Personal Capital

Personal Capital helps customers understand and plan their entire financial lives as part of their mission to be the “people’s champion in the financial industry.” The company provides free financial tools that anyone can use, as well as personalized wealth management services for qualified clients. More than a third of their employees are registered financial advisors who build personal relationships with their clients while also using robust financial tools. The team at Personal Capital is very client-centric and values empathy, clarity, and transparency above all else.