Personal Capital

Closed

See, understand, and manage your money so you can live confidently.

San Francisco, United States · Founded 2009 · $25.0M raised

Employees
501–1000
Founded
2009
Business Model
B2C
Total Funding
$25.0M
Last Round
$25.0M Series AAug 2011
Rounds
1

About

Personal Capital offered free dashboard tools for net worth tracking, investment checkups, retirement planning, and budgeting, alongside fee-based advisory services for personalized wealth management. Headquartered in San Francisco, it served millions before acquisition by Empower Retirement in 2020 for $1B.

Summary

Personal Capital is a Fintech company based in San Francisco, United States, founded in 2009. It has raised $25.0M in total across 1 round, most recently a $25.0M Series A round in Aug 2011. Investors include Venrock.

Tech & App Stack

1 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

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Funding History

AcquisitionAcquisition by Empower RetirementAug 2020

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Series A through Acquisition — per-round amounts, valuations, and who invested in each round.

Investors

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