Personal Capital

Personal Capital Corporation is a digital wealth management firm that offers financial advisory services and innovative software designed to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides a range of services, including wealth management, personalized financial planning, and investment analysis tools. Its software enables users to monitor income, spending, and investment performance in a comprehensive manner. Personal Capital serves a diverse clientele, including high-net-worth individuals, charitable organizations, and corporations, through a combination of proprietary technology and expert guidance from registered investment advisors. With a focus on delivering a complete financial picture, Personal Capital aims to assist clients in transforming their financial lives by providing tailored strategies based on their unique financial situations and goals.

Michael William Armsby

CFO

1 past transactions

Stockr

Seed Round in 2012
Stockr is a social media platform for the financial world that connects investors directly to the people and companies they want to follow. July 2012 Private Beta release features included: - Pulse: a real-time feed of system wide chatter aggregated by ticker symbol - News: real-time news feeds from almost 200 original news sources, that users can customize to stream only the news that is most valuable to them - Investor Profile Pages: basic user information and what stocks the users follow - Company Pages: a broad spectrum of historical data and interactive charts, along with real-time company news and system chatter - Watch Lists: users can create portfolios and choose to share them with other users
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