Personal Capital

United States
Redwood City, California, United States, 94065

Company profile

Personal Capital company profile

Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.

Business identity

Contact email
[email protected]
Phone number
(855) 855-8005
Operating status
Closed
Company type
For Profit
Employee range
251-500 employees
Revenue range
$10M-$100M
Founded
2009-01-01, Year

Headquarters

Postal code
94065
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
M And A
Funding rounds
10
Total equity funding
$265.3M
Last funding
Series F / $50M / 2019-02-05
Last equity funding
Series F / $50M
Investors
13
Lead investors
6
Founders
4
Articles
213
Closed on
2023-08-28
Exited on
2020-06-29

Founders and investors

Founders

Bill HarrisLouie GaspariniPaul BergholmRob Foregger

Lead investors

Corsair CapitalCrosslink CapitalDCU FinTech Innovation CenterIGM FinancialIVPVenrock

Investors

BlackRockCorrelation VenturesCrosslink CapitalIVPVenrock