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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
Casper, Earnest, Personal Capital, Optimizely, Lytro, Crossbar, Synthorx, MATRIXX Software, Lever, Good Eggs
Crosslink Capital
Casper, Personal Capital, DataStax, Hired, HomeLight, BetterUp, ServiceMax, Reltio, RichRelevance, Nav
Institutional Venture Partners
Snap, SoFi, AppDynamics, Compass, Slack, Twitter, Domo, Zenefits, Dataminr, Prosper Marketplace
Kleiner Perkins Caufield & Byers
Snap, AppDynamics, Spotify, Magic Leap, DoorDash, Instacart, Stripe, Epic Games, Bloom Energy, Slack
Silicon Valley Bank
FireEye, Proteus Digital Health, Petal, Remitly, MapR Technologies, Rover, Personal Capital, Upgrade, 10X Genomics, Meltwater
True Ventures
Opendoor, Fitbit, Automattic, Personal Capital, Namely, 3D Robotics, Handshake, Blue Bottle Coffee, Madison Reed, Puppet
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
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.
Some data provided by Crunchbase
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