Personal Capital
OverviewSuggest Edit
Personal Capital is an online investment advisory platform. It provides its clients with electronically facilitated wealth management services, objective advice, and strategies. The platform allows users to track and manage their financials, plat retirement, control investments.
| Type | Private | |
| Founded | 2009 | |
| HQ | Redwood City, US | Map |
| Website | personalcapital.com | |
| Employee Ratings | More | |
| Overall Culture | B+ | More |
Latest Updates
| Employees (est.) (Nov 2020) | 945 | (+3%) |
| Cybersecurity rating | B | More |
Key People/Management at Personal Capital
Craig Birk
Chief Investment Officer
Mike Armsby
Chief Financial Officer
Michelle Brownstein
VP of Private Client Services
Allison Amadia
General Counsel and Chief Compliance Officer
James Burton
Chief Growth Officer
Amin Dabit
VP of Advisory Service
Personal Capital Office Locations
Personal Capital has offices in Redwood City, Atlanta, Chicago, Dallas and in 3 other locations
Redwood City, US (HQ)
3 Lagoon Dr #200
Atlanta, US
Atlanta, GA, USA
Atlanta, US
Tower Place 100, 3340 Peachtree Rd NE #825
Chicago, US
Chicago, IL, USA
Dallas, US
Bank of America Plaza, 901 Main St #4600
Dallas, US
Dallas, TX, USA
Personal Capital Financials and Metrics
Summary Metrics
Founding Date | 2009 |
Personal Capital total Funding | $265.3 m |
Personal Capital latest funding size | $50 m |
Time since last funding | 2 years ago |
Personal Capital investors | Silicon Valley Bank, BlackRock, Venrock, Crosslink Capital, BBVA Ventures, Correlation Ventures, USAA, Jump Capital, Rob Foregger, IVP, Corsair Capital, IVP (Institutional Venture Partners), IGM Financial, Propel Venture Partners, Jeffrey R Carney |
Personal Capital's latest funding round in February 2019 was reported to be $50 m. In total, Personal Capital has raised $265.3 m
Personal Capital Operating Metrics
Personal Capital's Registered Users was reported to be 1.3 m in Jan, 2017. Personal Capital's Assets Under Management was reported to be $3.4b in Dec, 2016.
| May, 2014 | Q4, 2014 | Q1, 2015 | Q2, 2015 | Q3, 2015 | Q4, 2015 | Q1, 2016 | Dec, 2016 | Jan, 2017 | |
|---|---|---|---|---|---|---|---|---|---|
Assets Under Management | $980 m | $1.20 b | $1.40 b | $1.50 b | $1.80 b | $2.10 b | $3.40 b | ||
Registered Users | 500 k | 1.30 m |
Personal Capital Cybersecurity Score
Personal Capital Online and Social Media Presence
19.81k Twitter followers
Personal Capital has 19.81k Twitter Followers. The number of followers has increased 0.3% month over month and increased 0.9% quarter over quarter
Personal Capital's Trends
Twitter Engagement Stats for @PersonalCapital
3.5k
Tweets
262
Following
19.8k
Followers
27
Tweets last 30 days
0.9
Avg. likes per Tweet
55.6%
Tweets with engagement
Personal Capital Company Culture
Overall Culture
B+
81/100
CEO Rating
A+
85/100
Compensation
B
77/100
Personal Capital Blogs
November 27, 2020
Weekly Market Digest: Holidays, Vaccine Optimism Drive U.S. Stocks to All-Time Highs
This week acts as a fresh reminder that, while at an individual level, COVID-19 continues to wreak havoc, the markets continue to run higher despite the challenges faced by many. We view this as a reinforcement of our continued advice to our clients: Do your best to avoid timing the market.
November 26, 2020
How to Set Financial Expectations Around the Holidays
Why It’s Important to Talk About Spending Over the Holidays The holidays can be a time of great joy — or a time of great stress. For many families, one of the biggest stresses of the holidays has to do with finances. In this year already marked by COVID-19-related financial stress, many people feel …
November 25, 2020
Do You Have Unclaimed Life Insurance Money From a Deceased Relative?
There are billions in unclaimed life insurance from forgotten or lost policies in the U.S. See if you are one of those who is leaving money on the table.
November 23, 2020
Financial Empowerment: Why It’s Important
Financial empowerment is the feeling of being in control of your own financial situation. Find out here how you can attain financial empowerment.
November 20, 2020
Weekly Market Digest: Stocks Retreat with Economic Tensions, Renewed Lockdowns
After hitting all-time highs on the back of positive COVID-19 vaccine news to start the week, U.S. stocks retreated as new lockdown measures were imposed in parts of the country to try and slow the recent surge in the virus. The S&P 500 finished down a little less than a percent for the week, wh…
November 18, 2020
The People Behind Our Tools: Q&A with a Maker of the Savings Planner
The Savings Planner is helps you plan your annual retirement savings, build up your emergency fund, and progress towards paying down debt. Learn more from one of the tool's makers.
Personal Capital Frequently Asked Questions
When was Personal Capital founded?
Personal Capital was founded in 2009.
Who are Personal Capital key executives?
Personal Capital's key executives are Craig Birk, Mike Armsby and Michelle Brownstein.
How many employees does Personal Capital have?
Personal Capital has 945 employees.
Who are Personal Capital competitors?
Competitors of Personal Capital include Wealthfront, SigFig and CashBoard.
Where is Personal Capital headquarters?
Personal Capital headquarters is located at 3 Lagoon Dr #200, Redwood City.
Where are Personal Capital offices?
Personal Capital has offices in Redwood City, Atlanta, Chicago, Dallas and in 3 other locations.
How many offices does Personal Capital have?
Personal Capital has 10 offices.
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