Insights

Holistic Wealth Management Personal Capital's integrated platform providing comprehensive financial dashboards and personalized advisory services indicates an opportunity to offer advanced financial planning tools, data analytics solutions, or AI-driven investment management integrations to enhance client experience and retention.

Strong Industry Presence With a substantial revenue range of one to ten billion dollars and a large employee base, Personal Capital demonstrates significant market influence, making it a prime candidate for enterprise-level security solutions, cloud infrastructure enhancements, or strategic technology partnerships aimed at scaling their digital services.

Security & Security Innovation The launch of a managed vulnerability disclosure program shows a commitment to security and technology innovation, creating an entry point for security technology providers to offer advanced cybersecurity solutions or vulnerability management services tailored for financial platforms.

Recent Strategic Moves The acquisition by Great-West Lifeco and recent partnerships suggest expansion and integration efforts, presenting opportunities for outcome-based financial software, data integration tools, or regulatory compliance solutions that can support or accelerate their growth trajectory.

Technology Adoption Their tech stack includes modern tools like Docker, Cloudflare, and Java technologies, indicating a flexible and scalable infrastructure that can be further optimized with cloud security, container management, or performance monitoring solutions to ensure robust and high-performing digital services.

Personal Capital Tech Stack

Personal Capital uses 8 technology products and services including Criteo, Docker, Cloudflare CDN, and more. Explore Personal Capital's tech stack below.

  • Criteo
    Advertising
  • Docker
    Containerization
  • Cloudflare CDN
    Content Delivery Network
  • Spring Boot
    Frameworks And Libraries
  • Element UI
    Javascript Frameworks
  • Palo Alto Firewalls
    Network Hardware
  • Java
    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 . 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 LinkedInCrunchbase.

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 October 2025, Personal Capital has approximately 1.7K employees across 6 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: A. R.Chief Investment Officer: C. B.Chief Growth Officer, Chief Marketing Officer, Board Of Directors, Investment Committee: J. B.. 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 CriteoDockerCloudflare CDNSpring BootElement UIPalo Alto FirewallsJavareCAPTCHA.

What is Personal Capital's email format?

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Personal Capital's email format typically follows the pattern of First.Last@personalcapital.com. Find more Personal Capital email formats with LeadIQ.

How much funding has Personal Capital raised to date?

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As of October 2025, Personal Capital has raised $50M in funding. The last funding round occurred on Feb 05, 2019 for $50M.
Personal Capital

Personal Capital

Financial ServicesUnited States1001-5000 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
SIC Code
6799 - Investors, Not Elsewhere Classified
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

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 in the amount of $50M.

  • $1B$10B

    Personal Capital's revenue is estimated to be in the range of $1B$10B

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 in the amount of $50M.

  • $1B$10B

    Personal Capital's revenue is estimated to be in the range of $1B$10B

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