|Founders||Bill Harris, Rob Foregger, Louie Gasparini|
|Headquarters||San Carlos, CA|
Personal Capital was founded by Bill Harris, Rob Foregger and Louie Gasparini, and Paul Bergholm in 2009. Personal Capital was formerly known as SafeCorp Financial Corp. The name was changed in 2010 and publicly launched on September 9, 2011. Since 2012, Personal Capital has been registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor.
In both 2014 and 2015, Personal Capital was named to CNBC Disruptor 50 list. In June 2015, Personal Capital had over $1.5 billion in assets under management. In September 2015, there were 800,000 people using Personal Capital’s free investing tools to monitor $150 billion in assets.
In June 2016, National Basketball Players Association (NBPA) teamed up with Personal Capital through a financial education program.
In December 2016, Personal Capital raised $25 million in Series E funding from IGM Financial, closing the round at $75 million.
Since inception, Personal Capital has provided both free and paid wealth management products.
Free registration has included a digital overview of user finances along with access to Personal Capital’s financial analytic and planning tools. Users link their banks, brokerages, 401(k)s, mortgages, credit cards, and loans. Analytics and planning advice is then automated through a 401(k) fee analyzer, retirement planner, mutual fund analyzer, an investment checkup, and cash flow tool. A free Personal Capital app for iOS and Android devices has also been available to all users with the same monitoring, analytic, and planning functionalities as the web version.
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- Hope, Bradley. "Provider of Personal Finance Tools Tracks Bank Cards, Sells Data to Investors". Wall Street Journal. Wall Street Journal.