Personal Capital

Personal Capital is a digital wealth management company that offers financial analysis, portfolio allocation and tax optimization advisory solutions. Read more

Jay Shah's photo - President of Personal Capital

President

Jay Shah

CEO Approval Rating

81/100

PERSONAL CAPITAL TOP COMPETITORS OR ALTERNATIVES

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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 Fintech field. Wealthfront has 250 fewer employees vs. Personal Capital.

Betterment is perceived as one of Personal Capital's biggest rivals. Betterment was founded in 2008 in New York, New York. Betterment competes in the Internet Software industry. Betterment generates $27M more revenue than Personal Capital.

Acorns is a top competitor of Personal Capital. Acorns's headquarters is in Irvine, California, and was founded in 2012. Acorns competes in the Application Software field. Acorns generates 197% of Personal Capital's revenue.

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Personal Capital 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
Debt
May 2018
$15M
Series E
Jul 2017
$40M
Debt
Dec 2016
$25M
Series E
Dec 2016
$25M

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

Personal Capital Investments

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

Stockr provides financial based portal to connect investors, traders and public companies.
$1.5M
Sep 11, 2012
Seed
-

Personal Capital News

July 3, 2020Zephyr Net

Personal Capital CEO Speaks Up About the Company's Acquisition

If you missed the news earlier this week, here's a recap: Personal Capital agreed to be acquired by E... See more »
July 3, 2020Global Legal Chronicle

Empower Retirement's $1 Billion Acquisition Of Personal Capital

Willkie Farr & Gallagher represented Personal Capital in the transaction. Empower Retirement, one of ... See more »
July 1, 2020Business Insider

Empower Retirement to acquire Personal Capital for up to $1 billion

This story was delivered to Insider Intelligence Fintech Briefing subscribers earlier this morning.In... See more »
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, 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 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 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 »

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

December 15, 2020PR Newswire

Personal Capital Partners with Toys for Tots to Help Lift Spirits During the Pandemic

REDWOOD SHORES, Calif., Dec. 15, 2020 /PRNewswire/ -- This year has been a financially challenging ti... See more »
December 8, 2020PR Newswire

Personal Capital Selects Wellness Icon Deepak Chopra As Next Financial Hero

REDWOOD SHORES, Calif., Dec. 8, 2020 /PRNewswire/ -- Personal Capital, an Empower Company, a remote-f... See more »
February 19, 2020PR Newswire

After Explosive Growth, Personal Capital Expands Investment Committee and Adds New Industry Expert

REDWOOD SHORES, Calif., Feb. 19, 2020 /PRNewswire/ -- Personal Capital, an industry-leading digital w... See more »
July 8, 2019PR Newswire

Personal Capital Grows Into New Office Location in Downtown Denver

DENVER, July 8, 2019 /PRNewswire/ -- Leading hybrid digital wealth manager Personal Capital today ann... See more »
April 18, 2019PR Newswire

John Powers Appointed To Personal Capital's Team of Experts

SAN FRANCISCO, April 18, 2019 /PRNewswire/ -- Leading digital wealth management company Personal Capi... See more »
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 »

Personal Capital Videos

June 24, 2020Personal Capital Youtube Channel

"Personal Capital - Investing, Finance App" on YOUTUBE

April 30, 2020Personal Capital Vimeo Channel

"Introducing The Financial Roadmap" on VIMEO

The Financial Roadmap is an innovative tool available to wealth management clients that allows you, a... See more »
April 21, 2020Personal Capital Youtube Channel

"Android App Store Video - April 2020" on YOUTUBE

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 »
January 17, 2020Personal Capital Youtube Channel

""It's Personal Capital"" on YOUTUBE

January 17, 2020Personal Capital Youtube Channel

""Coffee Retirement"" on YOUTUBE

Social Media

Personal Capital Headquarters

3 Lagoon Drive Suite 200

Redwood City, California94065

855-855-8005

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Personal Capital 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, Jay Shah, currently has an approval rating of 81%. Personal Capital's primary competitors are Wealthfront, Betterment & Acorns.

Frequently Asked Questions about Personal Capital

  1. When was Personal Capital founded?

    Personal Capital was founded in 2009
  2. Who is Personal Capital's CEO?

    Personal Capital's CEO is Jay Shah
  3. How much revenue does Personal Capital generate?

    Personal Capital generates $23M in revenue
  4. How much funding does Personal Capital have?

    Personal Capital has historically raised $314.1M in funding
  5. Where is Personal Capital's headquarters?

    Personal Capital's headquarters is in Redwood City California, USA
  1. How many employees does Personal Capital have?

    Personal Capital has 500 employees
  2. What sector does Personal Capital operate in?

    Personal Capital is in Application Software, Internet Software, Fintech
  3. Who are Personal Capital's competitors?

    Personal Capital's top competitors are Wealthfront, Betterment, Acorns
  4. Who has Personal Capital invested in?

    Personal Capital's has invested in companies such as Stockr