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About Personal Capital Stock
Founded
2009
Headquarters
San Carlos, CA, US
Total Funding
273M
Industries
Financial Services, Blockchain and Crypto
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.Â
Personal Capital OverviewÂ
Source: Personal Capital
Personal Capital Press Mentions
Stay in the know about the latest news on Personal Capital
Lawmakers Call for Investigation of Fintech Firm Yodlee’s Data Selling
Wall Streets Journal • Jan 17, 2020
The Three Levels Of Financial Planning — Which Is Right For You?
Forbes • Aug 07, 2019
13 apps to help you save–and make–money
Fast Company • Mar 05, 2019
"Alexa, Did Any Of My Clients Add Cash Last Week?"
Forbes • Feb 28, 2019
China Worries Weigh on Wall Street, Earnings Expectations Fall
New York Times • Jan 14, 2019
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
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- Personal Capital Research Report from SACRA Research
Trading Personal Capital Stock
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 380K 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 47K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."