Insights

Strategic Partnerships Personal Capital has a history of forming strategic partnerships, such as with The Morning Consult LLC. Leveraging this partnership model could lead to potential sales opportunities by exploring collaborations with industry leaders and influencers.

Innovative Product Launches The company frequently launches innovative products, like the free financial dashboard. Identifying and understanding their new product offerings can provide insights for sales professionals to tailor solutions that align with Personal Capital's innovative approach.

Market Acquisition Recent acquisition by Great West Lifeco Inc. for $1B signals market growth potential. Exploring opportunities within the expanded market and understanding the evolving customer base post-acquisition could unlock new sales avenues for business development.

Customer Engagement Initiatives Partnerships like the one with Toys for Tots demonstrate a commitment to customer engagement through charitable efforts. Aligning sales strategies with the company's customer-centric initiatives can enhance brand reputation and create meaningful sales connections.

Financially Robust With revenues between $50M-$100M and funding of $50M, Personal Capital showcases financial stability. Targeting sales efforts towards a financially robust company can lead to more secure and lucrative business opportunities.

Personal Capital Tech Stack

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

  • Google Ads
    Advertising
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • PagerDuty
    IT Infrastructure Monitoring
  • Exhibit.js
    Javascript Graphics
  • LinkedIn
    Online Community Software
  • Objective-C
    Programming Languages
  • Cloudflare Bot Management
    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 LinkedIn.

How much revenue does Personal Capital generate?

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As of October 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 October 2024, Personal Capital has approximately 1.5K employees across 6 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: A. R.Chief Executive Officer: B. H.Chief Executive Officer: B. H.. 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 Google AdsCloudflare CDNCloudflarePagerDutyExhibit.jsLinkedInObjective-CCloudflare Bot Management.

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

Personal Capital

Financial ServicesCalifornia, United 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.

  • $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 in the amount of $50M.

  • $50M$100M

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

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