United States · Series F startup

Who invested in Personal Capital

10 rounds we have observed, with the 14 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Fintech

Funding summaryUpdated 26 Oct 2026

$244Mraised across 10 rounds since 2009, from 10 sources

$2.0MSeed$300KSeed$10MSeries A$15MSeries B$2.0MVenture$25MSeries C$50MSeries D$50MDebt$40MSeries E$50MSeries F
Latest round
Series F, $50MFeb 2019
Step-upi
1.3×
Investors
14
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

200920112013201520172019
$2.0MSeed$300KSeed$10MSeries A$15MSeries B$2.0MVenture$25MSeries C$50MSeries D$50MDebt$40MSeries E$50MSeries F
First round
Seed, $2.0M
Jul 2009
Biggest round
$50M
Series F · Feb 2019
Usual gap between rounds
17 months
the median of 8

The rounds

  1. Feb 2019
    Series F$50M1 returning

    Reported by FinSMEsSEC filing: $50M sold, first sale Jan 2019

  2. Aug 2017
    Series E$40M1 returning

    Reported by FinSMEsSEC filing: $37M sold, first sale Jul 2017

  3. Dec 2016
    Debt$50M2 new

    Reported by FinSMEs

  4. Oct 2014
    Series D$50M3 new4 returning

    From a historical funding recordSEC filing: $50M sold, first sale Oct 2014

  5. Jun 2013
    Series C$25M3 new3 returning

    Reported by techcrunch.comSEC filing: $25M sold, first sale May 2013

  6. Apr 2013
    Venture$2.0M3 returning

    From a historical funding recordSEC filing: $20M sold, first sale Jul 2011

  7. Aug 2011
    Series B$15M3 new

    Reported by techcrunch.comSEC filing: $15M sold, first sale Jul 2011

  8. Jun 2010
    Series A$10M1 new

    From a historical funding record

  9. Jul 2009
    Seed$2.0M2 new

    From a historical funding record

  10. Jul 2009
    Seed$300K1 returning

    From a historical funding record

Founders and team

From the SEC filings it signed: 4 on the team.

  • Allison H AmadiaExecutive Officeri
  • Mike H ArmsbyExecutive Officeri
  • Paul H BergholmExecutive Officeri
  • Vijay H ShahExecutive Officer, Directori

On the board, as filediBrian H AscherBruce H FeltCharles H GoldmanJeffrey H CarneyJeremy H ScheinJim H FeuilleKira H WamplerMarina H LevinsonPaul H DesmaraisStephen H HarrickWilliam H Harris

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Everyone who backed them

VenrockVC firm4rounds
Crosslink CapitalVC firm4rounds
IVPVC firm3rounds
IGM FinancialPrivate equity3rounds
Corsair CapitalPrivate equity2rounds
Rob ForeggerVC firm2rounds
SVB CapitalVC firm1round
BlackRockAsset manager1round
Jump CapitalVC firm1round
USAACorporate VC1round
BBVA VenturesVC firm1round
Bill HarrisAngel1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

This firm lists Personal Capital as a portfolio company on their own website, but no report of a round names it. They are the firms' own claims, kept apart from the rounds above.

Propel Venture PartnersVC firmPer its own site

Quick answers about Personal Capital

Who invested in Personal Capital?

Personal Capital's investors include Venrock, Crosslink Capital, IVP, IGM Financial and IVP (Institutional Venture Partners), and 9 more on record.

How much has Personal Capital raised?

Personal Capital has raised $244M across 10 rounds since 2009.

When did Personal Capital last raise?

Personal Capital's most recent round was a Series F of $50M in Feb 2019.

What was Personal Capital's biggest round?

Its most recent round, $50M in Feb 2019, is also its largest on record.

Who backed Personal Capital first?

Personal Capital's first round on record, in Jul 2009, was backed by Bill Harris and Rob Foregger.

What stage is Personal Capital at?

Personal Capital's latest named round is a Series F, in Feb 2019.

Where is Personal Capital based?

Personal Capital is based in the United States.

Companies like Personal Capital

In the same sector, and raised in the last eighteen months.

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