Personal Capital Corp.

Personal Capital Corp.

Personal Capital Corp.

Overview
Date Founded

2009

Headquarters

1 Circle Star Way,Suite 189,San Carlos, CA 94070

Type of Company

Private

Employees (Worldwide)

5,001 - 10K

Industries

Investment Services & Portfolio Management
Wireless Telecommunications
Holding Companies

Company Description

Personal Capital Corp. provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm's financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA.

Contact Data
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Executives & Employees

Founder

Chief Executive Officer & Director

Chief Financial Officer

Chief Investment Officer

Chief Marketing Officer

Chief Technology & Information Officer

Chief Security & Trust Officer

Chief Engineering Officer

Chief Product Officer

Chief Administrative Officer

Board of Directors

Founder at Personal Capital Corp.

Advisor at FairClaims, Inc.

Co-Founder at Executive Board Exchange LLC

General Partner, Owner at Crosslink Capital, Inc.

Chief Financial Officer & Principal Accounting Officer at Domo, Inc.

Partner at Venrock Associates

President & Chief Executive Officer at IGM Financial, Inc.

President & Chief Executive Officer at AssetMark, Inc.

General Partner at Institutional Venture Partners

Chief Executive Officer & Director at Personal Capital Corp.

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Recent Transactions
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Personal Capital Corp. raised money in a private placement transaction

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Personal Capital Corp. raised money in a private placement transaction

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Personal Capital Corp. raised money in a private placement transaction

Investors
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IGM Financial, Inc. operates as a financial services company, which engages in the management and distribution of mutual funds and other managed asset products. It operates through the following segments: Investors Group, Mackenzie Investments, and Corporate & Other. The Investors Group segment provides financial advisory services for investments, retirement, mortgage, estate planning, tax planning, and insurance. The Mackenzi Investments segment offers funds products, private wealth solutions, managed assets, group plans, tax and estate planning, payout service, and dollar cost averaging. The Corporate and Other segment includes net investment income that are not allocated to other segments, proportionate share of earnings of Great-West Lifeco Inc., operating results for Investment Planning Counsel Inc., and consolidation elimination entries. The company was founded on August 3, 1978 and is headquartered in Winnipeg, Canada.

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Crosslink Capital Ventures focuses on venture capital investments in the following sectors: (1) alternative energy and clean technology (2) communication services and infrastructure (3) computing and semiconductors (4) digital media and Internet services and (5) software and business services.

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Propel Venture Partners is an independent venture capital firm focused on opportunities at the intersection of technology and finance.

Suppliers
Envestnet, Inc. Engineering, Construction & Architecture | Chicago, IL

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the Envestnet and Envestnet/Yodlee business segments. The Envestnet segment provides wealth management software and services to empower financial advisors and institutions. The Envestnet/ Yodlee segment offers a data aggregation and data intelligence platform for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

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