Acquired

Personal Capital Stock

Digital wealth management

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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

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