Personal Capital
Personal Capital is a financial brand offering a Free Financial Dashboard and investment advisory services through its subsidiary Personal Capital Advisors Corporation (PCAC).
Last updated September 15, 2026
AI crawler reads
No AI crawler has read this profile since Oct 28, 2026.
Overview
Personal Capital is a financial brand whose offerings include a Free Financial Dashboard and investment advisory services provided by its subsidiary, Personal Capital Advisors Corporation (PCAC). The brand operates a referral arrangement under which an author may be compensated for referring prospective clients who register with Personal Capital and link at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Referred investors subscribing for advisory services from PCAC do not pay increased management fees as a result of the arrangement.
History
Personal Capital is a financial brand that offers a Free Financial Dashboard and investment advisory services through its subsidiary, Personal Capital Advisors Corporation (PCAC). The brand has a referral arrangement in which an author may be paid up to $200 for each person who registers with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Investors referred to Personal Capital who subscribe for advisory services from PCAC do not pay increased management fees or similar compensation to the author, Personal Capital, or PCAC as a result of the arrangement.
Products and positioning
Free Financial Dashboard
A free financial dashboard offered by Personal Capital to which users can link investable assets.
Investment advisory services
Investment advisory services provided by Personal Capital's subsidiary, Personal Capital Advisors Corporation (PCAC).
Recent events
Empower Retirement announces acquisition of Personal Capital[2]
Reported:
Empower Retirement announced its acquisition of online registered investment advisor Personal Capital in a deal totaling $1 billion.
Personal Capital launches a rebranding[3]
Reported:
Novio announced that it had completed and launched a top-to-bottom rebranding for Personal Capital, including updated brand storytelling and design.
Sources3 sources
Cite this profile: Cite the canonical profile. /brand-wiki/personal-capital · Editorial policy · How profiles are compiled