Personal Capital

Personal Capital

Personal Capital

Simple Apps. Honest Financial Advice.
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Founded
2009
Raised
$294.3M
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Overview

Funding 11

Investments 2

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05 Feb 2019
$50,000,000
Venture capital (Series F)
IGM Financial Inc

Digital wealth management firm Personal Capital gathers $50 mln Series F

PE HUB
+1
01 Aug 2017
$40,000,000
Venture capital (Series E)
IGM Financial

Digital wealth manager Personal Capital secures $40 mln

PE HUB
15 Dec 2016
$25,000,000
Debt financing
Silicon Valley Bank

Personal Capital Adds $1.5 Billion in AUM and Closes $100 Million in Financing in 2016

prnewswire
19 May 2016
$75,000,000
Venture capital (Series E)
IGM Financial Inc.

Wealth Management, Robo-Advisor Personal Capital Raises $75m in Series E Funding

FinSMEs
29 Oct 2014
$50,000,000
Venture capital (Series D)
Venrock, USAA, BBVA Ventures, +1
05 Jun 2013
$25,000,000
Venture capital (Series C)
BlackRock, Crosslink Capital, Institutional Venture Partners (IVP)
01 Apr 2013
$2,025,000
Undisclosed funding
Crosslink Capital, Institutional Venture Partners (IVP)
26 Aug 2011
$15,000,000
Venture capital (Series B)
Crosslink Capital, Institutional Venture Partners (IVP)
25 Jun 2010
$10,000,000
Venture capital (Series A)
Institutional Venture Partners (IVP)
01 Jul 2009
$300,000
Seed fund
Rob Foregger
01 Jul 2009
$2,000,000
Seed fund
Bill Harris