Insights

Holistic Wealth Management Personal Capital offers personalized wealth management advice emphasizing holistic planning, risk management, and after-tax returns, providing opportunities to cater to clients seeking comprehensive financial solutions.

Tech-powered Financial Tools Utilizing a tech stack that includes Kubernetes, Hadoop, and more, Personal Capital provides powerful online tools and a dashboard for deep financial insights, presenting opportunities for tech-savvy clients looking for a modern financial management experience.

Strategic Partnerships for Surveys Through collaborations like with The Morning Consult LLC, Personal Capital conducts surveys on relevant financial concerns such as rising real estate costs and recession fears, offering insights for companies looking to leverage such data for strategic marketing and product development.

Charitable Alliances for Social Impact By partnering with organizations like Toys for Tots, Personal Capital demonstrates a commitment to social responsibility, providing sales opportunities for businesses focusing on corporate social responsibility or looking to engage with socially conscious clients.

Recent Acquisition by Great-West Lifeco Inc. Being acquired for $1B by Great West Lifeco Inc., Personal Capital's financial stability and growth potential make it an attractive target for companies interested in collaborations or acquisitions within the financial services sector.

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: B. W.Chief Executive Officer: A. R.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 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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