With the Okta Identity Cloud, Personal Capital can manage its large-scale cloud environment easily and securely

Nearly 500

employees using Okta for easy access to their work

2.9 Million+

registered users tracking over $1.1 trillion in account assets

27,000+

clients trusting Personal Capital to manage over $17.8B in assets

See More from Personal Capital :

Oktane19
  • A fintech leader chooses an identity partner
  • Solving for infrastructure access
  • An auspicious and timely acquisition
  • Foundation for secure, low-maintenance growth
A fintech leader chooses an identity partner

To support its growth, Personal Capital operates a robust cloud architecture, but to achieve Zero Trust it wanted a strong partner that would allow it to unify its identity and access management stack. Personal Capital began with Okta’s Workforce Identity Suite, including Single Sign-on, Universal Directory, Lifecycle Management, and Adaptive Multi-Factor Authentication.

Solving for infrastructure access

After successfully deploying Okta within the organisation, Personal Capital looked for an elegant, scalable technology solution for enabling access to its AWS cloud architecture. The team opted for ScaleFT’s Zero Trust Server Access, a product neatly integrated with Okta using not only SAML but also SCIM technology, further simplifying identity provisioning management.

An auspicious and timely acquisition