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Personal Capital logo

Personal Capital

Investments
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Lead Investments
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Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.

Founded 2009
North America, United States
501-1K
personalcapital.com

Highlights

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Finance
Financial Services
FinTech
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Notable Investments

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Investment History

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