Personal Capital

Personal Capital is an online investment advisory platform that provides its clients with electronically facilitated wealth management services, objective advice, and strategies.

Personal Capital's charges are based on a percentage of assets managed by the platform, including wealth management, trade costs, and custody. It summarizes its users bank accounts, credit cards, mortgages, and other financial details together in one place. The platform also highlights its users long-term fiscal health over month-to-month spending with tools such as a visual graph of their investment allocation and a 401(k)-fee analyzer.

Personal Capital was founded by Bill Harris, Rob Foregger, Louie Gasparini and Paul Bergholm in 2009. The company is headquartered in San Carlos, California with offices in San Francisco, CA and Denver, CO.

 

Personal Capital was formerly known as SafeCorp Financial Corp. The name was changed in 2010 and publicly launched on September 9, 2011. Since 2012, Personal Capital has been registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor.

 

Personal Capital is backed by leading investors including IGM Financial, IVP (Institutional Venture Partners), Silicon Valley Bank, Crosslink Capital and others. 

 

Personal Capital was named to CNBC Disruptor 50 list in both 2014 and 2015. In June 2015, Personal Capital had over $1.5 billion in assets under management. In September 2015, there were 800,000 people using Personal Capital’s free investing tools to monitor $150 billion in assets.

 

 

  • Year founded: 2009
  • Funding Info: $265.3M in 9 funding round (Last funding type: Series F)- Personal Capital has also made a $1.5M investment in Stockr on Sep 12, 2012!
  • Yearly Revenue: $100M-$200M (2018)
  • Employee Size: 201-500
  • Business Valuation: Unknown
  • City/Town: San Carlos
  • State: California
  • Country: United States
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