Personal Capital is a provider of free online tools designed to allow users to view all of your accounts in one place, allowing them to better understand their entire financial picture.

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To invest in Personal Capital pre-IPO

Can you invest in Personal Capital pre-IPO?

You can no longer invest in Personal Capital with Forge. But if you are an accredited investor interested in buying pre-IPO shares of a private company, you can learn more about how to invest in the private market or register today to get started.

Can you sell shares of Personal Capital before it goes public?

You can no longer sell shares of Personal Capital on Forge as this company is no longer private. However, if you own shares of a private company, Forge may be able to help you sell them in a way that works for you and the company. Learn more or register with us today to get started.

What is the pre-IPO value of my Personal Capital shares?

Forge can no longer determine the value of Personal Capital shares as this company is no longer private. However, if you own shares of a private company, Forge may help you value and sell them in a way that works for you and the company. Learn more or register with us today to get started.

Is Personal Capital a publicly traded company?

Personal Capital became a public company following its M&A on 08/18/2020 and is now a publicly traded company.

To learn more about Personal Capital potential IPO

Will Personal Capital go IPO?

Personal Capital became a public company following its M&A on 08/18/2020.

What is Personal Capital’s IPO price?

The IPO price of Personal Capital is not currently available.

When was Personal Capital founded?

Personal Capital was founded in 2009.

What is Personal Capital funding to date?

Personal Capital has raised $247.94MM to date.

Who are Personal Capital’s major investors?

IGM Financial

Personal Capital Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
02/05/2019 Series F $50MM $xx.xx $98.26B Igm Financial
Price per Share
$xx.xx
Shares Outstanding
72,913,932
Liquidation Pref Order
1
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Igm Financial
08/14/2017 Series E & E1 $87.07MM $xx.xx $53.95B Igm Financial
Price per Share
$xx.xx
Shares Outstanding
153,636,833
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Igm Financial
11/12/2014 Series D & D1 $50.08MM $xx.xx $25.13B Bbva Ventures, Blackrock Private Equity Partners, Correlation Ventures, Corsair Capital, Crosslink Capital, Ivp, Jump Capital, Usaa, Venrock
Price per Share
$xx.xx
Shares Outstanding
149,880,278
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Bbva Ventures, Blackrock Private Equity Partners, Correlation Ventures, Corsair Capital, Crosslink Capital, Ivp, Jump Capital, Usaa, Venrock
07/13/2013 Series C $27.28MM $xx.xx $7.45B Blackrock Private Equity Partners, Correlation Ventures, Crosslink Capital, Institutional Venture Partners, Venrock
Price per Share
$xx.xx
Shares Outstanding
178,386,045
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blackrock Private Equity Partners, Correlation Ventures, Crosslink Capital, Institutional Venture Partners, Venrock
03/26/2013 Series B $20.03MM $xx.xx $5.15B Institutional Venture Partners, Venrock Associates
Price per Share
$xx.xx
Shares Outstanding
136,039,403
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Institutional Venture Partners, Venrock Associates
06/24/2010 Series A $10MM $xx.xx $1.93B Institutional Venture Partners
Price per Share
$xx.xx
Shares Outstanding
98,039,216
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Institutional Venture Partners
12/16/2009 Series Seed $2MM $xx.xx $1.38B Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
24,723,763
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
06/01/2009 Series Seed-1 $1.5MM $xx.xx $750MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
15,000,000
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
Updated on: Nov 22, 2024

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