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Personal Capital Stock

Digital wealth management

About Personal Capital Stock

Founded

2009

Headquarters

San Carlos, CA, US

Notable Investor

Institutional Venture Partners

Total Funding

273M

Personal Capital provides online financial tools and wealth management services. The company's free financial tools allow users to develop their long-term financial strategy – calculate their net worth, set a budget, manage investment accounts, and plan for retirement. Personal Capital also offers a customizable wealth management program designed around individual circumstances. The company was founded in 2009 and is headquartered in San Carlos, California. 

Personal Capital Overview 

Source: Personal Capital

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Investors in Personal Capital

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Personal Capital Management

Leadership team at Personal Capital

Chief Executive Officer

Jay Shah

Chief Strategy Officer and Vice Chairman

Mark Goines

Locked Features

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How to invest in Personal Capital stock?

Accredited investors can buy pre-IPO stock in companies like Personal Capital through EquityZen funds. These investments are made available by existing Personal Capital shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell Personal Capital stock?

Shareholders can sell their Personal Capital stock through EquityZen's private company marketplace. EquityZen's network includes over 310K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 41K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."