# Personal Capital funding: rounds and investors > Personal Capital has raised $244M across 10 rounds since 2009. Investors include Venrock, Crosslink Capital and IVP. Every round with its source. Source: https://millionrounds.com/company/personal-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Series F startup](https://millionrounds.com/companies) # 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 summary Updated 26 Oct 2026 **$244M** raised across 10 rounds since 2009, from 10 sources **$2.0M** Seed **$300K** Seed **$10M** Series A **$15M** Series B **$2.0M** Venture **$25M** Series C **$50M** Series D **$50M** Debt **$40M** Series E **$50M** Series F - **Latest round:** Series F, $50M Feb 2019 - **Step-up i:** 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. 2009 2011 2013 2015 2017 2019 **$2.0M** Seed **$300K** Seed **$10M** Series A **$15M** Series B **$2.0M** Venture **$25M** Series C **$50M** Series D **$50M** Debt **$40M** Series E **$50M** Series F - **First round:** Seed, $2.0M - **Biggest round:** $50M - **Usual gap between rounds:** 17 months ## The rounds - **Feb 2019** Series F **$50M** *1 returning* [IGM Financial](https://millionrounds.com/fund/igm-financial) Reported by FinSMEs SEC filing: $50M sold, first sale Jan 2019 - **Aug 2017** Series E **$40M** *1 returning* [IGM Financial](https://millionrounds.com/fund/igm-financial) Reported by FinSMEs SEC filing: $37M sold, first sale Jul 2017 - **Dec 2016** Debt **$50M** *2 new* [SVB Capital](https://millionrounds.com/fund/svb-capital) [IGM Financial](https://millionrounds.com/fund/igm-financial) Reported by FinSMEs - **Oct 2014** Series D **$50M** *3 new* *4 returning* [Venrock](https://millionrounds.com/fund/venrock) [Crosslink Capital](https://millionrounds.com/fund/crosslink-capital) [Jump Capital](https://millionrounds.com/fund/jump-capital) [IVP (Institutional Venture Partners)](https://millionrounds.com/fund/ivp-institutional-venture-partners) [USAA](https://millionrounds.com/fund/usaa) [BBVA Ventures](https://millionrounds.com/fund/bbva-ventures-2) [Corsair Capital](https://millionrounds.com/fund/corsair) From a historical funding record SEC filing: $50M sold, first sale Oct 2014 - **Jun 2013** Series C **$25M** *3 new* *3 returning* [Venrock](https://millionrounds.com/fund/venrock) [Correlation Ventures](https://millionrounds.com/fund/correlation-ventures) [Crosslink Capital](https://millionrounds.com/fund/crosslink-capital) [BlackRock](https://millionrounds.com/fund/blackrock) [IVP](https://millionrounds.com/fund/ivp) [Corsair Capital](https://millionrounds.com/fund/corsair) Reported by techcrunch.com SEC filing: $25M sold, first sale May 2013 - **Apr 2013** Venture **$2.0M** *3 returning* [Venrock](https://millionrounds.com/fund/venrock) [Crosslink Capital](https://millionrounds.com/fund/crosslink-capital) [IVP](https://millionrounds.com/fund/ivp) From a historical funding record SEC filing: $20M sold, first sale Jul 2011 - **Aug 2011** Series B **$15M** *3 new* [Venrock](https://millionrounds.com/fund/venrock) [Crosslink Capital](https://millionrounds.com/fund/crosslink-capital) [IVP](https://millionrounds.com/fund/ivp) Reported by techcrunch.com SEC filing: $15M sold, first sale Jul 2011 - **Jun 2010** Series A **$10M** *1 new* [IVP (Institutional Venture Partners)](https://millionrounds.com/fund/ivp-institutional-venture-partners) From a historical funding record - **Jul 2009** Seed **$2.0M** *2 new* [Bill Harris](https://millionrounds.com/fund/bill-harris) [Rob Foregger](https://millionrounds.com/fund/rob-foregger) From a historical funding record - **Jul 2009** Seed **$300K** *1 returning* [Rob Foregger](https://millionrounds.com/fund/rob-foregger) From a historical funding record ## Founders and team From the SEC filings it signed: 4 on the team. - **Allison H Amadia** Executive Officer i - **Mike H Armsby** Executive Officer i - **Paul H Bergholm** Executive Officer i - **Vijay H Shah** Executive Officer, Director i On the board, as filed i *Brian H Ascher* *Bruce H Felt* *Charles H Goldman* *Jeffrey H Carney* *Jeremy H Schein* *Jim H Feuille* *Kira H Wampler* *Marina H Levinson* *Paul H Desmarais* *Stephen H Harrick* *William 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. **Series A** 2010 **Series B** 2011 **Venture** 2013 **Series C** 2013 **Series D** 2014 **Debt** 2016 **Series E** 2017 **Series F** 2019 [Venrock](https://millionrounds.com/fund/venrock) [Crosslink Capital](https://millionrounds.com/fund/crosslink-capital) [IVP](https://millionrounds.com/fund/ivp) [IGM Financial](https://millionrounds.com/fund/igm-financial) [IVP (Institutional Venture Partners)](https://millionrounds.com/fund/ivp-institutional-venture-partners) [Corsair Capital](https://millionrounds.com/fund/corsair) [Rob Foregger](https://millionrounds.com/fund/rob-foregger) [SVB Capital](https://millionrounds.com/fund/svb-capital) [Correlation Ventures](https://millionrounds.com/fund/correlation-ventures) [BlackRock](https://millionrounds.com/fund/blackrock) ## Everyone who backed them [Venrock](https://millionrounds.com/fund/venrock) VC firm **4** rounds [Crosslink Capital](https://millionrounds.com/fund/crosslink-capital) VC firm **4** rounds [IVP](https://millionrounds.com/fund/ivp) VC firm **3** rounds [IGM Financial](https://millionrounds.com/fund/igm-financial) Private equity **3** rounds [IVP (Institutional Venture Partners)](https://millionrounds.com/fund/ivp-institutional-venture-partners) Growth equity **2** rounds [Corsair Capital](https://millionrounds.com/fund/corsair) Private equity **2** rounds [Rob Foregger](https://millionrounds.com/fund/rob-foregger) VC firm **2** rounds [SVB Capital](https://millionrounds.com/fund/svb-capital) VC firm **1** round [Correlation Ventures](https://millionrounds.com/fund/correlation-ventures) VC firm **1** round [BlackRock](https://millionrounds.com/fund/blackrock) Asset manager **1** round [Jump Capital](https://millionrounds.com/fund/jump-capital) VC firm **1** round [USAA](https://millionrounds.com/fund/usaa) Corporate VC **1** round [BBVA Ventures](https://millionrounds.com/fund/bbva-ventures-2) VC firm **1** round [Bill Harris](https://millionrounds.com/fund/bill-harris) Angel **1** round Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=personal-capital). ## 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 Partners](https://millionrounds.com/fund/propel-venture-partners) VC firm Per 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. [**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**Gradient** $24M · Oct 2026](https://millionrounds.com/company/gradient) ## Find investors like these Search every investor by what they have actually funded, then narrow to your stage and market. Free. Open the investor searchOr these rounds in the app