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
*********
- Legal Name Personal Capital Advisors Corporation (Pcac)
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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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.
- Total Funding Total Funding
- Total Rounds 10
- Last Round Series F — $50.0M
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First Round
First Round
(01 Jun 2009)
- Investors Count 9
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2019 | Amount | Series F - Personal Capital | Valuation | IGM Financial |
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| Aug, 2017 | Amount | Series E - Personal Capital | Valuation | IGM Financial |
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| Dec, 2016 | Amount | Series E - Personal Capital | Valuation | IGM Financial |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Venture capital is invested in various sectors by Crosslink Capital.
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Founded Year | Domain | Location | |
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Venture capital firm focused on tech sectors
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Founded Year | Domain | Location | |
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Private equity investments are directed toward North America and Europe.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Personal Capital
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Personal Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Personal Capital Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provides financial technology solutions for data analysis and verification globally.
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| domain | founded_year | HQ Location |
Investment consolidation technology is provided for financial professionals.
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| domain | founded_year | HQ Location |
Pension management solutions are provided for deferred annuities and plans.
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| domain | founded_year | HQ Location |
Cryptocurrency portfolios are tracked via the Delta mobile app.
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| domain | founded_year | HQ Location |
Expenses and credit card transactions are monitored for individuals online.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Personal Capital
Frequently Asked Questions about Personal Capital
When was Personal Capital founded?
Personal Capital was founded in 2009.
Where is Personal Capital located?
Personal Capital is headquartered in Redwood City, United States. It is registered at Redwood City, California, United States.
Is Personal Capital a funded company?
Personal Capital is a funded company, having raised a total of $271.17M across 10 funding rounds to date. The company's 1st funding round was a Series E of $25M, raised on Jun 01, 2009.
What does Personal Capital do?
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.
Who are the top competitors of Personal Capital?
What products or services does Personal Capital offer?
Personal Capital offers Wealth Management, Personal Strategy, High-Yield Cash Account, and Retirement Planner.
Who are Personal Capital's investors?
Personal Capital has 10 investors. Key investors include SVB, BlackRock, IGM Financial, Crosslink Capital, and Venrock.
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