CTOs on the Move

Personal Capital

www.personalcapital.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Maxime Rousseau
Chief Information Security Officer Profile

Funding

Personal Capital raised $25M on 12/15/2016
Personal Capital raised $50M on 02/05/2019

Similar Companies

Clair

Clair is a social fintech that provides Instant Pay Access as a Service for human capital management and gig platforms to allow workers to get paid faster.

Repay

REPAY provides integrated payment processing solutions to verticals that have specific transaction processing needs. REPAY`s proprietary, integrated payment technology platform reduces the complexity of electronic payments for merchants, while enhancing the overall experience for consumers and businesses.

ConvexityShares

ConvexityShares is an ETF provider focused on diversifying the volatility space. We`re providing new choices and expanding opportunities for traders and sophisticated investors to both manage risk and seek to capitalize on moves in volatility. We aim to improve the experience of trading volatility ETFs through an enhanced calculation methodology in the underlying index and competitive low fees. ConvexityShares ETFs track the T3 SPIKE Front 2 Futures Index (the “SPIKES Futures Short-Term Index” – symbol: SPKF), which measures the return from a daily rolling long position in the SPIKES futures contracts traded on MGEX. The index is comprised of the first and second contract months, with a daily roll schedule to maintain an average tenor of one month. The two new ETFs are: - ConvexityShares 1x SPIKES Futures ETF (SPKX) - ConvexityShares Daily 1.5x SPIKES Futures ETF (SPKY) Products are listed on NYSE Arca, Inc. The SPIKES Index is based on SPY, the world`s most actively traded ETF.

BerkleyNet

BerkleyNet is a member company of W. R. Berkley Corporation specializing in workers` compensation insurance delivered through the internet. Working with select insurance agents and brokers, BerkleyNet leverages technology, underwriting and claims expertise to deliver real-time workers` compensation solutions for small and mid-sized businesses.

Daum Commercial

Daum Commercial is a Valencia, CA-based company in the Financial Services sector.