Personal Capital Brings In $37.1 Million

Fintech startup Personal Capital announced the completion of $37.1 million in financing from an undisclosed investor.

Personal Capital is an online investment advisory platform that provides clients with electronically facilitated wealth management services, advice, and strategies. Personal Capital’s charges are based on a percentage of assets managed by the platform, which pulls together users’ bank accounts, credit cards, mortgages, and other financial details in one place. The platform also provides insight into users’ long-term fiscal health and month-to-month spending with tools such as visual graphs of their investment allocations and a 401(k)-fee analyzer.