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Personal Capital
Personal finance software
- 1001+ employees
- Fintech
- B2C
- Retail
- Investing
- Redwood Shores, Redwood City, CA
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Company mission
Personal Capital's mission is to transform financial lives through technology and people. Their goal is to provide a better, more logical and personal way to invest and manage money.
19% employee growth in 12 months
Our take
When it comes to finances, it can be hard keeping track of everything. Personal Capital offers a platform for high net worth individuals to monitor savings and investments and keep a check on pension plans all in one place. The platform combines data across the financial landscape to get a true real-time picture of wealth via desktop or mobile app. There are other services out there such as Betterment and Wealthfront that can help you organise your personal finances, but Personal Capital goes further in that it also provides advice that clients can access at any time.
This blend of technology with human assistance is what makes Personal Capital stand out from the crowd. Additionally, it has a useful feature that can help detect hidden fees in investment and pension accounts. In 2020 Personal Capital was bought out by Canadian Insurers Empower for $825 million, the second largest administrator of retirement investments in the US.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Work from home opportunities
- Allowance for obtaining CFP
- Company discount program
- Series 65 licensing
- 401(K)
- Excellent Health, Vision, & Dental
- Competitive Compensation
- Paid Time Off & Holidays
- Allowance for Obtaining CFP®
- Career Development & Education
- Long & Short-term Disability Opt-in
- PC Advisor Fee Discount Program
- 401k Program
- Team Events
- Employee Referral Program
Company values
- Objective
- Holistic
- Transparent
- Dedicated
- Strategic
- Personal
Funding (last 2 of 8 rounds)
Feb 2019
$50m
SERIES F
Aug 2017
$40m
SERIES E
Total funding: $240.3m
This company has top investors
Leadership
Jay Shah
(President)With more than 20 years of executive experience scaling businesses with technology and data, he has grown Personal Capital from a Silicon Valley startup to a tech-enabled advisory business managing over $17 billion in assets.