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fundable.
DATA PLATFORM
  • Dashboard
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  • People
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  • Angels & Partners
COLLECTIONS
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WORKFLOWS
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logo
Personal Capital logo

Personal Capital

Recent Finacing

Series F

Recent Raise

$50M

Personal Capital is a digital wealth management platform offering free account-aggregation dashboards paired with paid advisory and investment-management services, including personalized portfolios, tax-loss harvesting, systematic rebalancing, and private‑client planning.

Founded 2009
California, United States
501-1K
Private
personalcapital.com

Highlights

Focus Areas

Finance
Financial Services
FinTech
Personal Finance
Wealth Management

Recent Investors

IGM Financial logo
IVP logo
Venrock logo
Crosslink Capital logo
BBVA Ventures logo
Corsair Capital logo
USAA logo
BlackRock logo

Financials

$600M

Valuation as of 02/06/2019

$265M

Total Raised

7

Funding rounds

8

Investors


Team

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See the team members at Personal Capital.