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Aiming high and low: Inside Personal Capital’s customer strategy

Suman BhattacharyyabySuman Bhattacharyya
September 9, 2019
in Banking, Strategy
Reading Time: 3 mins read
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For Personal Capital, the path to scale is to go broad. As a result, the Redwood Shores, Calif.-based hybrid adviser, which has $10 billion in assets under management, is bringing together investing, banking and personal finance management for the largest possible swath of users regardless of portfolio size. This includes digital investment products, a Mint-style […]

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Tags: bettermentPersonal CapitalPremiumroborobo-adviserWealth ManagementWealthfront
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