Table of Contents

Company Overview

Technology Focus

Product Overview

Partnerships & Funding

Key Employees

Appendix

Company Profile: Personal Capital

Summary

Personal Capital provides online financial tools and financial advisory services that help individuals track, manage, and holistically view their finances on a single dashboard.

The report provides information and insights into Personal Capital, including -
- An overview of the company and its product offering.
- Detailed insight into its business operations, technology, revenue model, geographical presence, and target market.
- Information on partnerships, funding, and awards.
- Details of key employees.

Scope

- As of January 2019 the company has approximately 19,000 investment clients across the US.
- Personal Capital has raised investments worth $265.3m from investors such as IGM Financial, Institutional Venture Partners, and Venrock.

Reasons to buy

- Gain insight into Personal Capital’s business operations.
- Gain insight into the funding and awards it has received.
- Learn how the company leverages technology in its digital solutions.