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Personal Capital Stock
Digital wealth management
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, Magic Leap, Stripe, 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
Forbes - Aug, 7 2019
Fast Company - Mar, 5 2019
Forbes - Feb, 28 2019
New York Times - Jan, 14 2019
Forbes - Dec, 18 2018
- May, 17 2018
Barron's - Oct, 26 2017
Financial Planning - Oct, 11 2017
PR News Wire - Sep, 26 2017
Business Insider - Aug, 1 2017
EquityZen 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
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