About Personal Capital
Personal Capital is a company based in Redwood City (United States) founded in 2009 was acquired by Empower Retirement in June 2020. It operates as a Professional Services, Commission-Based, and FinTech. Personal Capital has raised $271.17 million across 10 funding rounds from investors including SVB, BlackRock and IGM Financial. Personal Capital offers products and services including Wealth Management, Personal Strategy, High-Yield Cash Account, and Retirement Planner. Personal Capital operates in a competitive market with competitors including Perfios, Gorila, Micruity, Delta and Carefull, among others.
- Headquarter Redwood City, United States
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Personal Capital Advisors Corporation (Pcac)
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$271.17 M (USD)
in 10 rounds
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Latest Funding Round
$50 M (USD), Series F
Feb 06, 2019
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Investors
SVB
& 9 more
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Employee Count
Not available
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Acquired by
Empower Retirement
(Jun 29, 2020)
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Products & Services of Personal Capital
Personal Capital offers a comprehensive portfolio of products and services, including Wealth Management, Personal Strategy, High-Yield Cash Account, and Retirement Planner.
Personalized investment strategies are offered for financial goals.
Custom portfolios are provided with tax optimization services.
High-interest accounts are offered with no account fees.
Retirement scenarios are simulated for better planning decisions.
People of Personal Capital
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Leadership Team
102 people
Software Development Team
97 people
Senior Team
64 people
Sales and Marketing
41 people
Finance and Accounting
36 people
Product Management Team
31 people
Operations Team
22 people
Data Analysis and Operations Team
21 people
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Funding Insights of Personal Capital
Personal Capital has successfully raised a total of $271.17M across 10 strategic funding rounds. The most recent funding activity was a Series F round of $50 million completed in February 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Personal Capital
Personal Capital has secured backing from 10 investors, including institutional and venture fund investors. Prominent investors backing the company include SVB, BlackRock and IGM Financial.
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Venture capital is invested in various sectors by Crosslink Capital.
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Venture capital firm focused on tech sectors
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Private equity investments are directed toward North America and Europe.
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Investor details for Personal Capital
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Personal Capital
Investment portfolio details for Personal Capital
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
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Financial Statements - Personal Capital
Detailed financials for Personal Capital
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
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Personal Capital Comparisons
Peer comparison for Personal Capital
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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Competitors of Personal Capital
Personal Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Perfios, Gorila, Micruity, Delta and Carefull, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provides financial technology solutions for data analysis and verification globally.
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Investment consolidation technology is provided for financial professionals.
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Pension management solutions are provided for deferred annuities and plans.
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Cryptocurrency portfolios are tracked via the Delta mobile app.
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Expenses and credit card transactions are monitored for individuals online.
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Detailed competitors of Personal Capital
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Personal Capital
Complete news archive for Personal Capital
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Personal Capital
Personal Capital was founded in 2009.
Personal Capital is headquartered in Redwood City, United States. It is registered at Redwood City, California, United States.
Personal Capital is a funded company, having raised a total of $271.17M across 10 funding rounds to date.
Personal Capital is involved in offering wealth management services and financial planning tools. Personalized investment strategies are developed for clients, alongside premium services for high-net-worth individuals. Various financial tools, including retirement planners and budgeting apps, are provided to assist with money decisions. The company operates in the financial technology sector, focusing on investment advisory and cash management solutions. Advisory services are rendered through a registered investment adviser with the SEC.
Personal Capital offers Wealth Management, Personal Strategy, High-Yield Cash Account, and Retirement Planner.
Personal Capital has 10 investors. Key investors include SVB, BlackRock, IGM Financial, Crosslink Capital, and Venrock.