Personal Capital is a leading, technology-enabled provider of wealth management services to mass-affluent customers in the U.S.
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Location: California, United States
Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services
Founded in 2009, Personal Capital manages over $16 billion in AUM on behalf of over 26,000 investment clients in all 50 states
In 2014, Corsair led an equity capital raise by the company
In 2020, Personal Capital was acquired by Empower Retirement, the 2nd largest retirement services provider in the U.S. and a member of Power Financial Corporation group
Personal Capital is a leading, technology-enabled provider of wealth management services to mass-affluent customers in the U.S.
Investment Year
2014
Year Founded
2009
Fund
IV