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.
Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Top Investment Stages
Stage Mix
Concentration shown as share of disclosed investments by stage.
Classification
- Also Known As
- Personal Capital Corporation
- Geographic Exposure
- NAICS
- 520000Finance and Insurance
- SIC
- 6000Depository Institutions
- Industry
- —Brokerage Firms
- —Financial Services Companies
- —Financial Technology Companies
- —Investment Companies
Show 14 more industry codes
- NAICS
- 523100Securities and Commodity Contracts Intermediation and Brokerage
- 523150Investment Banking and Securities Intermediation
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6210Security Brokers, Dealers, And Flotation Companies
- 6211Security Brokers, Dealers, And Flotation Companies
- 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
- 6700Holding And Other Investment Offices
- 6280Services Allied With The Exchange Of Securities Or Commodities
- 6720Investment Offices
- 6282Investment Advice
- 6722Management Investment Offices, Open-end





























