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Personal Capital Stock

Digital wealth management

Founded

2009

Notable Investors

Institutional Venture Partners

Headquarters

San Carlos CA, US

Total Funding

$273M

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

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

Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from Personal Capital or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

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