Personal Capital
San Carlos, US · Delaware corporation · 9 known investors
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 HarrisCo-founder
WH
William HarrisCo-founder
PB
Paul BergholmExecutive
MA
Mike ArmsbyExecutive
JS
Jay ShahExecutive
Board
PD
Paul Desmarais IIIBoard directorCo-founder at Portag3 Ventures
SH
JC
Jeffrey CarneyBoard director
JF
Jim Feuillein𝕏Member Board Of Directors, Venture Capital Investor2013–2020Venture Partner at Crosslink Capital
JS
Jeremy ScheinBoard director
BA
BF
Bruce FeltBoard director
Investors · 9
Correlation VenturesSan Francisco · $100K – $4M
Crosslink CapitalSan Francisco · $1M – $9M
IVP (Institutional Venture Partners)San Francisco · $15M – $75M
New York Life VenturesNew York
Propel Venture PartnersSan Francisco · $500K – $5M
VenrockPalo Alto · $500K – $10Mvia Brian Ascher · board
Blumberg Capitalreported · 2 sourcesMiami · $500K – $5M
Gradient Venturesreported · 2 sourcesSan Francisco · $100K – $10M
Portag3 VenturesreportedMontrealvia Paul Desmarais III · board
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), Gradient
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
3 people who came through Personal Capital went on to found or lead other companies.
Competitors · 7
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In the news
Caliber Mining’s ₹450 crore IPO opens today; raises ₹135 crore from anchor investors ahead of issuefortuneindia.com · Jul 2026Frequently 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, William 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.