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, CA, US | Map |
| Website | personalcapital.com | |
| Employee Ratings | More | |
| Overall Culture | B+ | More |
Latest Updates
| Employees (est.) (Jul 2021) | 1,124 | |
| Cybersecurity rating | C | More |
Key People/Management at Personal Capital
Craig Birk
Chief Investment Officer
Mike Armsby
Chief Financial Officer
Michelle Brownstein
VP of Private Client Services
James Burton
Chief Growth Officer
Lacey Cobb
Director of Advice Solutions
Kyle Ryan
EVP of Advisory Services
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
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 | $1.2 b | $1.4 b | $1.5 b | $1.8 b | $2.1 b | $3.4 b | ||
Registered Users | 500 k | 1.3 m |
Personal Capital Cybersecurity Score
Personal Capital Online and Social Media Presence
20.41k Twitter followers
Personal Capital has 20.41k Twitter Followers. The number of followers has increased 0.4% month over month and increased 0.5% quarter over quarter
Personal Capital's Trends
Twitter Engagement Stats for @PersonalCapital
3.6k
Tweets
262
Following
20.4k
Followers
26
Tweets last 30 days
1.3
Avg. likes per Tweet
61.5%
Tweets with engagement
Personal Capital Company Culture
Overall Culture
B+
74/100
CEO Rating
A+
83/100
Compensation
D+
60/100
Personal Capital Blogs
July 28, 2021
How to Manage Your Budget in a Post-Pandemic World
As we still fight the urge to spend more, here's how we are managing our budget as more spending options become available.
July 28, 2021
What Does the Average American Need to Feel Financially Healthy?
KEY FINDINGS Financial health is rooted in a sense of freedom. The vast majority of recent survey respondents (81%) say, “I will feel financially well when I have the freedom and ability to spend how I want to.” Financial wellbeing can also feel elusive. A majority (60%) feel confident in their abil…
July 27, 2021
8 Financial Conversations to Have with Your Aging Parents
It’s hard to watch your parents age — after all, you’re used to them taking care of you. When the tables turn, however, it’s important to consider how you’ll bring up certain financial conversations (and know exactly what to talk about). If you feel nervous talking to your parents about their money,…
July 23, 2021
How Does Bitcoin Work?
A couple months ago, I received a question from a podcast listener about my thoughts on Bitcoin and if it was worthwhile. At the time, I really didn’t think much of it and considered cryptocurrency a distraction to my plan of long term buy-and-hold stock market investing. That being said, innovation…
July 22, 2021
Making Money Decisions for Sustainability
For decades we’ve been hearing about the looming climate crisis — watching documentaries and special reports highlighting rising temperatures, overflowing landfills, and increased carbon emissions and their impact on our planet. It’s easy to think of sustainability only in terms of ecological impact…
July 22, 2021
401k Management Now Available to Personal Capital Clients
When it comes to investing for long-term goals, 401k accounts play an important role. These and other employer-sponsored retirement accounts offer tax advantages to help you make the most of your money, and sometimes, your employer even contributes to your plan. Over time, it’s critical to monitor a…
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 1,124 employees.
Who are Personal Capital competitors?
Competitors of Personal Capital include InvestCloud, Wealthfront and SigFig.
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.
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