Personal Capital

Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.

Mike Armsby

CFO

Mark Goines

Vice Chairman

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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