PERSONAL CAPITAL
Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.
PERSONAL CAPITAL
Industry:
Finance Financial Services FinTech Wealth Management
Founded:
2009-01-01
Address:
Redwood Shores, California, United States
Country:
United States
Website Url:
http://www.personalcapital.com
Total Employee:
501+
Status:
Active
Contact:
(855) 855-8005
Total Funding:
265.3 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Apple Mobile Web Clips Icon Google Tag Manager Domain Not Resolving IPv6 Cloudflare Google Google Cloud COVID-19
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Current Advisors List
Board_member
Board_member
Board_member
2019-03-01
Board_member
2018-10-01
Board_member
Board_member
2013-05-01
Board_member
2017-01-01
Board_member
2014-10-01
Current Employees Featured
Jay Shah Chief Executive Officer @ Personal Capital
Chief Executive Officer
2017-04-01
Rob Foregger Co-Founder, Strategic Advisor @ Personal Capital
Co-Founder, Strategic Advisor
2012-06-01
Jim Del Favero Chief Product Officer @ Personal Capital
Chief Product Officer
2012-08-01
Paul Bergholm Chief Admin Officer/VP Finance @ Personal Capital
Chief Admin Officer/VP Finance
2008-01-01
Fritz Robbins CTO/CIO @ Personal Capital
CTO/CIO
2010-02-01
Ehsan Lavassani Founding Engineer and VP of Engineering @ Personal Capital
Founding Engineer and VP of Engineering
2009-07-01
Mark Goines Vice Chairman @ Personal Capital
Vice Chairman
2016-06-01
Porter Gale Chief Marketing Officer @ Personal Capital
Chief Marketing Officer
2019-02-01
Kyle Ryan Executive Vice President @ Personal Capital
Executive Vice President
Allison Amadia General Counsel and Chief Compliance Officer @ Personal Capital
General Counsel and Chief Compliance Officer
Founder
Investors List
IGM Financial
IGM Financial investment in Series F - Personal Capital
IGM Financial
IGM Financial investment in Series E - Personal Capital
Silicon Valley Bank
Silicon Valley Bank investment in Series E - Personal Capital
IGM Financial
IGM Financial investment in Series E - Personal Capital
DCU FinTech Innovation Center
DCU FinTech Innovation Center investment in Non Equity Assistance - Personal Capital
IGM Financial
IGM Financial investment in Series E - Personal Capital
Jump Capital
Jump Capital investment in Series D - Personal Capital
IVP
IVP investment in Series D - Personal Capital
BBVA Ventures
BBVA Ventures investment in Series D - Personal Capital
Crosslink Capital
Crosslink Capital investment in Series D - Personal Capital
Investments List
Date | Company | Article | Money raised |
---|---|---|---|
2012-09-12 | Stockr | Personal Capital investment in Seed Round - Stockr | 1.5 M USD |
Official Site Inspections
http://www.personalcapital.com Semrush global rank: 43.43 K Semrush visits lastest month: 2.91 M
- Host name: 104.16.58.29
- IP address: 104.16.58.29
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago

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