Personal Capital is an online investment advisory platform that provides its clients with electronically facilitated wealth management services, objective advice, and strategies. Its charges are based on a percentage of assets managed by the platform, including wealth management, trade costs, and custody. Personal Capital summarizes its users’ bank accounts, credit cards, mortgages, and other financial details together in one place. The platform also highlights its users’ long-term fiscal health over month-to-month spending with tools such as a visual graph of their investment allocation and a 401(k)-fee analyzer.
Type
Private
HQ
San Carlos, US
Founded
2009
Size (employees)
701 (est)+3%
Personal Capital was founded in 2009 and is headquartered in San Carlos, US
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Key People/Management at Personal Capital

Jay Shah

Jay Shah

CEO
Mike Armsby

Mike Armsby

Chief Financial Officer
Bill Harris

Bill Harris

Chairman
Eric Weiss

Eric Weiss

Chief Marketing Officer
Mark Goines

Mark Goines

Vice Chairman
Paul Bergholm

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
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Personal Capital Financials and Metrics

Summary Metrics

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 $3.4b in Dec, 2016.
May, 2014Q4, 2014Q1, 2015Q2, 2015Q3, 2015Q4, 2015Q1, 2016Dec, 2016Jan, 2017

Assets Under Management

$980 m$1.20 b$1.40 b$1.50 b$1.80 b$2.10 b$3.40 b

Registered Users

500 k1.30 m
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