Personal Capital is a digital wealth management company that offers financial analysis, portfolio allocation and tax opt... Read more
Personal Capital's Competitors, Revenue, Number of Employees, Funding and Acquisitions
2,918 Followers on Owler
President & CEO
Jay Shah
Est. Annual Revenue
Est. Employees
Headquarters
TOP COMPETITORS OR ALTERNATIVES
RANK
COMPANY
CEO
CEO RATING
EMPLOYEES
FUNDING
REVENUE
- -
800
$314.1M
$22.4M
1
Andy Rachleff
President & CEO
78/100
138
$204.7M
$29M
2
Jonathan Stein
Co-Founder & CEO
84/100
320
$275M
$30M
3
Noah Kerner
CEO
81/100
390
$255.6M
$8.7M
4
Jason Wenk
Founder & CEO
87/100
30
$8.5M
5
Rich Cancro
Founder & CEO
93/100
80
$60.1M
$4M
6
Edward O'Brien
CEO
83/100
700
- -
$20M
7
Bhaskar Prabhakara
Co-Founder & CEO
65/100
137
$12.2M
$3M
8
Bo Lu
Co-Founder & CEO
75/100
55
$20.5M
$6.1M
9
Baiju Prafulkumar Bhatt
Co-CEO
83/100
910
$1.1B
$60M
Wealthfront is one of Personal Capital's top competitors. Wealthfront is a Private company that was founded in Palo Alto, California in 2008. Wealthfront is in the Diversified Financial Services field. Wealthfront has 662 fewer employees vs. Personal Capital.
Weigh-in!
Help the Owler community know moreTrending News for Personal Capital and Personal Capital's Competitors
July 10, 2020
Institutional Asset Manager
IHS Markit launches Data Lake service
IHS Markit launches Data Lake service Submitted 10/07/2020 - 9:23am Critical information specialist I... See more »
July 10, 2020
Securities Lending Times
IHS Markit expands Amazon Web Services use for cloud infrastructure
IHS Markit has an existing presence within AWS and will move the majority of its data processing infr... See more »
Acquisitions
No recent acquisitions found related to Personal Capital
Personal Capital Funding History
Since Personal Capital was founded in 2009, it has participated in 11 rounds of funding. In total Personal Capital has raised $314.1M. Personal Capital's last funding round was on Jan 2019 for a total of $50.0M
ROUND
FUNDING DATE
AMOUNT
INVESTORS
Series F
Jan 2019
$50M
IGM Financial Inc
Debt
May 2018
$15M
Series E
Jul 2017
$40M
Debt
Dec 2016
$25M
Series E
Dec 2016
$25M
Total Funding: $314.1M
Since Personal Capital was founded in 2009, it has participated in 11 rounds of funding. In total Personal Capital has raised $314.1M. Personal Capital's last funding round was on Jan 2019 for a total of $50.0M
Investments
FOLLOW STATUS
COMPANY
DESCRIPTION
AMOUNT
INVESTMENT DATE
ROUND
EXIT DATE
Personal Capital News
June 29, 2020TechCrunch
Personal Capital sells to Empower Retirement in deal worth up to $1B
Today Personal Capital, a fintech company that had attracted over $265 million in private funding, an... See more »
June 29, 2020The Business Journals: San Francisco Business Times
Redwood City wealth management startup scooped up in $1B sale
Wealth management startup Personal Capital Corp. has agreed to be acquired by a Colorado-based unit o... See more »
June 29, 2020MarketScreener
Financials Up Amid Deal Activity -- Financials Roundup
(marketscreener.com) Shares of banks and other financial institutions rose amid deal activity. Empowe... See more »
June 17, 2020Wealth Adviser
Personal Capital reaches USD1bn assets in managed ESG portfolios
Personal Capital reaches USD1bn assets in managed ESG portfolios Submitted 17/06/2020 - 9:29am Digita... See more »
June 9, 2020Finovate
Personal Capital Helps Investors Worried about the "What If" of Future Recessions
Not that we didn't see it coming, but the National Bureau of Economic Research officially declared ye... See more »
May 13, 2020The Business Journals: San Francisco Business Times
JPMorgan Chase drops out of bidding for Bay Area fintech
JPMorgan Chase (NYSE: JPM) is no longer seeking to buy online financial advising and wealth managemen... See more »
April 14, 2020PC Magazine
Personal Capital
Personal Capital is lighter on personal finance tools and heavier on investment tracking than its com... See more »
Personal Capital Blogs
January 21, 2020Personal Capital Blog
Managing "Sudden Wealth Syndrome" - Lessons Learned From Pro Athletes
"Sudden wealth syndrome" is a term used to describe the adjustment issues, stress, confusion, and oft... See more »
January 19, 2020Personal Capital Blog
Weekly Market Digest: What Does the 'Phase One' Trade Deal Mean for the Economy?
