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Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
For more than four generations, TCB has been helping our customers make their goals and dreams a reality. We opened our doors on South Street in Roslindale in April, 1898, as Roslindale Cooperative Bank. From 1928 to 1956, our main office was located on the corner of Corinth Street. In 1956, we moved to 40 Belgrade Avenue, where we still are today. Our West Roxbury branch opened in the fall of 1994, and four years later we merged with Charlestown Cooperative Bank to become The Cooperative Bank. Today, we are known as TCB.
Established in 1987, BankCard Services is a Merchant Service Provider serving over 12,500 merchants and processing over 700 million in credit card volume throughout the United States. Due to the refined service provided by 120 staffs of BankCard
Fort Washington Investment Advisors, Inc. is a Cincinnati, OH-based company in the Financial Services sector.
Portico Benefit Services is a Minneapolis, MN-based company in the Financial Services sector.