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Personal Capital

1144 employees

Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.

Basic info

Industry

financial services

Sectors

Financial Services
Portfolio Management
Registered Investment Advisor
Finance
Banking
Wealth Advisory Services
Investment Management
401k
Wealth Management
FinTech
Financial Planning
Personal Finance
Personal Finance Software
Financial Advice

Date founded

2009

Funding rounds raised

Total raised

$50M

from 17 investors over 17 rounds

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Personal Capital raised $50M on February 5, 2019

Investors: Igm Financial Services Inc

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Personal Capital raised $25M on December 15, 2016

Investors: Igm Financial Services Inc

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Personal Capital raised undisclosed on June 1, 2016

Investors: DCU FinTech Innovation Center

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Personal Capital raised $50M on May 19, 2016

Investors: Igm Financial Services Inc

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Personal Capital raised $50M on October 29, 2014

Investors: Venrock, Crosslink Capital, propel venture partners, IVP and Jump Capital

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Personal Capital raised $25M on June 5, 2013

Investors: Correlation Ventures, IVP, Venrock and Crosslink Capital

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Personal Capital raised $15M on August 26, 2011

Investors: IVP, Crosslink Capital and Venrock

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Personal Capital raised $10M on June 25, 2010

Investors: IVP

FAQ