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Personal Capital gets $75 million investment and an ex-Schwab retail chief in Jeff Carney

The Bill Harris-founded call-center RIA, which manages $2.4 billion in assets, hits it $500-million bogey for valuation

Author Lisa Shidler May 19, 2016 at 11:30 AM
1 Comment
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Jeff Carney is returning to his US retail roots as Personal Capital board member.

401(k) Stories

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Robo-Advisors


Bill Winterberg

Bill Winterberg

May 19, 2016 — 7:29 PM

Personal Capital already played in the 401(k) sandbox once. Remember personalcapital401k.com?

Fool me once, shame on you, fool me twice…


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Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Aite Group
Consulting Firm
Top Executive: Frank Rizza

Betterment, LLC
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