Insights

Digital Wealth Management Innovator Personal Capital is a pioneer in digital wealth management, offering innovative tools and personalized financial advice. This positions the company well for attracting clients seeking modern, tech-driven solutions to manage their finances.

Strategic Partnerships & Collaborations The partnerships with reputable organizations like The Morning Consult LLC and Toys for Tots showcase Personal Capital's commitment to collaboration and community engagement. Leveraging these partnerships for joint initiatives could open doors to new client segments and increase brand visibility.

Expansion into Exclusive Markets Personal Capital's recent launch of a PlayStation exclusive product hints at a strategic move towards diversifying revenue streams and tapping into niche markets. Exploring similar exclusive partnerships or offerings could attract new audiences and drive sales growth.

Market Insights & Research Reports The release of reports like the Affluent Investor Report demonstrates Personal Capital's expertise in market analysis and understanding client needs. Leveraging such insights to create tailored solutions for specific investor segments could lead to increased sales conversions and client retention.

Acquisition by Great West Lifeco Inc. The acquisition by Great West Lifeco Inc. for $1B indicates recognition of Personal Capital's value and market potential. This acquisition could provide access to new resources and networks, presenting opportunities for expanding client base and driving sales growth.

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 LinkedInCrunchbase.

How much revenue does Personal Capital generate?

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As of June 2025, 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 2025, Personal Capital has approximately 1.6K employees across 6 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: A. R.Chief Executive Officer: B. H.Chief Investment Officer: C. 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 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 June 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.

  • $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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