Insights

Strategic Partnerships Personal Capital has a history of forming successful partnerships, like the one with The Morning Consult LLC. Leveraging this partnership-centric approach can open doors to collaboration opportunities and new client acquisition avenues.

Industry Expansion The recent launch of a managed vulnerability disclosure program showcases Personal Capital's commitment to innovation and security. Highlighting this aspect can position the company as a forward-thinking player in the financial services sector, attracting clients looking for cutting-edge solutions.

Market Research Insights The Affluent Investor Report launched by Personal Capital provides valuable insights into the investment behavior of affluent individuals. Leveraging the data and findings from this report can help tailor sales pitches to high-net-worth clients effectively.

Philanthropic Initiatives Partnering with impactful charitable organizations like Toys for Tots showcases Personal Capital's corporate social responsibility. Building sales strategies around philanthropic initiatives can resonate with clients looking to align with socially conscious companies.

Acquisition Growth The acquisition by Great West Lifeco Inc. for $1B demonstrates the value and potential growth trajectory of Personal Capital. Using the credibility from this acquisition can bolster sales pitches and conversations with prospects seeking stability and long-term partnership opportunities.

Personal Capital Tech Stack

Personal Capital uses 8 technology products and services including Taboola, Ansible, Kubernetes, and more. Explore Personal Capital's tech stack below.

  • Taboola
    Advertising
  • Ansible
    Configuration Management
  • Kubernetes
    Containerization
  • RequireJS
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Palo Alto Firewalls
    Network Hardware
  • Hadoop
    Programming Languages
  • reCAPTCHA
    Security

Media & News

Personal Capital's Email Address Formats

Personal Capital uses at least 1 format(s):
Personal Capital Email FormatsExamplePercentage
first.last@personalcapital.comJohn.Doe@personalcapital.com
74%
flast@personalcapital.comJDoe@personalcapital.com
23%
first@personalcapital.comJohn@personalcapital.com
2%
first.middle@personalcapital.comJohn.Michael@personalcapital.com
1%

Frequently Asked Questions

Where is Personal Capital's headquarters located?

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Personal Capital's main headquarters is located at 3 Lagoon Dr Suite 200 Redwood City, California 94065 US. The company has employees across 6 continents, including North AmericaAsiaAfrica.

What is Personal Capital's phone number?

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You can contact Personal Capital's main corporate office by phone at +1-650-556-1078. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Personal Capital's stock symbol?

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Personal Capital is a publicly traded company; the company's stock symbol is N/A.

What is Personal Capital's official website and social media links?

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Personal Capital's official website is personalcapital.com and has social profiles on LinkedIn.

How much revenue does Personal Capital generate?

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As of June 2024, Personal Capital's annual revenue reached $75M.

What is Personal Capital's SIC code NAICS code?

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Personal Capital's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Personal Capital have currently?

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As of June 2024, Personal Capital has approximately 1.4K employees across 6 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: A. R.Chief Executive Officer: A. S.Chief Executive Officer: A. C.. Explore Personal Capital's employee directory with LeadIQ.

What industry does Personal Capital belong to?

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Personal Capital operates in the Financial Services industry.

What technology does Personal Capital use?

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Personal Capital's tech stack includes TaboolaAnsibleKubernetesRequireJSjQuery MigratePalo Alto FirewallsHadoopreCAPTCHA.

What is Personal Capital's email format?

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Personal Capital's email format typically follows the pattern of . Find more Personal Capital email formats with LeadIQ.

How much funding has Personal Capital raised to date?

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As of June 2024, Personal Capital has raised $50M in funding. The last funding round occurred on Feb 05, 2019.
Personal Capital

Personal Capital

Financial ServicesCalifornia, United States201-500 Employees

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. 

Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns.

Transform how you track and manage your financial life with Personal Capital.

Section iconCompany Overview

Headquarters
3 Lagoon Dr Suite 200 Redwood City, California 94065 US
Phone number
+1-650-556-1078
SIC Code
6799 - Investors, Not Elsewhere Classified
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $50M

    Personal Capital has raised a total of $50M of funding over 10 rounds. Their latest funding round was raised on Feb 05, 2019.

  • $50M$100M

    Personal Capital's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M

    Personal Capital has raised a total of $50M of funding over 10 rounds. Their latest funding round was raised on Feb 05, 2019.

  • $50M$100M

    Personal Capital's revenue is in the range of $50M$100M

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