PCC

Personal Capital is a digital wealth management company that offers financial analysis, portfolio allocation and tax optimization advisory solutions.

Business Model:

Revenue: $23M

Employees: 201-500

Detailed PCC Information

PCC was acquired by Empower Retirement.
The acquisition happend on 2020-08-18.
Details of the transaction were not public

Geographic Data

PCC headquarters map

Address: 3 Lagoon Drive

City: Redwood City

State: CA

Zip: 94065

Country: US

Financial Info

Stage:

series f

Raised Last:

$50M

Raised Total:

$265M

Metrics

42,847Website Global Rank

2,586,589Website Monthly Traffic

Twitter Followers

Description

Personal Capital is a digital wealth management company that offers financial analysis, portfolio allocation and tax optimization advisory solutions.

Contact Phone:
+18558558005

Contact Email:

Announced Date Company Transaction Money Raised
9/2012 Stockr Seed 1.5M
9/2012 Stockr Seed Round 0

Startup Industries

Startup Locations

Portfolio Current Status

Portfolio Employee Count

Announced Date Transaction Number of Investors Money Raised Lead Investors
7/2009 Seed Round $300k
12/2016 Series E $0 IGM Financial
Silicon Valley Bank
IGM Financial
Silicon Valley Bank
1/2019 Series F $50M IGM Financial Inc
5/2018 Debt $15M Silicon Valley Bank
7/2017 Series E $40M IGM Financial
2/2019 Series F $0 IGM Financial
IGM Financial
6/2016 Non Equity Assistance 1 - DCU FinTech Innovation Center
DCU FinTech Innovation Center
DCU FinTech Innovation Center
DCU FinTech Innovation Center
10/2014 Series D $0 Jump Capital
IVP
BBVA Ventures
Crosslink Capital
Corsair Capital
Venrock
USAA
Propel VC
Jump Capital
IVP
BBVA Ventures
Crosslink Capital
Corsair Capital
Venrock
USAA
Propel VC
5/2016 Series E $0 IGM Financial
IGM Financial
8/2017 Series E $0 IGM Financial
IGM Financial
6/2010 Series A 1 $10M IVP
IVP
6/2013 Series C 6 $25M Crosslink Capital
Venrock
IVP
Corsair Capital
Correlation Ventures
BlackRock
Crosslink Capital
8/2011 Series B 3 $15M Venrock
IVP
Crosslink Capital
Venrock
12/2016 Debt 2 $25M IGM Financial
Silicon Valley Bank
IGM Financial
IGM Financial
12/2016 Series E $25M IGM Financial
IGM Financial
2/2019 Series F 1 $50M IGM Financial
IGM Financial
IGM Financial
IGM Financial
8/2017 Series E 1 $40M IGM Financial
IGM Financial
IGM Financial
IGM Financial
6/2016 Non Equity Assistance 1 - DCU FinTech Innovation Center
DCU FinTech Innovation Center
DCU FinTech Innovation Center
DCU FinTech Innovation Center
5/2016 Series E 1 $50M IGM Financial
IGM Financial
IGM Financial
IGM Financial
10/2014 Series D 8 $50M Jump Capital
IVP
BBVA Ventures
Crosslink Capital
Corsair Capital
Jump Capital
IVP
BBVA Ventures
Crosslink Capital
Corsair Capital
Announced Date Name Price

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