Subscribe
Logo
Logo
  • Topics Icon Topics
    • AI Icon AI
    • Banking Icon Banking
    • Blockchain/DeFi Icon Blockchain/DeFi
    • Embedded Finance Icon Embedded Finance
    • Fraud/Identity Icon Fraud/Identity
    • Investing Icon Investing
    • Lending Icon Lending
    • Payments Icon Payments
    • Regulation Icon Regulation
    • Startups Icon Startups
  • Podcasts Icon Podcasts
  • Products Icon Products
    • Webinars Icon Webinars
    • White Papers Icon White Papers
  • TechWire Icon TechWire
  • Search
  • Subscribe
Reading
Personal Capital Reaches Assets Under Management of $5bn
ShareTweet
Home
Fintech
Personal Capital Reaches Assets Under Management of $5bn

Personal Capital Reaches Assets Under Management of $5bn

Fintech Nexus Staff·
FintechNews RoundupUSA
·Sep. 1, 2017·1 min read

Hybrid digital wealth management firm Personal Capital now has $5 billion of assets under management (AUM) after accelerating growth with $2 billion in AUM added in 2017; Jay Shah, CEO of Personal Capital, tells Robo Advice News, “For investors with complex financial lives or for those who are just too busy to manage their own investments, we take the time and worry out of building an investment strategy.”; new investors now invest $395,000 as compared to $289,000 since the start of the year, a 37% increase; the company has also launched a number of new features and closed a $40 million Series E round. Source

  • Fintech Nexus Staff
    Fintech Nexus Staff

    This piece was created by one of our content team members. Reach us at [email protected]

    View all posts
Tags
lisPersonal CapitalUSA
Related
fintelconnect podcast

The Fintech Coffee Break – Nicky Senyard and Alana Levine, FintelConnect

ed mallon podcast

The Fintech Coffee Break – Ed Mallon, Pagaya

andrew jamison podcast

The Fintech Coffee Break – Andrew Jamison, Extend

beacon network alert

Plaid launches Beacon- fighting fraud in real-time

Popular Posts

Today:

  • FUTURE NEXUS IMAGE TEMPLATES!! (2)OCC Hints at Trouble for Charters Jun. 18, 2026

This month:

  • FUTURE NEXUS IMAGE TEMPLATES!! (2)OCC Hints at Trouble for Charters Jun. 18, 2026
  • Dr. Devi Parikh“Too heavy of a hammer”: How Yutori is beating AI giants at building the web’s future Sep. 10, 2026
  • Santiago SuarezInside Addi’s mission to build a fairer financial system in Colombia Feb. 19, 2026
  • Ryan WigginsMercury’s Ryan Wiggins on Building Customer Trust: Lessons from a Decade at Facebook and WhatsApp Jul. 2, 2026
  • Dr. Jean NehmeHardware as a durable moat & the former surgeon’s bet on “soft robotic cells” Aug. 27, 2026
  • TitoEscaping the demo: The founders building the foundation for medtech physical AI Jul. 23, 2026
  • Ethan ChanAllium CEO Ethan Chan on making blockchain data usable Sep. 3, 2026
  • Ram PalaniappanIn 2026, Your Wages Should Not Be On a Two-Week Delay Aug. 20, 2026
  • 197Renton’s Take on Loan Model Risks Nov. 4, 2025
  • Funded – 6/26/26Funded: Attention raises $30M as AI sales software shifts from note-taking to action Jun. 26, 2026

More News
  • About
  • Contact
  • Disclaimer
  • Privacy Policy
  • Terms
Subscribe
Copyright © 2026 Fintech Nexus
  • Topics
    • AI
    • Banking
    • Blockchain/DeFi
    • Embedded Finance
    • Fraud/Identity
    • Investing
    • Lending
    • Payments
    • Regulation
    • Startups
  • Podcasts
  • Products
    • Webinars
    • White Papers
  • TechWire
  • Contact Us
Start typing to see results or hit ESC to close
lis digital banking USA Lending Club UK
See all results