PERSONAL CAPITAL

personal-capital-logo

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 companyโ€™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 investorโ€™s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.

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PERSONAL CAPITAL

Social Links:

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

Email Addresses:
[email protected]

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

jay-shah_image

Jay Shah Board Member @ Personal Capital
Board_member

jeffrey-r-carney_image

Jeffrey R Carney Board Member @ Personal Capital
Board_member

kira-wampler_image

Kira Wampler Board Member @ Personal Capital
Board_member
2019-03-01

marina-levinson_image

Marina Levinson Board Member @ Personal Capital
Board_member
2018-10-01

brian-ascher_image

Brian Ascher Board Member @ Personal Capital
Board_member

jim-feuille_image

Jim Feuille Board Member @ Personal Capital
Board_member
2013-05-01

paul-desmarais-iii_image

Paul Desmarais III Board Member @ Personal Capital
Board_member
2017-01-01

jeremy-schein_image

Jeremy Schein Board Member @ Personal Capital
Board_member
2014-10-01

Current Employees Featured

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Jay Shah
Jay Shah Chief Executive Officer @ Personal Capital
Chief Executive Officer
2017-04-01

rob-foregger_image

Rob Foregger
Rob Foregger Co-Founder, Strategic Advisor @ Personal Capital
Co-Founder, Strategic Advisor
2012-06-01

jim-del-favero_image

Jim Del Favero
Jim Del Favero Chief Product Officer @ Personal Capital
Chief Product Officer
2012-08-01

paul-bergholm_image

Paul Bergholm
Paul Bergholm Chief Admin Officer/VP Finance @ Personal Capital
Chief Admin Officer/VP Finance
2008-01-01

fritz-robbins_image

Fritz Robbins
Fritz Robbins CTO/CIO @ Personal Capital
CTO/CIO
2010-02-01

ehsan-lavassani_image

Ehsan Lavassani
Ehsan Lavassani Founding Engineer and VP of Engineering @ Personal Capital
Founding Engineer and VP of Engineering
2009-07-01

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Mark Goines
Mark Goines Vice Chairman @ Personal Capital
Vice Chairman
2016-06-01

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Porter Gale
Porter Gale Chief Marketing Officer @ Personal Capital
Chief Marketing Officer
2019-02-01

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Kyle Ryan
Kyle Ryan Executive Vice President @ Personal Capital
Executive Vice President

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Allison Amadia
Allison Amadia General Counsel and Chief Compliance Officer @ Personal Capital
General Counsel and Chief Compliance Officer

Founder


bill-harris_image

Bill Harris

louie-gasparini_image

Louie Gasparini

rob-foregger_image

Rob Foregger

Investors List

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IGM Financial

IGM Financial investment in Series F - Personal Capital

igm-financial_image

IGM Financial

IGM Financial investment in Series E - Personal Capital

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Silicon Valley Bank

Silicon Valley Bank investment in Series E - Personal Capital

igm-financial_image

IGM Financial

IGM Financial investment in Series E - Personal Capital

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DCU FinTech Innovation Center

DCU FinTech Innovation Center investment in Non Equity Assistance - Personal Capital

igm-financial_image

IGM Financial

IGM Financial investment in Series E - Personal Capital

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Jump Capital

Jump Capital investment in Series D - Personal Capital

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IVP

IVP investment in Series D - Personal Capital

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BBVA Ventures

BBVA Ventures investment in Series D - Personal Capital

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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: 104.16.59.29
  • IP address: 104.16.59.29
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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