Personal Capital

Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money.

As an RIA, we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients' best interests. Our personal financial advisors are dedicated each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees.

Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses.

Company Growth (employees)
Type
Private
HQ
San Carlos, US
Founded
2009
Size (employees)
346 (est)+6%
Personal Capital was founded in 2009 and is headquartered in San Carlos, US

Key People at Personal Capital

Bill Harris

Bill Harris

CEO at Personal Capital
Mike Armsby

Mike Armsby

Chief Financial Officer
Jay Shah

Jay Shah

Chief Operating Officer
Eric Weiss

Eric Weiss

Chief Marketing Officer
Mark Goines

Mark Goines

Vice Chairman
Meghan Schreiber

Meghan Schreiber

Senior Talent Acquisition & Human Resource Manager
Paul Bergholm

Paul Bergholm

Chief Administrative Officer

Personal Capital Office Locations

Personal Capital has offices in San Carlos, San Francisco, Denver
San Carlos, US
Denver, US
San Francisco, US

Personal Capital Metrics

Personal Capital Summary

Founding Date

2009

Total Funding

$225.3 m

Latest funding size

$25 m

Time since last funding

3 months

Investors

We estimate that Personal Capital's latest funding round in December 2016 was $25 m. In total, Personal Capital has raised $225.3 m

Personal Capital Operating Metrics

May, 2014Q4,2014Q1,2015Q2,2015Q3,2015Q4,2015Q1,2016Dec, 2016Jan, 2017

Registered Users

500 k1.3 m

Assets Under Management

$980 m$1.2 b$1.4 b$1.5 b$1.8 b$2.1 b$3.4 b

Personal Capital Online Presence

Personal Capital Company Life

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