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Personal Capital
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Personal Capital

https://www.personalcapital.com/
Last activity: 25.05.2025
Active
Categories: FinTechInvestmentITLifeManagementOnlinePersonalServiceSoftwareTools
How many different financial accounts do you have? From savings to checking, 401k to brokerage, credit card to mortgage, it can be difficult to keep track of everything and know what you have. That's where Personal Capital comes in. Our free software helps you organize your finances so you can make better money decisions. It takes no time to sign up and our free tools are easy to use.

As a Registered Investment Advisor (RIA), Personal Capital's financial advisory team is here to help you build a personal strategy tailored to your financial goals, whether it's saving to buy a home, send the kids to college, or retire comfortably.
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32.72K
Website visits
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Mentions
132
Employees: 501-1000
Phone: +1 855-855-8005
Total raised: $315M
Founded date: 2011

Investors 5

Funding Rounds 7

DateSeriesAmountInvestors
07.02.2019Series F$50M-
01.08.2017Series E$40M-
15.12.2016-$50M-
19.05.2016Series E$75M-
29.10.2014Series D$50M-
05.06.2013Series C$25MCrosslink ...
26.08.2011Series A$25M-

Mentions in press and media 132

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25.11.2024Health & Wellness Finance: Tools for Managing Healthcare Expenses: Tools for Managing Healthcare ExpensesShare Tweet Share Share Email Healthcare expenses can be a significant burden on individuals and families, especially with the rising costs of medical care, prescriptions, and insurance premiums. Whether you’re managing everyday healthcare ...
18.11.2024WealthTech: Transforming Wealth Management with Advanced TechnologyShare Tweet Share Share Email Traditional wealth management methods, often reliant on face-to-face interactions and paper-heavy processes, are giving way to streamlined, technology-driven solutions. This change is spearheaded by WealthTech,...
23.08.202410 Tech-Driven Approaches to Maximize Returns in the U.S. Stock MarketShare Tweet Share Share Email Making profit in the U.S. stock market demands a strategic approach that leverages the latest technology. By embracing these ten tech-driven approaches, you can enhance your investment strategy, make more infor...
25.07.2024FinTech: The New Compass for Financial Literacy in a Digital World** **** In a world where money moves faster than ever, understanding it is crucial. FinTech, or Financial Technology, is the lighthouse guiding individuals through the stormy seas of finance. It’s not just about apps and algorithms; it’s about e...
25.07.2024FinTech and the Food Industry: A New Era of Empowerment and Education** **** In the bustling landscape of modern finance and food, two forces are reshaping the way we think about money and business. FinTech is revolutionizing financial literacy, while innovative tools like Silo are empowering small and medium-siz...
21.07.2024The Role of FinTech in Driving Financial Literacy and Education for the Digital AgeShare Tweet Share Share Email FinTech (Financial Technology) is emerging as a pivotal force, transforming how individuals interact with money. As digital platforms and tools become more accessible, FinTech plays a crucial role in enhancing ...
20.07.2024How Robo-Advisors are Democratizing Investment Management for Retail InvestorsShare Tweet Share Share Email The financial landscape has witnessed a transformative shift with the advent of robo-advisors. These digital platforms are making investment management more accessible to retail investors by leveraging technolo...
09.05.2024Wealthtech Plenty Raises $5 Million Seed RoundPlenty was co-founded by Emily Luk (formerly of Stripe) and Channing Allen (formerly of Homebase) out of personal need. Luk and Allen met while working together at the on-demand payment platform Even, which was acquired by Walmart-owned One...
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