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Personal Capital

Personal Capital Email Formats

Financial ServicesFlag of USRedwood City, California, United States1001-2000 Employees

Personal Capital Email Formats

Personal Capital uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@personalcapital.com), used 66.7% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@personalcapital.com
66.7%
{first initial}.{last name}
j.doe@personalcapital.com
33.3%

Key Contact at Personal Capital

Flag of US

Sherri Schultz-Ramos

Executive Assistant To Chief Executive Officer

Company overview

Headquarters3 Lagoon Dr, Suite 200, Redwood City, California 94065, US
Phone number+18558558005
Websites
NAICS52
SIC628
Keywords
Financial Services, Banking, 401K, Registered Investment Advisor, Financial Advice, Portfolio Management, Financial Planning, Investment Management, Personal Finance Software, Wealth Advisory Services
Employees1001-2000
Socials

About Personal Capital

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.

Employees by Management Level

Total employees: 1001-2000

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Personal Capital has 394 employees across 14 departments.

Departments

Number of employees

Funding Data

Explore Personal Capital's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2019-03-058$50,000,000

Funding Insights

$50,000,000

Total funding amount

$50,000,000

Most recent funding amount

1

Number of funding rounds

Personal Capital Tech Stack

Discover the technologies and tools that power Personal Capital's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Microsoft Advertising

Microsoft Advertising

Advertising

Envoy

Envoy

Reverse proxies

HTTP/2

HTTP/2

Miscellaneous

AngularJS

AngularJS

JavaScript frameworks

PWA

PWA

Miscellaneous

Cloudflare Turnstile

Cloudflare Turnstile

Security

Frequently asked questions

Personal Capital is located in Redwood City, California, US.
You can reach Personal Capital at +18558558005.
Personal Capital has approximately 1001-2000 employees. The company continues to grow its workforce to support its business operations and expansion.
Personal Capital has raised a total of $50,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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