Tech Company Financing Transactions
Personal Capital Funding Round
On 8/3/2017, Personal Capital raised $37.1 million in financing from private investors.
Transaction Overview
Company Name
Announced On
8/3/2017
Transaction Type
Venture Equity
Amount
$37,065,993
Round
Undisclosed
Investors
Proceeds Purpose
Proceeds purposes were not disclosed. 21 investors participated in the offering. The amount may include options, warrants or other securities. Contact technology company for investment details, if applicable. Not an offer or solicitation for the sale of securities or debt. SEC regulatory filing.
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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