Personal Capital Honored as CNBC Disruptor 50 for Second Consecutive Year
Personal Finance Startup Invades Wealth Management Market With Revolutionary Technology and Advisory Services
(firmenpresse) - SAN FRANCISCO, CA -- (Marketwired) -- 05/12/15 -- Personal Capital, a leader in modern money management, today announced it has been selected as a CNBC Disruptor 50 honoree for the second consecutive year. Ranked No. 18, Personal Capital lands among star studded players in the tech industry, including Twilio, Synack and TransferWise. This award comes on the heels of the company's recent launch of the Personal Capital app for Apple Watch, allowing users to monitor spending and manage their net worth with just a touch of the wrist.
"It's a privilege to be honored on such a prestigious list of innovation leaders for the second year in a row. We are looking forward to continuing our trustworthy advisory services to users across the nation," said Bill Harris, Personal Capital CEO. "This accolade directly speaks to our company's plans to further leverage technology to transform the personal finance industry and to bring a unique level of transparency to consumers' comprehensive financial portfolios."
CNBC vetted 400 companies from the U.S. and abroad that were nominated in a public submission process and through venture capital firms against a proprietary set of criteria. These included the founder's track record, financial backing, estimated size of the company's addressable market and the originality of the company's business model. Of key importance was the scalability of the business and its ability to create a new market or ecosystem.
Personal Capital is a Silicon Valley-based company that offers digital financial planning, using technology to make comprehensive investment planning more affordable and accessible. The company is targeting the $29.2 trillion in investable assets held by consumer households, according to Tiburon Research in 2013. Its services combine professional advisory with the power of data and technology to provide comprehensive management of an individual's entire net worth. Users are able to monitor and track budgetary spending, access a 360-degree view of their entire financial portfolio and connect with certified financial advisors at any time, anywhere.
CNBC.com's special report, , features an in-depth profile of Personal Capital, an explanation of how CNBC chose and ranked the companies on the list and a robust line-up of stories exploring the technologies today's business decision makers need to know, and explaining how investors can profit from disruptive trends. CNBC will also track Personal Capital's progress as a Disruptor throughout the coming year.
Personal Capital is the modern way to manage your money. With free financial tools and a conflict-free advisory service, Personal Capital leads people on the path to their financial goals. The company's tools include dashboards, 401K and mutual fund fee analysis, and investment tracking. Through its paid advisory service, the company's advisors provide customized financial advice to customers, managing more than $1.3 billion in assets. Founded in 2009, Personal Capital is backed by Institutional Venture Partners, Venrock and Crosslink Capital and others, and is headquartered in Redwood City with offices in San Francisco and Denver.
Any reference to the advisory services refers to Personal Capital Advisors Corporation. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Past performance is no guarantee of future results. Keep in mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Kim Paone
415-963-4174 ext. 9
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Datum: 12.05.2015 - 17:31 Uhr
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