Personal Capital is in the vanguard of a new wave of startups seeking to disrupt the $10T wealth management industry. Others in this space include Betterment, FutureAdvisor, Jemstep, LearnVest, SigFig and Wealthfront. Each is leveraging technology to deliver effective, low-cost, conflict-of-interest-free investment insight and advice to Americans who range from the mass affluent to the truly wealthy. Personal Capital offers account aggregation and detailed portfolio and personal financial management analytics to everyone free of charge. The key insight that differentiates …
