Personal Capital

Financial Services Technology asset management financial management fintech

Personal Capital is an online investment advisory platform that provides its clients with electronically facilitated wealth management services, objective advice, and strategies. Personal Capital’s charges are based on a percentage of assets managed by the platform, including wealth management, trade costs, and custody. Personal Capital summarizes its users’ bank accounts, credit cards, mortgages, and other financial details together in one place. The platform also highlights its users’ long-term fiscal health over month-to-month spending with tools such as a visual graph of their investment allocation and a 401(k)-fee analyzer.

Company Growth (employees)

Type

Private

San Carlos, US

Founded

2009

Size (employees)

510 (est)+7%

Website

personalcapital.com

Personal Capital was founded in 2009 and is headquartered in San Carlos, US

Key People at Personal Capital

Jay Shah

CEO

Mike Armsby

Chief Financial Officer

Bill Harris

Chairman

Eric Weiss

Chief Marketing Officer

Mark Goines

Vice Chairman

Meghan Schreiber

Senior Talent Acquisition & Human Resource Manager

Paul Bergholm

Chief Administrative Officer

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

Personal Capital Data and Metrics

Summary Metrics

Founding Date	2009
Total Funding	$225.3 m
Latest funding size	$25 m
Time since last funding	7 months
Investors	BlackRock, Corsair Capital, BBVA Ventures, Correlation Ventures, Crosslink Capital, IVP, Silicon Valley Bank, IGM Financial, Venrock, Jump Capital, Rob Foregger, USAA, Propel Venture Partners

Personal Capital's latest funding round in December 2016 was reported to be $25 m. In total, Personal Capital has raised $225.3 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 $3.4 b in Dec, 2016