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. Our CEO, Bill Harris, is the former CEO of PayPal and Intuit. He describes Personal Capital as his magnum opus.
Type
Private
HQ
San Carlos, US
Founded
2009
Employees
287 (est)+3%
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
Mark Goines

Mark Goines

Chief Marketing Officer, Chief Strategy Officer
Catha Groot

Catha Groot

Strategy & Business Development Director
Meghan Schreiber

Meghan Schreiber

Personal Capital- Top Places to Work in Denver
Andrew C. Thompson

Andrew C. Thompson

Vice President
Jay Shah

Jay Shah

Chief Operating Officer
Alison Mittelstadt

Alison Mittelstadt

Head of Digital and Acquisition Marketing

Personal Capital Locations

San Carlos, US
San Francisco, US
Denver, US

Personal Capital Metrics

Personal Capital Summary

Founding Date

2009

Total Funding

$175 M

Latest funding size

$75 M

Time since last funding

7 months

Investors

Personal Capital's latest funding round of $75 M was in May 2016. In total, Personal Capital has raised $175 M.

Personal Capital Operating Metrics

Q4,2014Q1,2015Q2,2015Q3,2015Q4,2015Q1,2016

Assets under management

$980 M$1.2 B$1.4 B$1.5 B$1.8 B$2.1 B
Source: SEC

Personal Capital Online Presence

Personal Capital News

Personal Capital Company Life

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