Taking on the apps
How can big finance ready itself? Find out the five steps that can help.
Personal Capital
Personal Capital gets $50m in personal capital
Digital wealth management company is in a happy Silicon Valley.
Personal Capital lands $15m credit extension
Gets money from Silicon Valley Bank.
WealthSpark replaces Personal Capital 401(k)
WealthSpark is a joint effort between Personal Capital and AllianceBernstein (AB).
Personal Capital launches socially responsible investing
Clients can select a strategy with same pricing structure as the rest of its offerings.
Wealthfront rakes in $75m
The financing was led by Tiger Global Management with participation from existing investors.
Personal Capital extends Series E funding round by $40m
Wealth management company Personal Capital has scored $40 million in additional funding. The money comes from existing investors as an add-on to the $75 million Series E the firm received from IGM Financial in May 2016, reports Finovate (Banking Technology‘s sister company). This brings Personal Capital’s total funding to $215 million since it was founded in 2009 […]
