Personal Capital

company

About

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

  • 501 - 1000

Details

Last Funding Type
Series D
Last Funding Money Raised
$50M
Industries
Finance,Financial Services,FinTech,Wealth Management
Founded date
Jan 1, 2009
Number Of Employee
501 - 1000
Operating Status
Active

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.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
2
$50M
Personal Capital has raised a total of $50M in funding over 2 rounds. Their latest funding was raised on Jun 1, 2016 from a Non-Equity Assistant round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Jun 1, 2016 Non-Equity Assistant 1 DCU FinTech Innovation Center Detail
Oct 29, 2014 Series D $50M 1 Detail

Investors

Number of Lead Investors
Number of Investors
1
2
Personal Capital is funded by 2 investors. DCU FinTech Innovation Center and Propel VC are the most recent investors.
Investor Name Lead Investor Funding Round
DCU FinTech Innovation Center Yes Non-Equity Assistant
Propel VC Series D