Portag3 Ventures — 2017 Investments
1 investments dated 2017 · listed companies and verified rows first · show all
Personal Capital provides wealth management and investment advisory services, offering personalized portfolio strategy, retirement planning, and tax-optimized investment management for individual investors.
FintechSan Carlos, US
William H Harris(Executive Officer, Director)William Harris(Executive Officer, Director)Paul Bergholm(Executive Officer)Mike Armsby(Executive Officer)Jay Shah(Executive Officer, Director)
Board seatPaul Desmarais III· per SEC Form D · $50M raise · filed Aug 2017
Co-investorsCorrelation VenturesCrosslink CapitalIVP (Institutional Venture Partners)New York Life VenturesPropel Venture PartnersVenrock+2 more
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.