Craft

Personal Capital

Total Funding

$265.3 M

Personal Capital Summary

Company Summary

Overview
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
Status
Active
Founded
2009
HQ
Redwood City, CA, US | view all locations
Website
https://www.personalcapital.com
Cybersecurity rating
Sectors

Key People

  • Craig Birk

    Craig Birk, Chief Investment Officer

  • Michelle Brownstein

    Michelle Brownstein, Vice President of Private Client Services

  • James Burton

    James Burton, Chief Growth Officer

  • Lacey Cobb

    Lacey Cobb, Director of Advice Solutions

Operating MetricsView all

Registered Users

1.3M
160.0%

Jan, 2017

Assets Under Management

$3.4B

Dec, 2016

LocationsView all

7 locations detected

  • Redwood City, CA HQ

    United States

    3 Lagoon Dr #200

  • Atlanta, GA

    United States

    Tower Place 100, 3340 Peachtree Rd NE #825

  • Chicago, IL

    United States

    Chicago, IL, USA

  • Dallas, TX

    United States

    Bank of America Plaza, 901 Main St #4600

  • Dallas, TX

    United States

    Dallas, TX, USA

  • New York, NY

    United States

    New York, NY, USA

and 1 others

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