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Personal Capital is an online financial advisor and personal wealth management company. Personal Capital offers a digital wealth management service that combines a free financial dashboard to gather and analyze financial data, with a financial advisor to help manage investments.On June 29th, 2020, Personal Capital was acquired by Empower Retirement at a valuation between $825 and $1000M.
Total funding
~$312M
HQ 🇺🇸
Redwood City, United States
Year founded
2009
Status
Acquired
People
Jay Shah
Chief Executive Officer
Jay Shah
President
Michael Armsby
Chief Financial Officer
Fritz Robbins
Chief Technology Officer
Maxime Rousseau
Chief Information Officer
Jim Del Favero
Chief Product Officer
Eric G Weiss
Chief Marketing Officer
John L Castelly
Chief Compliance Officer
Paul Bergholm
Chief Administrative Officer
Craig Birk
Executive Vice President
Kyle Ryan
Executive Vice President
Louie Gasparini
Chief Technology Officer
Erik Jepson
Chief Marketing Officer
Amy Hong
Chief Compliance Officer
Investors
Empower Retirement
Crosslink Capital
Venrock
Benhamou Global Ventures
Corsair Capital Management
Institutional Venture Partners
IGM Financial
Silicon Valley Bank
Propel Venture Partners
Correlation Ventures
USAA Ventures
BlackRock
New York Life Ventures
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