Tech Company Financing Transactions
Personal Capital Funding Round
On 2/6/2019, Personal Capital raised $50 million in Series F funding from IGM Financial and private investors.
Transaction Overview
Company Name
Announced On
2/6/2019
Transaction Type
Venture Equity
Amount
$50,000,000
Round
Series F
Investors
IGM Financial (Lead Investor) (Jeffrey Carney)
Proceeds Purpose
With the additional capital, the company plans to further drive growth, enhance its leading technology platform, and invest in value added partnerships.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
3 Lagoon Dr. 200
Redwood City, CA CA
USA
Redwood City, CA CA
USA
Phone
Website
Email Address
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
Facebook
YouTube
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
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