Personal Capital logo — company profile

Personal Capital

Founded 2009 United States Redwood City, United States 1654 employees Series F Total: $265.30M Finance, Financial Services +2

General Information

Company Name Personal Capital
Founded Year 2009
Location United States Redwood City, United States
Founders / Decision Makers
Team member
Employees 1654
Industries Finance, Financial Services, Fintech +1
Funding Stage Series F
Social

BounceWatch is an independent company data service, not affiliated with Personal Capital. To contact Personal Capital, visit personalcapital.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

About Personal Capital

Personal Capital, founded in 2009, offers a comprehensive approach to financial management, aiming to empower individuals to oversee and optimize their finances for a secure retirement. The company provides free online tools enabling users to consolidate and monitor all their accounts through a single dashboard. Additionally, as an investment client, they receive personalized wealth management advice from a dedicated fiduciary advisor who leverages these tools for tailored planning. Highlighting holistic planning, risk management, and after-tax returns, Personal Capital focuses on adapting these strategies to individuals' evolving life circumstances. The recent $50.00M Series F investment in February 2019 from IGM Financial underscores the industry's confidence in the platform's potential to transform how people approach financial management.

Taxonomy: personal finance, financial planning, investment management, retirement planning, financial dashboard, fiduciary advisor, online tools, holistic planning, tax optimization

Funding Rounds & Investors (10)

View All
Funding Stage Amount Investors Lead Investors Date
Series F $50.00M 1
IGM Financial
05 Feb 2019
Series E $40.00M 1
IGM Financial
01 Aug 2017
Series E $25.00M 2
Silicon Valley Bank, IGM Financial
15 Dec 2016
Non Equity Assistance Undisclosed 1
DCU FinTech Innovation Center
01 Jun 2016
Series E $50.00M 1
IGM Financial
19 May 2016
Series D $50.00M 8
Crosslink Capital, Jump Capital +6
29 Oct 2014
Series C $25.00M 6
Correlation Ventures, Crosslink Capital +4
05 Jun 2013
Series B $15.00M 3
Crosslink Capital, Venrock +1
26 Aug 2011
Series A $10.00M 1
IVP
25 Jun 2010
Seed Round $300.00K -
01 Jul 2009

Personal Capital Alternatives & Competitors

View All Alternatives
Personal Capital vs

Emerging, Independent, and Generational Wealth Management

5 employees
Financial Services, Wealth Management
Personal Capital vs

We are a fee-only financial advisor, committed to serving busy families and tech professionals throu...

2 employees
Financial Services, Wealth Management
Personal Capital vs

Achieve Financial Freedom with Orlando-based financial planning and investment management services.

28 employees
Financial Services, Wealth Management

FAQ About Personal Capital

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial pictu...
Personal Capital was founded in 2009.
Personal Capital is headquartered in Redwood City, United States.
Personal Capital operates in Finance, Financial Services, Fintech and Wealth Management. Its work centres on personal finance, financial planning, investment management and retirement planning.
Personal Capital has approximately 1654 employees.
Personal Capital has completed 10 funding rounds, raising a total of $265.30M. The latest funding stage is Series F.
Top alternatives and competitors to Personal Capital include Great Point Wealth Advisors, LLC, Babylon Wealth Management, AllGen Financial Advisors, Eagle Wealth Management, Montgomery Financial, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Personal Capital and Great Point Wealth Advisors, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Personal Capital, https://bouncewatch.com/company/personal-capital, updated 18 June 2025. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes