Personal Capital

Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.

Armsby, Michael William

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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