| Name | Title | Contact Details |
|---|---|---|
David Burch |
General Counsel | Profile |
Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
Berno Financial Management Inc is a Cincinnati, OH-based company in the Financial Services sector.
SelfScore is an analytics-based lending company providing access to financial products for a deserving but underserved population of international students in the US. We`re developing a strong market niche around providing access to financial products (credit cards, student loans, etc) to this population of students (1M+ strong and growing with $31 billion in untapped annual spending). International students are routinely granted access to the US educational system and all the advantages it has to offer. However, no clear path exists for them to gain access to the credit markets. The current credit policies handicap them, leaving them unable to get a credit card, student loan or car lease without paying exorbitant costs/fees. We want to provide them with a financial on-ramp and put them on a path towards financial success in America.
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