Personal Capital

Introducing a New Breed of Financial Advisor

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Personal Capital needed to break through the noise of overhyped robo advisors and well-established incumbents to differentiate its unique hybrid investment advisory model. The company needed to educate the market about the need for both advanced investing tools and personalized guidance from a human advisor in order to establish its place in the personal finance discussion.

Highwire turned Personal Capital's unique data into big-picture stories, successfully launched its Retirement Planner tool, conducted timely investor surveys, developed compelling social media content and inserted the company into a controversial fiduciary policy debate. These initiatives brought Personal Capital into the top-tier media conversation, and established CEO Bill Harris as a leading voice on retirement, investing and the technology revolution in financial services.

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CNBC's Disruptor 50

FT 300 Ranking of Top Registered Investment Advisors

Forbes Fintech 50

Tom Taulli, Forbes

“When Personal Capital talks, people should listen.”

Media coverage around the launch of Personal Capital's Retirement Planner tool drove record website traffic and thousands of users to sign up in its first week.

Picture developed by Highwire PR