FinDEVr SF 2014 / Personal Capital

Presenter Profile

Personal Capital helps people live better financial lives with technology-enabled advisory services as well as free financial software and educational content. Their award-winning apps enable you to effortlessly view your entire financial life in one place. Personal Capital brings to everyone wealth management that previously only the wealthiest could afford.


The Art of Data Aggregation
This presentation is for developers and engineers who build applications on top of data gathered from multiple sources. The objective of our data aggregation platform is to model (and report) a user’s complete financial life.

We share the three key architectural principles that have made this platform possible:

  • Owning the aggregated data to improve quality
  • Synthesizing data and developing machine learning intelligence to obtain unique insights
  • Developing APIs that hide data complexities to drive efficient UI development

Fritz Robbins is the CTO of Personal Capital, where he is responsible for the architecture, implementation, and operation of the company’s software products and services and infrastructure. Previously, he was President of Robbins Technologies, where he was the System Architect for companies including RSA, Wells Fargo and PassMark Security.

Ehsan Lavassani is the lead engineer at Personal Capital. He was the company’s first employee and architected its core systems from ground up. Previously, he was one of the main architects of RSA’s Adaptive Authentication system, which grew to over $100 million in revenue in less than five years.

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