Strategy

Digital Wealth Manager Opens Atlanta Office

Robbie Lawther Assistant Editor September 26, 2018

Digital Wealth Manager Opens Atlanta Office

The new office is part of a growth plan to expand its operation in the Southeast of the US.

Hybrid digital wealth manager Personal Capital has opened a new office in the Buckhead district of Atlanta, located at 3340 Peachtree Road.

This is part of the firm’s growth plan to provide greater on-the-ground service to clients in the Southeast, it said in a statement.

Personal Capital is currently hiring financial advisors for the new Buckhead location.

"Atlanta is a vibrant city with forward-thinking, sophisticated residents," said Kyle Ryan, executive vice president of advisory services at Personal Capital. "It is a natural place for Personal Capital to put down roots in an effort to support clients in the region and throughout the East Coast. The talent pool of advisors is extremely deep as well, and we look forward to growing our business here with a focus on hiring advisors that share our commitment to putting client needs first."

Personal Capital is a hybrid digital wealth management company based in San Carlos, California with more than $7.5 billion assets under management. Personal Capital opened its first office in Silicon Valley more than seven years ago. The firm has offices throughout the US with advisors in San Francisco, Denver, Chicago, New York, and Dallas.

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