Personal Capital competitors

Walter W. Bettinger II, 60, has been President of The Charles Schwab Corporation since 2007 and Chief Executive Officer since late 2008.He leads a workforce of approximately 32,000 employees, with headquarters in Westlake, Texas and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore and Puerto Rico.As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:• $7.40 trillion in client assets • 32.1 million client brokerage accounts, 1.6 million bank accounts and 2.1 million retirement plan participants• ~12,000 independent investment advisors Mr. Bettinger’s duties include leading the development of strategies and services that assist tens of millions of people worldwide in their efforts to save and invest - either directly, with the help of an independent investment advisor or through a company-sponsored retirement or benefit plan. Under his leadership, the value of Schwab stock has grown from $13.59 on January 1, 2009 to approximately $75.00 as of May 31, 2021. During the same period, Schwab’s market capitalization has grown from ~$18billion to ~$140billion.Mr. Bettinger has been recognized throughout his career as a leader in financial services including: • in 2014, 2016, 2017 and 2018 he was recognized in Fortune magazine’s Businessperson of the Year listing - in 2018 he was ranked the #7 businessperson globally; • in 2010 to the Power 30 by Smart Money magazine of the world’s most powerful and influential players; and• the 2009 lifetime achievement award for contributions to the retirement security of working Americans by Plan Sponsor magazine.In 1983, at the age of 22, Mr. Bettinger founded The Hampton Company, a provider of retirement plan services to corporations and their employees. The Charles Schwab Corporation acquired Hampton in 1995.In addition to his professional duties, Mr. Bettinger is active in numerous charitable and philanthropic efforts. He and his wife, Teri, are founders of the Walt & Teri Bettinger Foundation and the parents of five children. A native of Ada, Ohio, Mr. Bettinger attended Delta State University in Cleveland, Mississippi and holds a bachelor of business administration degree with a major in finance, summa cum laude, from Ohio University. He has also completed the General Management program offered by the Harvard Business School.

Adrian Nazari is an acknowledged industry expert and founder of Credit Sesame Inc. Credit Sesame is a new and easy way for consumers to seamlessly manage their cash and personal credit together and grow both for free! Adrian was founder and CEO of Financial Crossing where he brought innovative advisory solutions to banks and FIs to better manage and guide consumers credit decisions at the point of sale. Prior to Financial Crossing Adrian was founder and CEO of Financial Circuit where he brought 1st of a kind solutions to financial advisory market to become holistic and help their clients manage their credit and liability side of their balance sheet more effectively. Prior to forming Financial Circuit in 2000, Mr. Nazari served as Vice President of Marketing and Business Development at Savvion, where he positioned the start-up in the emerging business process management (BPM) software and helped the company become the market leader with global enterprise customers in banking and ecommerce. Prior to Savvion, Mr. Nazari held various products, marketing, and business management positions where he turned new technology and concepts to leading market products and successful businesses. Adrian is an Author and Speaker, holds US patents, BSEE, and Masters in Business Management from Stanford Graduate School of Business where he was a Sloan fellow.Specialties: Executive Leadership, Personal Finance, Consumer Credit, Entrepreneurship, Product Management, Product Launch, Analytics, Finance, Marketing, Strategic Planning, Business Development, Business Intelligence, Corporate Development, Consumer Internet, SaaS, Web 2.0

Andy Rachleff is a co-founder and Executive Chairman of Wealthfront. He had previously been the executive chairman of the company after stepping down as the CEO, but then returned to the CEO role on October 31, 2016. Rachleff co-founded Benchmark Capital in 1995 and was a general partner until 2004. Prior to Benchmark, Rachleff was a general partner with Merrill, Pickard, Anderson & Eyre.

Sarah Kirshbaum Levy is the Chief Executive Officer of Betterment. Prior to joining Betterment, Sarah was the Chief Operating Officer at Viacom. During her time as COO of Viacom Media Networks, Levy oversaw global strategy, finance and operations for the $10Bn division that housed some of Viacom's iconic brands, including MTV, Comedy Central, and BET. Levy previously served as the Chief Operating Officer at Nickelodeon for over a decade. While at Nickelodeon, she drove expansion of the brand and business both organically and through acquisitions. She spearheaded Nickelodeon's entry into new segments generating more than $4Bn at retail, including digital gaming, consumer products, resorts, Broadway and theme parks, as well as subscription video on demand. Levy is currently a Board Member for The Lucius N. Littauer Foundation, Inc. (2012 to Present), ACON S2 Acquisition Corp (September 2020 to Present) and Funko (2019 to Present).