SOURCE: Personal Capital

Personal Capital

June 18, 2015 07:00 ET

Personal Capital Named in Financial Times Top 300 RIA List

Company Recognized for Exemplary Advisory Services and Personal Finance Technology

SAN FRANCISCO, CA--(Marketwired - Jun 18, 2015) - Personal Capital, a leader in modern money management, today announced it has been named in the Financial Times Top 300 RIAs of 2015 list. The ranking recognizes America's leading independent RIAs (Registered Investment Advisors), all of which manage $300 million or more in assets.

"It is an honor to be recognized for our virtual financial advisory, which pairs our proprietary technology platform with dedicated financial advisors to help investors gain deeper insight into their financial lives, while growing their net worth," said Bill Harris, Personal Capital CEO. "It is our mission to transform the wealth management industry by using technology to provide personalized financial advice previously only available to the ultra wealthy."

The second annual Financial Times Top 300 RIA list evaluates over 2,000 RIAs based on AUM (assets under management), AUM growth, years in existence, industry certifications held by staff, SEC compliance record, and online accessibility. This recognition builds on Personal Capital's recent momentum, including the eighteenth spot in CNBC's Top 50 Disruptors, a list of private companies whose innovations are changing the business landscape.

About Personal Capital
Personal Capital is the modern way to manage your money. With free financial tools and a conflict-free advisory service, they lead people on the path to their financial goals. The company's tools include dashboards, 401K and mutual fund fee analysis, and investment tracking. Through its paid advisory service, the company's advisors provide customized financial advice to customers, managing more than $1.3 billion in assets. Founded in 2009, Personal Capital is backed by Institutional Venture Partners, Venrock and Crosslink Capital and others, and is headquartered in Redwood City with offices in San Francisco and Denver.

Any reference to the advisory services refers to Personal Capital Advisors Corporation. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Past performance is no guarantee of future results. Keep in mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Contact Information

  • Kim Paone
    Highwire PR for Personal Capital
    Email Contact: Email Contact
    Phone: 415-963-4174 ext. 9