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General Information

Websitepersonalcapital.com
Twitter@PersonalCapital
CategoryFinance/Venture
Employees28
Founded7/2009
DescriptionNext-generation financial advisor

Offices

Personal Capital HQ
726 Main Street
Redwood City, CA, 94063
USA

People

CEO & Founder
Co-Founder
Board Director

Investments

Stockr 9/2012

Funding

TOTAL $54.3M
FUNDING TOTAL $54.3M
Seed, 7/2009
Rob Foregger
$300k
Seed, 7/2009
Bill Harris
$2M
Series A, 6/2010
Institutional Venture Partners
$10M
Series B, 8/2011
Venrock
Institutional Venture Partners
Crosslink Capital
$15M
Venture Round, 4/2013
Venrock
Institutional Venture Partners
Crosslink Capital
$2.03M
Series C, 6/2013
Crosslink Capital
BlackRock
Institutional Venture Partners
Venrock
$25M

Competitors

Tags

Personal Capital

Personal Capital is a Redwood City, CA-based startup that offers a full suite of customer-centric retail investment management, banking and personal finance services. Bringing wealth management into the internet age, Personal Capital gives individuals with complex financial lives a better way to manage their money.

Recent Milestones

Videos

Above:

Personal Capital demoing at FinovateFall 2011

Added: 3/17/14
Above:

Personal Capital demoing at FinovateSpring 2012

Added: 3/17/14
Above:

Personal Capital demoing at FinovateFall 2012

Added: 3/17/14

Screenshots

Personal Capital screenshot
Above: Financial Dashboard
Uploaded: 10/3/11
Personal Capital screenshot
Above: Investment Portfolio
Uploaded: 10/3/11

Sources

  1. Stockr Closes $1.5M Seed Funding (finsmes.com) [edit]
  2. Citation Needed [add]
  3. TechCrunch [edit]
  4. SEC (sec.gov) [edit]
  5. Ex-PayPal, Intuit CEO Raises $25M For “Next-Generation” Financial Advisor (techcrunch.com) [edit]
  6. VC Funding: Q2 2013 source [edit]
  7. Personal Capital Closes $25 Million In Series C Funding For Online Wealth Management Platform (techcrunch.com) [edit]
  8. Personal Capital Unveils Its "Personal Financial Advisor" Service (marketwire.com) [edit]
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Last Edited 3/17/14

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