Fundraising Fox
Personal Capital
San Carlos, US · Delaware corporation · 9 known investors
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Personal Capital provides wealth management and investment advisory services, offering personalized portfolio strategy, retirement planning, and tax-optimized investment management for individual investors.
Founders & leadership
WH
William H HarrisFounder
PB
Paul BergholmFounder
MA
Mike ArmsbyExecutive
JS
Jay ShahExecutive
BH
Bill HarrisFounder
LG
Louie GaspariniFounder
RF
Rob ForeggerFounder
Board
PD
Paul Desmarais IIIBoard directorCo-founder at Portag3 Ventures
SH
JC
Jeffrey CarneyBoard director
JF
Jim FeuilleMember Board Of Directors, Venture Capital Investor2013–2020Venture Partner at Crosslink Capital
JS
Jeremy ScheinBoard director
Investors · 9
Correlation Ventureslisted by Correlation VenturesSan Francisco · $100K – $4M
How we know: Correlation Ventures's portfolio page · Not right? Tell us
Crosslink Capitallisted by Crosslink CapitalMenlo Park · $1M – $9M
How we know: Crosslink Capital's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
IVP (Institutional Venture Partners)listed by IVP (Institutional Venture Partners)San Francisco · $15M – $75M
How we know: IVP (Institutional Venture Partners)'s portfolio page · Not right? Tell us
New York Life Ventureslisted by New York Life VenturesNew York
How we know: open dataset · 5k.vc investor directory · Not right? Tell us
Propel Venture Partnerslisted by Propel Venture PartnersSan Francisco · $500K – $5M
How we know: Propel Venture Partners's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
Venrocklisted by VenrockPalo Alto · $500K – $10Mvia Brian Ascher · board
How we know: board seat on SEC Form D · Not right? Tell us
Blumberg CapitalreportedMiami · $500K – $5M
How we know: funding news · finance.yahoo.com · Not right? Tell us
Gradient VenturesreportedSan Francisco · $100K – $10M
How we know: funding news · calcalistech.com · Not right? Tell us
Funding
SEC filings, press & company announcements$193.1M disclosed across 5 of 6 rounds · 2014–2025
- $6MSeed roundOct 2025 · 2 sources
Blumberg Capital (lead), Gradient Ventures (lead)
Source ↗
▶$50MraisedFeb 2019 · 1 investors · Other Banking and Financial ServicesRule 506(b)
▶$50MraisedFeb 2019 · 1 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Vijay ShahExecutive Officer, Director
- Marina LevinsonDirector
- Mike ArmsbyExecutive Officer
- Paul Desmarais IIIDirector
- Jeffrey CarneyDirector
- Allison AmadiaExecutive Officer
- Kira WamplerDirector
- Jim FeuilleDirector
- Jeremy ScheinDirector
- William H HarrisDirector
- Paul BergholmExecutive Officer
- Charles GoldmanDirector
- Bruce FeltDirector
- Stephen HarrickDirector
- Brian AscherDirector
- Offering amount
- $100M
- Amount sold
- $50M
- First sale
- Jan 2019
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$16.6MofferedSep 2018 · Other Banking and Financial ServicesRule 506(b)
▶$16.6MofferedSep 2018 · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Paul Desmarais IIIDirector
- Mike ArmsbyExecutive Officer
- Jeffrey CarneyDirector
- Charles GoldmanDirector
- Paul BergholmExecutive Officer
- Bruce FeltDirector
- Brian AscherDirector
- Stephen HarrickDirector
- Jay ShahExecutive Officer, Director
- Jeremy ScheinDirector
- Allison AmadiaExecutive Officer
- William H HarrisDirector
- Jim FeuilleDirector
- Offering amount
- $16.6M
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$37.1MraisedAug 2017 · 21 investors · Other Banking and Financial ServicesRule 506(b)
▶$37.1MraisedAug 2017 · 21 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Paul Desmarais IIIDirector
- William H HarrisExecutive Officer, Director
- Stephen HarrickDirector
- Jeffrey CarneyDirector
- Bruce FeltDirector
- Jim FeuilleDirector
- Jeremy ScheinDirector
- Paul BergholmExecutive Officer
- Mike ArmsbyExecutive Officer
- Jay ShahExecutive Officer, Director
- Brian AscherDirector
- Charles GoldmanDirector
- Offering amount
- $50M
- Amount sold
- $37.1M
- Sales commissions
- $926.6K
- Placement agents
- Evercore Group, L.L.C.
- First sale
- Jul 2017
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$50MraisedJun 2016 · 1 investors · Other Banking and Financial ServicesRule 506(b)
▶$50MraisedJun 2016 · 1 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- WILLIAM H. HARRISExecutive Officer, Director
- JIM FEUILLEDirector
- JEREMY SCHEINDirector
- PAUL BERGHOLMExecutive Officer
- CHARLES GOLDMANDirector
- STEPHEN HARRICKDirector
- BRIAN ASCHERDirector
- JEFFREY CARNEYDirector
- Offering amount
- $75M
- Amount sold
- $50M
- Sales commissions
- $2.5M
- Placement agents
- Evercore Group, L.L.C.
- First sale
- May 2016
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$50.1MraisedNov 2014 · 19 investors · Other Banking and Financial ServicesRule 506(b)
▶$50.1MraisedNov 2014 · 19 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- William HarrisExecutive Officer, Director
- Stephen HarrickDirector
- Jeremy ScheinDirector
- Jim FeuilleDirector
- Brian AscherDirector
- Paul BergholmExecutive Officer
- Charles GoldmanDirector
- Offering amount
- $50.1M
- Amount sold
- $50.1M
- First sale
- Oct 2014
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
5 people who came through Personal Capital went on to found or lead other companies.
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In the news
Frequently asked questions
- What does Personal Capital do?
- Personal Capital provides wealth management and investment advisory services, offering personalized portfolio strategy, retirement planning, and tax-optimized investment management for individual investors.
- Who founded Personal Capital?
- Personal Capital was founded by William H Harris.
- Who are Personal Capital's investors?
- Personal Capital's investors include Correlation Ventures, Crosslink Capital, IVP (Institutional Venture Partners), New York Life Ventures, Propel Venture Partners, Venrock, Blumberg Capital, Gradient Ventures and 1 more.
- How much funding has Personal Capital raised?
- Personal Capital has disclosed $193.1M raised across 5 of its 6 known rounds.
- Where is Personal Capital headquartered?
- Personal Capital is headquartered in San Carlos, US.