Total Funding
16
Total FundingSeries F raised
Growth Score
pts
Heat Score
0 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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101920
Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
Acquired by 
Empower Retirement
Rob Foregger: Co-Founder, Strategic AdvisorPast Role: Fidelity, SVP Banking & President Personal Trust Co.
Paul Bergholm: Chief Admin Officer/VP Finance & FounderPast Role: Keynote Systems, Team Member
About the Company
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.
