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Personal Capital

Fintech · Redwood City, United States · Founded 2009 Unicorn

Personal Capital is the leading digital wealth management firm

Valuation
$1–2.5B
Latest valuation · 2026
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Revenue
$100–500M
Latest reported FY
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Headcount
1–2k
Current team size
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Investors

8 investors on Personal Capital's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series A 1 investor entered at this stage
Series B+ 7 investors entered at this stage
IGM Financial
Corsair Capital
USAA
Propel Venture Partners
Crosslink Capital
BBVA Ventures
Venrock

Global footprint

Where Personal Capital has talent and traffic

Workforce by country
36 countries with
team presence
🇺🇸 United States37.3%
🇮🇳 India10.5%
🇧🇩 Bangladesh9.3%
🇮🇷 Iran5%
🇵🇰 Pakistan3.1%
Top 5 of 36 shown
Web traffic by country
500K monthly visits
across markets
🇺🇸 United States97.3%
🇨🇦 Canada0.8%
🇻🇳 Vietnam0.5%
🇮🇳 India0.2%
🇯🇵 Japan0.2%
Top 5 markets shown

Market sentiment

What the market is saying about Personal Capital

An AI-synthesized read of the highest-engagement posts about Personal Capital on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.