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.

Register for Details

For more details on financing and valuation of private companies similar to Personal Capital before its , register or login today.

Please provide a valid email address.

By registering, you agree to Forge’s Terms of Use. Already registered? Log in

Learn More About Personal Capital

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 $982.57MM 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 $539.5MM 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 $251.25MM 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 $74.5MM 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 $51.5MM 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 $19.25MM 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 $13.75MM 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 $7.5MM 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: Dec 22, 2024

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

‘Stock Price’ or other private company metrics (‘PC Data’) may rely on a very limited number of trade and/or IOI inputs in their calculation. PC Data is prepared and disseminated solely for informational purposes. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of PC Data, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of PC Data. PC Data is derived from the performance and pricing of secondary activity on the Forge platform and other private market trading platforms. PC Data is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Reference to company names does not imply any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.

Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and investors should be prepared to withstand a total loss of their investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and investors should conduct their own due diligence regarding the investment, including obtaining independent professional advice. Past performance is not indicative of future results. This is not a recommendation, offer, solicitation of an offer, or advice to buy or sell securities by Forge, nor an offer of brokerage services in any jurisdiction where Forge is not permitted to offer brokerage services. Brokerage products and services are offered by Forge Securities LLC, a registered broker-dealer and member FINRA/SIPC. Please see other important disclaimers, disclosures and restrictions you acknowledge by using this website and to which you are subject.