Developed by a team of high-tech and finance veterans led by Bill Harris, former CEO of Intuit and PayPal, Personal Capital offers the nation's first digital wealth management service. It combines a free financial dashboard to gather and analyze all your financial data, with a financial advisor to help manage your investments.
Date | Amount | Type | Investors | Valuation |
---|---|---|---|---|
06/05/13 | $25,000,000 | Series C |
BlackRock Crosslink Capital Institutional Venture Partners Venrock | undisclosed |
10/29/14 | $50,000,000 | Series D |
Corsair Capital Crosslink Capital Institutional Venture Partners USAA Venrock | undisclosed |
05/19/16 | $75,000,000 | Series E |
IGM Financial | $500,000,000 |
02/05/19 | $50,000,000 | Series F |
IGM Financial | undisclosed |