Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
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.
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 |
Investor Name | Lead Investor | Funding Round |
---|---|---|
DCU FinTech Innovation Center | Yes | Non-Equity Assistant |
Propel VC | — | Series D |