LeadIQ logo
Learn more at LeadIQ.com

Insights

Technology Partner Collaborations Personal Capital has partnered with tech giants like Morning Consult LLC, leveraging innovative technology such as Kubernetes and Palo Alto Firewalls. This presents a potential sales opportunity for technology providers looking to collaborate on future projects or provide complementary services to enhance Personal Capital's platform.

High Net Worth Market Expansion With the launch of the Affluent Investor Report and managed vulnerability disclosure program, Personal Capital is targeting affluent investors and focusing on security. Sales development representatives could capitalize on this by offering tailored financial products and security solutions to cater to this high net worth market segment.

Strategic Partnerships for Charitable Initiatives The partnership with Toys for Tots demonstrates Personal Capital's commitment to social responsibility. Business development professionals could explore creating partnerships with charitable organizations to align with Personal Capital's values and drive sales through cause-related marketing efforts.

Holistic Financial Planning Solutions Personal Capital emphasizes holistic planning, risk management, and after-tax returns in their wealth management advice. This strategic focus creates sales opportunities for financial advisors and planners to offer integrated financial planning services that align with Personal Capital's client-centered approach.

Market Positioning through Free Tools Launching a free financial dashboard has strengthened Personal Capital's market position by providing an alternative to existing budgeting tools. Sales development representatives could explore partnerships to introduce their products or services to Personal Capital's user base through co-branding or integration opportunities.

Similar companies to Personal Capital

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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

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

How much revenue does Personal Capital generate?

Minus sign iconPlus sign icon
As of October 2024, Personal Capital's annual revenue reached $75M.

What is Personal Capital's SIC code NAICS code?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of October 2024, Personal Capital has approximately 1.5K employees across 6 continents, including North AmericaAsiaAfrica. Key team members include Chief Administrative Officer/VP Finance: P. B.Vice President – Financial Advisor: A. G.Vice President - Financial Advisor: A. Y.. Explore Personal Capital's employee directory with LeadIQ.

What industry does Personal Capital belong to?

Minus sign iconPlus sign icon
Personal Capital operates in the Financial Services industry.

What technology does Personal Capital use?

Minus sign iconPlus sign icon
Personal Capital's tech stack includes TaboolaAnsibleKubernetesRequireJSjQuery MigratePalo Alto FirewallsHadoopreCAPTCHA.

What is Personal Capital's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.