Personal Capital was founded in 2009 and is headquartered in San Carlos, US
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Key People/Management at Personal Capital
Jay Shah
CEO
Mike Armsby
CFO
Bill Harris
Chairman
Eric Weiss
Chief Marketing Officer
Mark Goines
Vice Chairman
Paul Bergholm
Chief Administrative Officer
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Personal Capital Office Locations
Personal Capital has offices in San Carlos, San Francisco and Denver
San Carlos, US (HQ)
189 1 Circle Star Way
Denver, US
800 Denver Place 999 18th St
San Francisco, US
400 500 Howard St
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Personal Capital Financials and Metrics
Summary Metrics
Founding Date | 2009 |
Total Funding | $240.3 m |
Latest funding size | $40 m |
Time since last funding | a year ago |
Investors | BBVA Ventures, Corsair Capital, BlackRock, Correlation Ventures, Crosslink Capital, IVP, Jump Capital, IGM Financial, Rob Foregger, Silicon Valley Bank, USAA, IVP (Institutional Venture Partners), Propel Venture Partners, Venrock |
Personal Capital's latest funding round in August 2017 was reported to be $40 m. In total, Personal Capital has raised $240.3 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 |
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Personal Capital Online and Social Media Presence
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