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 »
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Personal Capital
Personal Capital is a digital wealth management company that offers financial analysis, portfolio allocation and tax optimization advisory solutions. Read more
President
Jay Shah
Est. Annual Revenue
Est. Employees
Sector
Headquarters
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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.
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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
FOLLOW STATUS
COMPANY
DESCRIPTION
AMOUNT
INVESTMENT DATE
ROUND
EXIT DATE
Personal Capital News
July 3, 2020Zephyr Net
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
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 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 »
Social Media
Personal Capital Headquarters
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IN THE NEWS
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PEMCO | Priority Health | Macquarie Group Limited | PaySense | Medical Mutual | PinCap | Trupanion | Ziegler | SVS | Moelis & Co | Kleiner Perkins | MAPFRE U.S.A. Corp. | Depository Trust & Clearing Corporation | Mount Lucas | Group Health Cooperative | Perspecsys | Turner Broadcasting | OverDrive | Maxwell Health | Pacific Advisors | M1 Finance | North Base Media | Mcarta | Laborde Financial Consultants | Davidson & Company | Resolute Engineering | Uflex | K Color | VASA Fitness | LIC Housing Finance
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.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 $23M 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 500 employeesWhat sector does Personal Capital operate in?
Personal Capital is in Application Software, Internet Software, FintechWho 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
