Funded Tech Companies

Personal Capital

Personal Capital, based in Redwood City, received equity investments from IGM Financial, private investors and BBVA Ventures.

Company Overview

Contact Information

Company Background Information

Overview

Personal Capital is America's next-generation financial advisor, giving individuals with complex financial lives a better way to manage their financial lives.

Profile

Social Media

Company News

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Last Transaction

2/6/2019

Financing History

Management Team

Title

Name

Email & Social

Chairman

Mark Goines

        

Chief Executive Officer

Jay Shah

        

Chief Financial Officer

Michael Armsby

        

Chief Information Officer

Maxime Rousseau

        

Chief Marketing Officer

Eric Weiss

        

Chief Technical Officer

Fritz Robbins

        

Controller

Margarita Magana

        

Executive Vice President

Kyle Ryan

        

Founder

William Harris

        

Vice President

Daniel Stampf

        

VP - Administration

Paul Bergholm

        

VP - Client Services

Michelle Brownstein

        

VP - Engineering

Ehsan Lavassani

        

VP - General Counsel

Allison Amadia

        

VP - Human Resources

Viola Gheorghiu

        

VP - Product Management

James Del Favero

        

VP - Sales

Jeffrey Davis

        

Company Investors

• IGM Financial (Jeffrey Carney)
• BBVA Ventures
• USAA
• Corsair Capital (Jeremy Schein)
• Venrock (Brian Ascher)
• Crosslink Capital (James Feuille)
• BlackRock
• IVP (Steven Harrick)

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