We are now into the third week of the new decade and so far, so good it seems. The first few days of ... See more »
January 15, 2020Personal Capital Blog
Quarterly Market Commentary: Will the Bull Market Lose Steam in 2020?
Each quarter, our investment team comments on what happened in the markets and the economy over the l... See more »
January 13, 2020Personal Capital Blog
5 Tips for Filing Taxes for Freelance Work
In today's "gig" economy, a growing number of people are leaving the 9-to-5 corporate grind and choos... See more »
January 12, 2020Personal Capital Blog
Weekly Market Digest: What Will the Next Decade Bring?
We kicked off the first full work week of 2020 with plenty of geo-political controversy. Tensions fla... See more »
January 9, 2020Personal Capital Blog
The Right Way to Deal with Stock Market Volatility
The past year was largely positive for stock market investors as major market indices notched record ... See more »
January 9, 2020Personal Capital Blog
What Moved the Markets in December?
The Trade War Stocks rose in December, punctuating a big year for stocks and a remarkable decade in c... See more »
Personal Capital Press Releases
April 11, 2019PR Newswire
Marketing & Product Veteran Kira Wampler Joins Personal Capital Board of Directors
SAN FRANCISCO, April 11, 2019 /PRNewswire/ -- Digital wealth management company Personal Capital toda... See more »
March 13, 2019PR Newswire
Too Many Americans Are Still in The Dark About Getting Financial Advice, Personal Capital Finds
SILICON VALLEY, Calif., March 13, 2019 /PRNewswire/ -- Nearly half of Americans surveyed (48 percent)... See more »
January 3, 2019StreetInsider
Health Costs Top List of Concerns for Americans Planning Retirement, New Poll Finds
Nearly two-thirds (65%) of Americans are confident they have saved enough -- or will save enough -- t... See more »
December 20, 2018streetinsider
When It Comes to Parenting, Affluent Americans Attempt to Balance Expenses, Set Limits, and Leave a Legacy, According to Personal Capital Survey
Leading hybrid digital wealth manager Personal Capital today released its second annual Affluent Fami... See more »
December 3, 2018PR Newswire
Personal Capital Moves Headquarters to Redwood Shores
SILICON VALLEY, Calif., Dec. 3, 2018 /PRNewswire/ -- Leading hybrid digital wealth manager Personal C... See more »
May 22, 2018PR Newswire
Personal Capital Reaches $7B AUM as Jay Shah Marks One Year as CEO
SILICON VALLEY, Calif., May 22, 2018 /PRNewswire/ -- Leading digital wealth manager Personal Capital ... See more »
June 5, 2017PR Newswire
Former Securities and Exchange Commissioner Luis A. Aguilar Joins Personal Capital's Board of Advisors
SAN FRANCISCO, June 6, 2017 /PRNewswire/ -- Digital wealth management firm Personal Capital today ann... See more »
Personal Capital Videos
April 17, 2020Personal Capital Vimeo Channel
"Personal Capital Dashboard Demo" on VIMEO
Personal Capital is a pioneer in the digital wealth management industry. We do the right thing by the... See more »
February 11, 2020Personal Capital Vimeo Channel
"Personal Capital - Retirement Planner Demo" on VIMEO
Personal Capital is a pioneer in the digital wealth management industry. We do the right thing by the... See more »
March 7, 2019Personal Capital Youtube Channel
"Becoming a Personal Capital Client: Next Steps" on YOUTUBE
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Summary
ABOUT
Overview
Personal Capital Corp. provides wealth management and investment advisory services. It was founded by Rob Foregger, Bill Harris and Louie Gasparini in 2015 and headquartered in Redwood City, California with approximately 125 employees. The goal of the...
CEO
Personal Capital's President & CEO, Jay Shah, currently has an approval rating of 86%. Personal Capital's primary competitors are Wealthfront, Betterment & Acorns.Website
personalcapital.comFrequently Asked Questions about Personal Capital
When was Personal Capital founded?
Personal Capital was founded in 2009Who is Personal Capital's CEO?
Personal Capital's CEO is Jay ShahHow much revenue does Personal Capital generate?
Personal Capital generates $22.4M in revenueHow much funding does Personal Capital have?
Personal Capital has historically raised $314.1M in fundingWhere is Personal Capital's headquarters?
Personal Capital's headquarters is in Redwood City California, USA
How many employees does Personal Capital have?
Personal Capital has 800 employeesWhat sector does Personal Capital operate in?
Personal Capital is in Application Software, Internet SoftwareWho are Personal Capital's competitors?
Personal Capital's top competitors are Wealthfront, Betterment, AcornsWho has Personal Capital invested in?
Personal Capital's has invested in companies such as Stockr
