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General Information

Websitepersonalcapital.com
Twitter@PersonalCapital
CategoryConsulting
Employees28
Founded7/09
DescriptionNext-generation financial advisor

Offices

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

People

CEO & Founder

Funding

TOTAL $27M
VENTURE FUNDING TOTAL $27M
Seed, 7/09
Bill Harris
$2M
Series A, 5/10
Institutional Venture Partners
$10M
Series B, 8/11
Venrock
Institutional Venture Partners
$15M

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.

Milestones

Videos

Screenshots

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

Sources

  1. TechCrunch [edit]
  2. TechCrunch [edit]
  3. Ex-PayPal, Intuit CEO Raises $25M For “Next-Generation” Financial Advisor (techcrunch.com) [edit]
  4. Personal Capital Unveils Its "Personal Financial Advisor" Service (marketwire.com) [edit]
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Last Edited 11/20/11

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