Personal Capital

Personal Capital is a San Francisco-based company.

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Timeline

February 2019

Personal Capital raises a $50,000,000 series F round from IGM Financial.

December 2016

Personal Capital raises a $75,000,000 series E round from IGM Financial.

June 2013

Personal Capital raises a $25,000,000 series C round from Venrock, Institutional Venture Partners, BlackRock and Crosslink Capital.

August 2011

Personal Capital raises a $25,000,000 series B round from Institutional Venture Partners and Venrock.

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News

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Eric Rosenberg
November 8, 2019
Business Insider
Personal Capital offers free investment analysis tools that help you better understand your investments across multiple accounts.
Rebecca Ungarino
October 29, 2019
Business Insider
Personal Capital has enlisted a cadre of new leaders as it seeks to re-tool its look and define its identity as a wealth management firm.
Eric Rosenberg
September 19, 2019
Business Insider
Fees for high-cost mutual funds and ETFs can easily take thousands of dollars out of your portfolio between now and retirement.
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