Okta

Personal Capital is a leading fintech company that combines advanced technology with personalized financial advisory services to empower users in managing their investments. With a mission to provide financial clarity and confidence, Personal Capital operates a robust cloud architecture, currently managing over $17.8 billion in assets for 2.9 million registered users. The company employs the Okta Identity Cloud as its identity management partner, leveraging solutions like Single Sign-On, Universal Directory, and Adaptive Multi-Factor Authentication to ensure secure access for nearly 500 employees and their clientele.

Personal Capital's high-tech, high-touch approach allows clients to effectively track and manage their assets through a user-friendly platform that integrates seamlessly with numerous cloud services. By adopting a Zero Trust security model, Personal Capital ensures that access to its AWS infrastructure is tightly controlled and continuously verified, reinforcing its commitment to safeguarding sensitive financial data. This innovative blend of technology and dedicated service positions Personal Capital as a trusted leader in personal finance management.