“We created Personal Capital to bring ‘digital wealth management’ to affluent American families,”
San Francisco, CA (PRWEB) June 19, 2014
CNBC has placed Personal Capital on its 2014 Disruptor 50 list, featuring the fifty companies globally doing the most to disrupt – for the better – their respective industries.
“We created Personal Capital to bring ‘digital wealth management’ to affluent American families,” said CEO Bill Harris. “It’s a new way to handle your investments, combining award-winning personal finance software with conflict-free advice from a team of financial advisors who know the personal needs of each client.”
“There are too many high-cost, tax-inefficient, poorly constructed investment products being sold today. Finally, there’s a place you can go to get unbiased data and advice,” said Mark Goines, a strategic advisor to the company since its founding and no stranger to innovation. Goines has worked with seven of the Top 50 Disruptor companies.
To build the list, CNBC collected over 500 nominations from industry experts and technology cognoscenti, including the National Venture Capital Association. After months of rigorous research and both quantitative and qualitative metrics, they ranked Personal Capital as one of the world’s most important Disruptors.
Personal Capital’s mission is to make the world safe for investors. In a short time, more than 500,000 people have signed up to use its free online personal finance software on the web, iPad, iPhone and Android phones and tablets. And investors have entrusted Personal Capital to manage more than half a billion dollars of their retirement assets.
Personal Capital Advisors is an SEC registered investment advisor. Any reference to the advisory services refers to Personal Capital Advisors. SEC Registration does not imply a certain level of skill or training.