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, US
Websitepersonalcapital.com
Employee Ratings3.8
Overall CultureB+

Recent NewsAll News

Latest Updates

Employees (est.) (Jul 2021)1,124
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
James Burton

James Burton

Chief Growth Officer
Lacey Cobb

Lacey Cobb

Director of Advice Solutions
Kyle Ryan

Kyle Ryan

EVP of Advisory Services
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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

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$1.2 b$1.4 b$1.5 b$1.8 b$2.1 b$3.4 b

Registered Users

500 k1.3 m
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Personal Capital Cybersecurity Score

Cybersecurity ratingPremium dataset

C

75/100

SecurityScorecard logo

Personal Capital Online and Social Media Presence

Embed Graph

Personal Capital Company Culture

  • Overall Culture

    B+

    74/100

  • CEO Rating

    A+

    83/100

  • Compensation

    D+

    60/100

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Personal Capital Blogs

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.

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…

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,…

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…

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…

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…
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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 1,124 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.