Personal Capital Reports Strong Growth into 2020

Personal Capital is a personal financial management tool that launched ten years ago; the company saw 23% annualized growth in new assets in the first quarter and saw a 57% increase in assets under management in 2019; their newest feature is called The Financial Roadmap which prioritizes financial planning topics for their 2 million customers; The Financial Revolutionist did an interview with Jay Shah to learn more about their current offering and the new products they have added as of late. The Financial Revolutionist

  • With efforts in many different areas of the team, she helps manage, organize and execute digital and event content. She works with webinars, podcasts, social media along with managing the hundreds of speakers that attend our conferences. Emily was a part of the Zimmerman Advertising Program at the University of South Florida. She graduated in 2019 receiving a Bachelor of Science in Business Advertising.

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