Personal Capital
3 Lagoon Drive Suite 200, Redwood City, CA, 94065, United States
Overview
Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 0
- Active investors
- 8
Sector focus
- Finance
- Financial Services
- FinTech
- Personal Finance
- Wealth Management
Investment portfolio
- Stockr
Participated · Seed · Sep 2012
Stockr is a modern social network that connects investors to each other, investor relations departments at public companies, and industry experts. Founded in 2012 and headquartered in Santa Monica, CA, Stockr describes itself as the world's most advanced social network for the investment community and was named one of PC Magazine’s Top Websites of 2013. The platform enables investors, analysts, and public companies to communicate directly about financial news, stocks, market trends, and investment ideas and to build communities of trustworthy sources. The company reported strong momentum in Q1 2014, adding publicly traded companies and users to the platform daily. Stockr is privately held; the article does not disclose revenue or other operating metrics. Leadership includes co-founders Vinny Jindal, Tim Symington, and Brendon Crawford. Stockr is a social network for investors that connects investors, analysts and public companies to communicate directly about financial news, stocks, market trends and investment ideas. The platform aggregates content from over 400 market-facing publishers to supplement user and company communications. Stockr was co-founded by CEO Vinny Jindal, CTO Brendon Crawford and Tim Symington and is based in Santa Monica, CA. The company closed a $1.5M seed funding round backed by Personal Capital, The Doyle Investment Group and Adam Townsend. Its website, stockr.com, was scheduled to go live on September 13th. The company also named a seven-member advisory board that includes senior media and finance executives such as Craig Coblenz, Eric Frank and Michael Pachter.