Xcout IntelPersonal Capital Corp
Personal Capital Corporation operated a U.S. digital wealth-management and financial-planning platform serving individual investors. Its services included investment management, financial planning, and tools for aggregating and analyzing personal financial accounts; the business was acquired by Empower Retirement in 2020 and became associated with Empower Personal Wealth.
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Personal Capital Corp at a glance
Personal Capital Corp is a fintech company headquartered in United States. Its most recent funding round raised $50M in January 2019.
Personal Capital Corp funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| — | $50M | 1 named | |
| SEC Form D filing | $16.6M | — | |
| SEC Form D filing | $37.1M | — | |
| SEC Form D filing | $50M | — | |
| — | $75M | 1 named | |
| — | $25M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
Personal Capital Corp competitors
A few of Personal Capital Corp's closest competitors — see the full list of competitors and alternatives →
FutureAdvisor is a U.S.-based digital investment advisory company that provides automated portfolio management and financial-planning tools, primarily for individual investors. BlackRock acquired the company in 2015.
eMoney Advisor provides scalable financial planning software, client portals, and data aggregation tools for financial advisors and institutions.
OpenInvest was a U.S. fintech company that provided technology for customizable, values-based investment portfolios, including direct indexing and ESG-focused strategies. It primarily served financial advisors and asset managers, and was acquired by J.P. Morgan in 2021.
Pontera provides financial technology infrastructure that allows wealth management advisors to connect, manage, and report on workplace retirement accounts like 401(k)s and 403(b)s. The platform enables financial professionals to offer holistic portfolio management, optimize asset allocation, and streamline compliance for held-away assets.
Vestwell provides a digital savings and investment platform that enables businesses, financial advisors, and partners to offer workplace benefit programs. The platform supports various retirement plans, education savings accounts, emergency funds, and other financial benefits for employers, employees, and individual savers.
Wealthfront Corporation operates as a privately held asset management firm. While primarily serving individual investors, its client base also extends to high-net-worth individuals, charitable organizations, and corporate entities. The company builds portfolios by allocating capital to public equity and fixed income funds, alongside various mutual funds and exchange-traded funds (ETFs). All investment decisions are informed by its proprietary, in-house research. Headquartered in Redwood City, California, with an additional presence in Palo Alto, California, the firm was formerly known as Wealthfront Inc.
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More on Personal Capital Corp in Xcout Intel
- 6 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access