Personal Capital
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LAST UPDATED: September 28th, 2019
Founded in 2009 and based in Redwood City, California, Personal Capital offers free online money tools as well as insight-driven advisory to clients in all 50 states. When you link all of your financial accounts with Personal Capital, you can see your net worth, analyze your investments, spot hidden fees, and set spending and saving goals.
Financial tools include a mobile app, retirement planner, fee analyzer, portfolio checkup, and net worth calculator. The company provides educational resources on 401K and IRA contributions as well as a guide to reducing taxable income.
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