Company Profile: Personal Capital

Company Profile: Personal Capital


Personal Capital provides online financial tools and financial advisory services that help individuals track, manage, and holistically view their finances on a single dashboard.

The report provides information and insights into Personal Capital, including -

  • An overview of the company and its product offering.
  • Detailed insight into its business operations, technology, revenue model, geographical presence, and target market.
  • Information on partnerships, funding, and awards.
  • Details of key employees.
  • As of January 2019 the company has approximately 19,000 investment clients across the US.
  • Personal Capital has raised investments worth $265.3m from investors such as IGM Financial, Institutional Venture Partners, and Venrock.
Reasons to buy
  • Gain insight into Personal Capital’s business operations.
  • Gain insight into the funding and awards it has received.
  • Learn how the company leverages technology in its digital solutions.

Company Overview
Technology Focus
Product Overview
Partnerships & Funding
Key Employees

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