SOURCE: Personal Capital

Personal Capital

February 01, 2012 11:00 ET

Personal Capital Enters OBR Hall of Fame

"The Most Important Online and Mobile Banking Innovations of All Time"

SAN FRANCISCO, CA--(Marketwire - Feb 1, 2012) - Personal Capital has been named to the Online Banking Report Hall of Fame, for launching the world's first web-optimized personalized asset management service. Among the Hall of Fame recipients are:

  • Wells Fargo - first online bank statements (1995)
  • E-Loan - first online mortgage broker (1997)
  • PayPal - first online payment service (1999)
  • Mint & Yodlee - first online personal finance manager (2007)
  • Personal Capital - first online wealth management service (2011)

    Notably, Personal Capital's executive team consists of experienced serial innovators, who have been involved with each of the companies listed above.

When Personal Capital launched in September of 2011, Finovate founder and Online Banking Report publisher Jim Bruene said that Personal Capital's debut marked "one of the biggest things to ever happen at Finovate."

Bruene describes Personal Capital as "a truly virtual financial institution, a complete financial service that is focused on user experience and has the ability to move much faster without the regulatory friction experienced by traditional financial institutions."

Personal Capital CEO Bill Harris said "we aim to deliver two things:

1. Technology - Customers should be able to do anything related to their money, instantly with a few clicks or taps.

2. Personalization - Financial services should be custom-built around a 360-degree view of the financial life of each customer."

Personal Capital is a next-generation financial advisor, offering: (1) a free service that gathers information from all your accounts and helps you understand your complete financial picture, and (2) a money management service which integrates financial planning and investment management to help secure your financial future.

For more information, visit, or call a financial advisor at 855-855-8005.

About Personal Capital

Personal Capital is the next generation of financial advisor. Built from the ground up with real-time technologies delivered over web and mobile channels, the company provides its clients with free instant access to their money at all their banks and brokers, plus the analysis and advice to make sense of it all.

Personal Capital also offers the kind of sophisticated and personalized wealth management previously available only to wealthy families with five million dollars or more. The company melds technology with professional advisors to help households with complex financial lives manage their wealth. Call us today to talk to a financial advisor at 855-855-8005.

The founding team includes leading innovators in financial technology, who have banded together to do it again. The investors are Institutional Venture Partners (IVP) and Venrock, two of the world's most respected venture capital firms. Personal Capital is based in San Francisco and Redwood City in the heart of Silicon Valley.

Contact Information

  • Emma Starks or Matt Calderone
    press (at) personalcapital (dot) com