Personal Capital - aVenture Asset Manager Research
Location
Redwood City, CA, US
Founded
2009
Personal Capital is an online financial advisor and wealth management firm based in Redwood City, California. The company operates with a focus on providing comprehensive financial services, including wealth management, holistic 401k management, and socially responsible investing. They typically engage in seed-stage investments, as evidenced by their participation in funding rounds like that of Stockr.
Notable portfolio companies include Stockr, which has raised $1.5 million with Personal Capital's involvement. The firm's investment philosophy centers around leveraging technology to offer personalized financial advice and tools, such as retirement planners and fee analyzers. Personal Capital's team includes experienced advisors who provide tailored strategies to help clients achieve their financial goals.
Personal Capital - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.