Sign up link: Personal Capital Company Details Headquarters: Redwood City, California with offices in Denver, Atlanta, San Franciscoĭescription: Personal Capital is the leading digital wealth management firm.įounders: Bill Harris, Louie Gasparini, Rob ForeggerĬategories: Financial Services, Wealth Management, Finance, FinTech Total Assets Under Management: $12.5 billion as of June 2020 Purchase by Empower Retirement for $850 million. Total Equity Funding: $200.3M in 7 Rounds from 11 Investors as of 2020. They have the most comprehensive free financial tools, a slick interface that can be accessible on every digital platform, the most sophisticated analysis tools, and it’s FREE! Personal Capital Company Snapshot Personal Capital, founded in 2009 by the former CEO of Intuit and Paypal, is the best financial software for people serious about achieving financial freedom sooner, rather than later. There’s been a plethora of new financial innovation over the years, and after five years of research, I’ve narrowed down the best of the best financial software for 2019 and beyond based on the following stringent criteria.Ĥ) Multi-platform accessibility (laptop, mobile, tablet) I’ve used financial software since 1996 to grow my wealth with a simple Excel spreadsheet. One of the best ways to grow your wealth is to leverage financial software to track, measure, and optimize.

The best financial software to manage your money for retirement is made by Personal Capital.

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