Company Growth (employees)
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
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 | $240.3 m |
Latest funding size | $40 m |
Time since last funding | about 2 months |
Investors | BBVA Ventures, Corsair Capital, BlackRock, Correlation Ventures, Crosslink Capital, IVP, Jump Capital, IGM Financial, Rob Foregger, Silicon Valley Bank, USAA, IVP (Institutional Venture Partners), Propel Venture Partners, Venrock |
Personal Capital's latest funding round in August 2017 was reported to be $40 m. In total, Personal Capital has raised $240.3 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
| May, 2014 | Q4, 2014 | Q1, 2015 | Q2, 2015 | Q3, 2015 | Q4, 2015 | Q1, 2016 | Dec, 2016 | Jan, 2017 | |
|---|---|---|---|---|---|---|---|---|---|
Registered Users | 500 k | 1.3 m | |||||||
Assets Under Management | $980 m | $1.2 b | $1.4 b | $1.5 b | $1.8 b | $2.1 b | $3.4 b |
