Tech Company Financing Transactions

Personal Capital Funding Round

On 10/30/2014, Personal Capital landed $50 million in Series D funding from Corsair Capital, BBVA Ventures and Crosslink Capital.

Transaction Overview

Company Name
Personal Capital
Announced On
10/30/2014
Transaction Type
Venture Equity
Amount
$50,000,000
Round
Series D
Investors

Corsair Capital (Lead Investor) (Jeremy Schein)

BBVA Ventures

Crosslink Capital (James Feuille)

USAA

Venrock (Brian Ascher)

Proceeds Purpose
This infusion will help accelerate our already-rapid growth -- we've seen revenue increases of 10% or more each month for the past seven quarters.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
3 Lagoon Dr. 200
Redwood City, CA CA
USA
Phone
(855) 855-8005
Website
www.personalcapital.com
Email Address
[email protected]
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
Personal Capital LinkedIn Company Profile
Social Media
Personal Capital Company Twitter Account
Company News
Personal Capital News
Facebook
Personal Capital on Facebook
YouTube
Personal Capital on YouTube

Management Team

Title
Name
Email & Social
Chairman
Mark Goines
  Mark Goines LinkedIn Profile  Mark Goines Twitter Account  Mark Goines News  Mark Goines on Facebook
Chief Executive Officer
Jay Shah
  Jay Shah LinkedIn Profile  Jay Shah Twitter Account  Jay Shah News  Jay Shah on Facebook
Chief Financial Officer
Michael Armsby
  Michael Armsby LinkedIn Profile  Michael Armsby Twitter Account  Michael Armsby News  Michael Armsby on Facebook
Chief Information Officer
Maxime Rousseau
  Maxime Rousseau LinkedIn Profile  Maxime Rousseau Twitter Account  Maxime Rousseau News  Maxime Rousseau on Facebook
Chief Marketing Officer
Eric Weiss
  Eric Weiss LinkedIn Profile  Eric Weiss Twitter Account  Eric Weiss News  Eric Weiss on Facebook
Chief Technical Officer
Fritz Robbins
  Fritz Robbins LinkedIn Profile  Fritz Robbins Twitter Account  Fritz Robbins News  Fritz Robbins on Facebook
Controller
Margarita Magana
  Margarita Magana LinkedIn Profile  Margarita Magana Twitter Account  Margarita Magana News  Margarita Magana on Facebook
Executive Vice President
Kyle Ryan
  Kyle Ryan LinkedIn Profile  Kyle Ryan Twitter Account  Kyle Ryan News  Kyle Ryan on Facebook
Founder
William Harris
  William Harris LinkedIn Profile  William Harris Twitter Account  William Harris News  William Harris on Facebook
Vice President
Daniel Stampf
  Daniel Stampf LinkedIn Profile  Daniel Stampf Twitter Account  Daniel Stampf News  Daniel Stampf on Facebook
VP - Administration
Paul Bergholm
  Paul Bergholm LinkedIn Profile  Paul Bergholm Twitter Account  Paul Bergholm News  Paul Bergholm on Facebook
VP - Client Services
Michelle Brownstein
  Michelle Brownstein LinkedIn Profile  Michelle Brownstein Twitter Account  Michelle Brownstein News  Michelle Brownstein on Facebook
VP - Engineering
Ehsan Lavassani
  Ehsan Lavassani LinkedIn Profile  Ehsan Lavassani Twitter Account  Ehsan Lavassani News  Ehsan Lavassani on Facebook
VP - General Counsel
Allison Amadia
  Allison Amadia LinkedIn Profile  Allison Amadia Twitter Account  Allison Amadia News  Allison Amadia on Facebook
VP - Human Resources
Viola Gheorghiu
  Viola Gheorghiu LinkedIn Profile  Viola Gheorghiu Twitter Account  Viola Gheorghiu News  Viola Gheorghiu on Facebook
VP - Product Management
James Del Favero
  James Del Favero LinkedIn Profile  James Del Favero Twitter Account  James Del Favero News  James Del Favero on Facebook
VP - Sales
Jeffrey Davis
  Jeffrey Davis LinkedIn Profile  Jeffrey Davis Twitter Account  Jeffrey Davis News  Jeffrey Davis on Facebook

 

 

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