Personal Capital
Redwood Shores · Founded 2009
About Personal Capital
Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.
Company Facts
- Founded: 2009
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 251 – 500
- Estimated revenue: $100K – $500K
- Total funding: $265.3M
- Funding stage: M&A
- Last round: Series F (Feb 2019)
- Website: personalcapital.com
- Phone: (855) 855-8005
Industries & Categories
Finance, Financial Services, FinTech, Personal Finance, Wealth Management
Social Profiles
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