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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.
TypePrivate
Founded2009
HQRedwood City, CA, USMap
Websitepersonalcapital.com
Employee Ratings4More
Overall CultureC+More
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Latest Updates

Employees (est.) (Mar 2021)1,018(+2%)
Cybersecurity ratingCMore

Key People/Management at Personal Capital

Craig Birk

Craig Birk

Chief Investment Officer
Mike Armsby

Mike Armsby

Chief Financial Officer
Michelle Brownstein

Michelle Brownstein

VP of Private Client Services
Allison Amadia

Allison Amadia

General Counsel and Chief Compliance Officer
James Burton

James Burton

Chief Growth Officer
Amin Dabit

Amin Dabit

VP of Advisory Service
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Personal Capital Office Locations

Personal Capital has offices in Redwood City, Atlanta, Chicago, Dallas and in 2 other locations
Redwood City, CA, US (HQ)
3 Lagoon Dr #200
Atlanta, GA, US
Atlanta, GA, USA
Atlanta, GA, US
Tower Place 100, 3340 Peachtree Rd NE #825
Chicago, IL, US
Chicago, IL, USA
Dallas, TX, US
Bank of America Plaza, 901 Main St #4600
Dallas, TX, US
Dallas, TX, USA
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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
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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, 2014Q4, 2014Q1, 2015Q2, 2015Q3, 2015Q4, 2015Q1, 2016Dec, 2016Jan, 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 k1.30 m
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Personal Capital Cybersecurity Score

Cybersecurity ratingPremium dataset

C

78/100

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Personal Capital Online and Social Media Presence

Personal Capital's Trends

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Personal Capital Company Culture

  • Overall Culture

    C+

    74/100

  • CEO Rating

    A

    83/100

  • Compensation

    C-

    60/100

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Personal Capital Blogs

April 09, 2021

How I Learned About Investment Fees the Hard Way

Investment fees can impact your potential for high returns. Learn more about the importance of knowing your investment fees before choosing an investment broker.
April 09, 2021

Personal Capital vs. Mint: Which is the Best Choice for You?

Both Personal Capital and Mint provide secure, cloud-based financial tools for viewing all your financial accounts in one location. Learn which is best for you.
April 07, 2021

What Is the Average Retirement Savings By State?

Is there such a thing as where you live having an impact on your actual retirement savings? Learn more from our analysis on retirement savings by state.
April 06, 2021

March Market Recap: Equities Advance on Delivery of Vaccines, Stimulus Checks

During the first two months of 2021, stocks climbed in anticipation of accelerating vaccine rollouts and anther round of stimulus. The adage is to buy the rumor and sell the news, but equities advanced again in March as vaccination opened to more people and stimulus checks were sent out. Discussion …
April 05, 2021

What to Do with Your 401k in the Months and Years After You Get One

You may have just set up a 401k and wonder what to do next. Or you may have set up a 401k 10 years ago and may not know what you should do now. In this article we’ll explore more about how to tackle your 401k. What is a 401k? A 401k is an employer-sponsored […]
April 01, 2021

How Tracking Our Net Worth Motivated Us to Achieve Financial Freedom

Here's how one family achieved big money milestones, including financial freedom, by simply tracking their net worth.
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 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 1,018 employees.

  • Who are Personal Capital competitors?

    Competitors of Personal Capital include Wealthfront, SigFig and Prudential Financial.

  • 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 2 other locations.

  • How many offices does Personal Capital have?

    Personal Capital has 8 offices.