About Personal Capital
Personal Capital is a Technology company based in Redwood City (United States) founded in 2009, and was acquired by Empower Retirement in June 2020. Wealth data for individuals is aggregated and monitored. It operates on a Professional Services, Commission-Based, and FinTech model. Personal Capital has raised $271.17 million across 10 funding rounds from investors including SVB, BlackRock and IGM Financial. Its website personalcapital.com draws about 722 thousand monthly visits. Personal Capital offers products and services including Wealth Management, Personal Strategy, High-Yield Cash Account, and Retirement Planner. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is Personal Capital Advisors Corporation (PCAC). Its competitors include Carefull, Finary and ByAllAccounts; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Redwood City, United States
- Stage Acquired
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website personalcapital.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Empower Retirement (Jun 2020)
- Legal Name Personal Capital Advisors Corporation (Pcac)
- Total Equity Funding$271.17M (USD)
in 10 rounds
- Latest Funding Round$50M (USD), Series F
Feb 2019
- InvestorsSVB
& 9 more
- Acquired byEmpower Retirement
(Jun 2020)
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.
Apps and channels of Personal Capital
its YouTube channel Empower has 8.63K subscribers and 30 videos.
Videos from Personal Capital
The most watched videos on Personal Capital's YouTube channel, Empower (8.63K subscribers). Click a video to play it here.
More on Empower.
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 $271.17M
- Total Rounds 10
- Last Round Series F — $50M
- First Round $2M
(Jun 2009)
- Investors Count 9
All 10 funding rounds of Personal Capital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2019 | $50M | Series F | – | IGM Financial | – |
| Aug 2017 | $37.07M | Series E | – | IGM Financial | – |
| Dec 2016 | $25M | Series E | – | IGM Financial | – |
| Dec 2016 | $25M | Debt – Venture | – | – | |
| May 2016 | $50M | Series E | – | IGM Financial | – |
| Nov 2014 | $50.08M | Series D | – | Corsair Capital | |
| Jul 2013 | $27M | Series C | – | Crosslink Capital, BlackRock | |
| Mar 2013 | $20.03M | Series B | – | Venrock | |
| Jun 2010 | $10M | Series A | – | IVP | – |
| Jun 2009 | $2M | Seed | – | – | – |
10 investors in total: 10 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital is invested in various sectors by Crosslink Capital. | crosslinkcapital.com | San Francisco, United States | ||
Venture capital firm focused on tech sectors | venrock.com | Palo Alto, United States | ||
Private equity investments are directed toward North America and Europe. | corsair-capital.com | New York, United States | ||
Crypto Bank is operated as a cryptocurrency management and payment platform. | bbvaventures.com | San Francisco, United States | ||
Growth in technology companies is supported through venture capital. | ivp.com | Menlo Park, United States | ||
Early-stage investments are directed toward fintech, insurtech, and AI startups. | usaacorpdev.com | San Antonio, United States | ||
Wealth and investment management services are provided to clients. | 1926 | igmfinancial.com | Winnipeg, Canada | |
Banking services are provided to innovative companies, investors, and individuals. | 1983 | svb.com | Santa Clara, United States | |
Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | 1988 | blackrock.com | New York, United States | |
Financial planning and investment management services are provided by Empower. | empower-retirement.com | Greenwood Village, United States |
Investor details for Personal Capital
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Personal Capital
556 people are tracked at Personal Capital (227 in leadership, 329 in team).
| Name | Role | Group |
|---|---|---|
Randall Hoerth | Director Software Engineering | Leadership |
Richard G. Schultz | General Counsel, Chief Legal Officer | Leadership |
Justin Spain | Internal Sales Director | Leadership |
Douglas P. Ragusa | Senior Director Client Services At Empower Retirement | Leadership |
Udayan Banerjee | Regional Head Of Operations, Analytics & 6 Sigma | Leadership |
Joe Angotti | Vice President Project And Process Management | Leadership |
Cara Burris | Senior Marketing Associate, Art Director/designer | Leadership |
Hugo B. | Senior Vice President, Transformation And Plan Services | Leadership |
Ashok Upadhyaya | Director Of Software Engineering | Leadership |
Ryan Farrell | Business Development Sales Director | Leadership |
Sean Tighe | Director, Retirement Plan Compliance | Leadership |
D'Lovely Gibson | Senior Vice President, Office Of The CIO | Leadership |
Erin J. Santoso | Senior Director, Product Marketing | Leadership |
Kshitij Sharma | Director Software Engineering | Leadership |
Stephen J. Gawlik | VP, Corporate Affairs | Leadership |
Chris Pietraszewski | Senior Vice President, IT Infrastructure | Leadership |
John Bevacqua | Chief Risk Officer | Leadership |
Alex Falloon | Director, Advanced Planning | Leadership |
Kyle Shute | Vice President - Financial Planning & Analysis | Leadership |
Carol Kline | Senior Vice President & CIO | Leadership |
536 more people are available in the full profile.
Complete people profiles for Personal Capital
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Personal Capital
4 dated milestones of Personal Capital across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Personal Capital is founded.
- Funding First funding round of $2.0M.
- Funding Latest funding round, Series F, of $50.0M.
- Exit Acquired by Empower Retirement.
Competitors of Personal Capital
Personal Capital has 3 listed competitors in our database, 3 of them funded. They include Carefull, Finary and ByAllAccounts.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| getcarefull.com | 2019 | New York, United States | $19.7M | 18 | Expenses and credit card transactions are monitored for individuals online. | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| byallaccounts.com | 1999 | Woburn, United States | $10M | 61 | Financial data is aggregated for wealth managers and advisors. |
Detailed competitors of Personal Capital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Personal Capital
The website of Personal Capital (personalcapital.com) receives about 721.6K visits a month and ranks #74,707 among all websites worldwide, #4,710 in Investing.
- Monthly visits721.6K
▲ 2.4% vs previous month
- Unique visitors318.1K
per month
- Global rank#74,707
among all websites
- Category rank#4,710
Finance · Investing
- Bounce rate72%
- Pages per visit2.6
- Average visit2 min 25 sec
- DevicesDesktop 86% · Mobile 14%
Websites whose visitors overlap most with Personal Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthfront.com | 100% | 3.8M | #12,843 | View details | |
| betterment.com | 87% | 2.9M | #17,107 | View details | |
| sigfig.com | 85% | 138.5K | #309,236 | View details | |
| fidelity.com | 79% | 129.5M | #275 | View details | |
bogleheads.org | bogleheads.org | 79% | #22,578 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Personal Capital
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Personal Capital (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Personal Capital
Complete news archive for Personal Capital
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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. The company's 1st funding round was a Seed of $2M, raised on Jun 2009.
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's top competitors include Carefull, ByAllAccounts and Finary.
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.
Personal Capital operates through Personal Capital Advisors Corporation (Pcac).
Yes. Personal Capital was acquired by Empower Retirement in June 2020.
The website of Personal Capital receives about 722 thousand visits a month and ranks #74,707 among all websites worldwide.