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, US
Websitepersonalcapital.com
Employee Ratings3.9
Overall CultureB+

Latest Updates

Employees (est.) (Nov 2020)945(+3%)
Cybersecurity ratingBMore

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 3 other locations
Redwood City, US (HQ)
3 Lagoon Dr #200
Atlanta, US
Atlanta, GA, USA
Atlanta, US
Tower Place 100, 3340 Peachtree Rd NE #825
Chicago, US
Chicago, IL, USA
Dallas, US
Bank of America Plaza, 901 Main St #4600
Dallas, 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$1.20 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

B

81/100

SecurityScorecard logo

Personal Capital Online and Social Media Presence

Embed Graph

Personal Capital Company Culture

  • Overall Culture

    B+

    81/100

  • CEO Rating

    A+

    85/100

  • Compensation

    B

    77/100

Learn more on Comparably

Personal Capital Blogs

Weekly Market Digest: Holidays, Vaccine Optimism Drive U.S. Stocks to All-Time Highs

This week acts as a fresh reminder that, while at an individual level, COVID-19 continues to wreak havoc, the markets continue to run higher despite the challenges faced by many. We view this as a reinforcement of our continued advice to our clients: Do your best to avoid timing the market.

How to Set Financial Expectations Around the Holidays

Why It’s Important to Talk About Spending Over the Holidays The holidays can be a time of great joy — or a time of great stress. For many families, one of the biggest stresses of the holidays has to do with finances. In this year already marked by COVID-19-related financial stress, many people feel …

Do You Have Unclaimed Life Insurance Money From a Deceased Relative?

There are billions in unclaimed life insurance from forgotten or lost policies in the U.S. See if you are one of those who is leaving money on the table.

Financial Empowerment: Why It’s Important

Financial empowerment is the feeling of being in control of your own financial situation. Find out here how you can attain financial empowerment.

Weekly Market Digest: Stocks Retreat with Economic Tensions, Renewed Lockdowns

After hitting all-time highs on the back of positive COVID-19 vaccine news to start the week, U.S. stocks retreated as new lockdown measures were imposed in parts of the country to try and slow the recent surge in the virus. The S&P 500 finished down a little less than a percent for the week, wh…

The People Behind Our Tools: Q&A with a Maker of the Savings Planner

The Savings Planner is helps you plan your annual retirement savings, build up your emergency fund, and progress towards paying down debt. Learn more from one of the tool's makers.
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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 945 employees.

  • Who are Personal Capital competitors?

    Competitors of Personal Capital include Wealthfront, SigFig and CashBoard.

  • 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 3 other locations.

  • How many offices does Personal Capital have?

    Personal Capital has 10 offices.