最有看点的互联网金融门户

最有看点的互联网金融门户
传统金融的互联网化国际资讯基于互联网平台的金融业务

智能投顾平台Personal Capital资管规模突破50亿美元

近日,复合型数字财富管理平台Personal Capital宣布,平台旗下管理资产总额成功突破50亿美元。

近些年来,硅谷地区聚集了不少高度自动化的数字财富管理机构,这样的趋势同样也引起了注册财富咨询师们的广泛关注。

对此,Personal Capital首席执行官Jay Shah表示:

“用户可以通过我们的Dashboard平台集中了解自己所有的金融账户,而他们通常也会为自己理财品种的单一性和相关管理费用的规模而感到惊讶。对于那些理财需求很高或者无暇管理自己投资的用户来说,我们正好可以为他们提供帮助。”

Personal Capital不仅实现了管理资产规模的提升,平台的平均初始账户规模也出现了上浮。仅今年一年,新注册用户的投资数量就从28.9万美元增长到了39.5万美元,增幅高达37%。此外,该公司的私人用户服务(Private Client Service)专门服务投资规模在100万美元及以上的用户,如今这一部分已占据平台总管理资产规模的39%。

去年,Personal Capital还相机推出了包括退休规划(Retirement Planner)和预算工具等多项新产品。近日该公司还宣布,平台E轮融资再获4000万美元支持。

Hybrid digital wealth manager Personal Capital now has $5 billion in assets under management (AUM), after gaining $2 billion in AUM within the past year.

The Silicon Valley is one of an emerging group of digital wealth managers with a high level of automation as well as the personal attention from registered financial advisors.

"When investors see a view of all of their financial accounts in one place through our Dashboard, they're often surprised by their lack of diversification and how much they're paying in fees to certain institutions." said Jay Shah, CEO of Personal Capital. "For investors with complex financial lives or for those who are just too busy to manage their own investments, we take the time and worry out of building an investment strategy."

Not only have Personal Capital's total assets under management grown, but so has the firm's average initial account size. This year alone, the average initial investment amount for new clients has grown 37 per cent, from $289,000 to $395,000. The company's Private Client Service, which works with investors with $1m or more in investable assets, now comprises about 39 per cent per cent of the company's AUM.

As Personal Capital has launched a variety of new tools over the past year including a Retirement Planner and Budgeting tool. The company recently announced an additional $40m of growth capital in an?extension of its Series E round.

"We're not a robo advisor that is just now adding a few people to offer live advice, and we're not a 100-year-old bank struggling to build and bolt new technology onto their advisory force. We've been a true hybrid from the start,” Shah added.


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