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, CA, US
Websitepersonalcapital.com
Employee Ratings3.8
Overall CultureB

Recent NewsAll News

Latest Updates

Employees (est.) (Apr 2022)1,328(+2%)
Job Openings20
Cybersecurity ratingCMore
Discover new suppliers and conduct deeper comparison analysis with Craft for EnterpriseLearn more
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Key People/Management at Personal Capital

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
Kyle Ryan

Kyle Ryan

Executive Vice President of Advisory Services
Paul Bergholm

Paul Bergholm

Chief Administrative Officer, Vice President Finance
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Personal Capital Office Locations

Personal Capital has offices in Redwood City, Atlanta, Chicago, Dallas and in 2 other locations
Redwood City, CA, US (HQ)
3 Lagoon Dr #200
Atlanta, GA, US
Tower Place 100, 3340 Peachtree Rd NE #825
Chicago, IL, US
Chicago, IL, USA
Dallas, TX, US
Bank of America Plaza, 901 Main St #4600
Dallas, TX, US
Dallas, TX, USA
New York, NY, US
New York, NY, 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

3 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$1.2 b$1.4 b$1.5 b$1.8 b$2.1 b$3.4 b

Registered Users

500 k1.3 m
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Personal Capital Cybersecurity Score

Cybersecurity ratingPremium dataset

C

75/100

SecurityScorecard logo

Personal Capital Online and Social Media Presence

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Personal Capital Company Culture

  • Overall Culture

    B

    79/100

  • CEO Rating

    A+

    85/100

  • Compensation

    B

    76/100

  • Diversity

    A-

    78/100

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Personal Capital Blogs

How Do I Navigate the Current Market Environment?

With current market volatility, it can be challenging to navigate the stock market. Discover strategies for staying on track to meeting your goals.

Required Minimum Distributions (RMDs)

RMDs are an annual amount people are required to withdraw from their tax-deferred accounts when they are older than 72. Learn more about how RMDs work.

Making Sense of Risk Tolerance

Higher returns come with higher risk. Learn more about risk tolerance and how it fits into your overall financial strategy.

Lessons Learned From Investing for My Kids for 10 Years

Take a look into how to manage your child's financial future, while keeping your retirement goals in check as well.

April Market Recap: Stocks & Bonds Drop in Lockstep

Global stocks and bonds lost value in April as interest rates rose and expectations grew for more aggressive actions from central banks to restrict inflation. Many now expect U.S. short-term rates to be around 3% by year end. While possible, we suspect this may prove exaggerated, especially if the e…

Pay Off the Mortgage or Invest? Here’s How We Did Both

Paying off your mortgage allows you to lower your expenses today, while investing has the potential to build wealth for the future. Learn how to achieve both.
Show more

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, Michelle Brownstein and James Burton.

  • How many employees does Personal Capital have?

    Personal Capital has 1,328 employees.

  • Who are Personal Capital competitors?

    Competitors of Personal Capital include Virtu Financial, Charles River Development and Institutional Shareholder Services.

  • 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 2 other locations.

  • How many offices does Personal Capital have?

    Personal Capital has 7 offices.