Personalcapital logo
Personalcapital logo

Personalcapital

personalcapital.com
personalcapital.com • HQ: San Carlos, United States • Venture - Series Unknown 2019 • Startup
HQ: San Carlos, United States • Venture - Series Unknown 2019 • Startup
Actively hiring
Financial Services
Follow
Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$137.1M
3 rounds on record
Latest round
$50M
Venture round · Jan 2019 · 7 yr ago
Backers
3
Crosslinkcapital, IVP
The money's age
Long since its last round
92 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jan 24, 2019 Raised a round Venture round $50M · SEC Form D Jul 17, 2017 Raised a round Venture round $37.1M · SEC Form D May 17, 2016 Raised a round Venture round $50M · SEC Form D
Funding rounds
RoundDateAmountInvestorsSource
Venture round Jan 2019 $50M — SEC Form D
Venture round Jul 2017 $37.1M — SEC Form D
Venture round May 2016 $50M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity Personal Capital Corp SEC Form D
Founders and leadersfrom filings, registers and the company's site
William HarrisDirectorSEC Form D
Paul BergholmExecutive OfficerSEC Form D
Mike ArmsbyExecutive OfficerSEC Form D
Jay ShahExecutive Officer, DirectorSEC Form D
Allison AmadiaExecutive OfficerSEC Form D
Vijay ShahExecutive Officer, DirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
Crosslinkcapital fund IVP fund Propel Venture Partners fund

Overview

Personal investors Workplace retirement Employers and plan sponsors Financial professionals We are Empower We're an award-winning, customer-obsessed financial services company helping more than 20 million people1 find financial freedom throughout life's milestones with an experience unlike any other.

People

William Harris
Director
SEC Form D
Paul Bergholm
Executive Officer
SEC Form D
Mike Armsby
Executive Officer
SEC Form D
Jay Shah
Executive Officer, Director
SEC Form D
Allison Amadia
Executive Officer
SEC Form D
Vijay Shah
Executive Officer, Director
SEC Form D
Jim Feuille
Director
SEC Form D
Jeremy Schein
Director
SEC Form D
Charles Goldman
Director
SEC Form D
Stephen Harrick
Director
SEC Form D
Brian Ascher
Director
SEC Form D
Jeffrey Carney
Director
SEC Form D
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
San Carlos United States
HQ

Financials

Total raised
$137.1M
Latest round
Venture - Series Unknown
Funding rounds
3
Funding rounds
Round Announced Amount
Venture - Series Unknown 2019 $50M Details
Venture - Series Unknown 2017 $37.1M Details
Venture - Series Unknown 2016 $50M Details