_Retirement
gptkbp:acquisitionYear 2020
gptkbp:assetsUnderManagement over $20 billion (as of 2021)
gptkbp:awards gptkb:Emmy_Award
gptkb:FinTech_Breakthrough_Award
gptkbp:businessModel freemium
advisory fees
gptkbp:CEO gptkb:Jay_Shah
gptkbp:competitor gptkb:cryptocurrency
gptkb:Wealthfront
gptkb:YNAB
gptkb:Betterment
gptkbp:dataAggregation gptkb:Plaid
gptkb:Yodlee
gptkbp:features encryption
two-factor authentication
gptkbp:foundedBy gptkb:Bill_Harris
gptkb:Louie_Gasparini
gptkb:Paul_Bergholm
gptkb:Rob_Foregger
gptkbp:foundedIn 2009
gptkbp:headquartersLocation gptkb:Redwood_City,_California,_United_States
https://www.w3.org/2000/01/rdf-schema#label Personal Capital
gptkbp:industry financial services
wealth management
robo-advisory
gptkbp:mediaCoverage gptkb:Forbes
gptkb:The_Wall_Street_Journal
gptkb:CNBC
gptkb:Business_Insider
gptkbp:mobileAppAvailable gptkb:Apple_App_Store
gptkb:Google_Play_Store
yes
gptkbp:notableProduct gptkb:Personal_Capital_Dashboard
gptkb:Retirement_Planner
Fee Analyzer
Net Worth Tracker
gptkbp:numberOfEmployees over 300 (as of 2021)
gptkbp:offersService investment management
financial planning
personal finance management
gptkbp:parentCompany gptkb:Empower_Retirement
gptkbp:regulates gptkb:FINRA
gptkb:SEC
gptkbp:targetAudience individual investors
retail clients
gptkbp:website https://www.personalcapital.com/
gptkbp:bfsParent gptkb:Mint.com
gptkb:Digital_Wealth_Management
gptkb:WealthTech
gptkb:Plaid
gptkb:Wealthfront
gptkbp:bfsLayer 5