Personal Capital Stock
Digital wealth management
Sign up today and learn more about Personal Capital Stock
Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.
About Personal Capital Stock
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
Investors
Correlation Ventures
Getaround, mParticle, Casper, Earnest, Personal Capital, Imperfect Foods, BlueVine, Alloy, Optimizely, Good Eggs
Crosslink Capital
Chime, BetterUp, DataStax, Prosper Marketplace, HomeLight, Casper, Personal Capital, Reltio, Hired, Molekule
Institutional Venture Partners
Snap, SoFi, AppDynamics, Compass, Zenefits, Slack, Hopin, Dataminr, Twitter, Domo
Kleiner Perkins Caufield & Byers
Snap, AppDynamics, Spotify, Instacart, Stripe, Magic Leap, DoorDash, Bloom Energy, Slack, Brex
Silicon Valley Bank
One97, Olive, FireEye, Weee!, Workrise, Fair, Plume Design, project44, BetterUp, Welltok
True Ventures
Opendoor, Zymergen, Fitbit, Automattic, Handshake, InterVenn, Personal Capital, Madison Reed, Namely, 3D Robotics
Funding History
| July 2007 | $2.0M |
|---|---|
| June 2010 | $1.5M |
| September 2010 | $10.0M |
| August 2011 | $20.0M |
| May 2013 | $27.3M |
| October 2014 | $52.5M |
| October 2014 | $0 |
| May 2016 | $45.3M |
| May 2016 | $39.7M |
| July 2017 | $74.8M |
Management
Chief Executive Officer
Jay Shah
Chief Strategy Officer and Vice Chairman
Mark Goines
Chief Financial Officer
Mike Armsby
Chief Marketing Officer
Eric Weiss
Chief Technology & Information Officer
Fritz Robbins
Chief Product Officer
Jim Del Favero
Chief Administrative Officer
Paul Bergholm
Chief Information Security Officer
Maxime Rousseau
Chief Investment Officer
Craig Birk
Press
Wall Streets Journal - Jan, 17 2020
Lawmakers Call for Investigation of Fintech Firm Yodlee’s Data SellingForbes - Aug, 7 2019
The Three Levels Of Financial Planning — Which Is Right For You?Fast Company - Mar, 5 2019
13 apps to help you save–and make–moneyForbes - Feb, 28 2019
"Alexa, Did Any Of My Clients Add Cash Last Week?"New York Times - Jan, 14 2019
China Worries Weigh on Wall Street, Earnings Expectations FallForbes - Dec, 18 2018
Why We Still Want Humans, And Not (Just) Robots, To Invest Our Money- May, 17 2018
Personal Capital Hires Allison Amadia as General CounselBarron's - Oct, 26 2017
Personal Capital Highlights Rivals' FeesFinancial Planning - Oct, 11 2017
Personal Capital CEO opens up about IPOs, M&A and white knightsPR News Wire - Sep, 26 2017
Personal Capital Releases New Survey Revealing How Afuent Americans Handle Family FinancesBusiness Insider - Aug, 1 2017
Personal Capital's Rapid Growth Attracts More CapitalEquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
Some data provided by Crunchbase
EquityZen Recognized As:
