Personal Capital is the next-generation financial advisor. We combine technology with world-class advisory services to deliver personalized wealth management. Personal Capital puts your entire financial life at your fingertips, and provides the tools to analyze where you are and how to get where you want to go. $3.5 billion in AUM and growing!

Open Jobs at Personal Capital

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Sales Jobs (1) View All

Sales Associate (Associate VP)
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Operations Jobs (1) View All

Technical Support Specialist
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Accounting & Finance Jobs (1) View All

Vice President Financial Advisor

Why Work With Us

We take care of our employees. We hire great people and we keep them happy. Our employees receive a top-notch package, combining competitive salary and equity compensation. Personal Capital was named "Top Place to Work" by the Denver Post for 2015 & 2016!

Culture

At Personal Capital, we’re disruptors. Some say we’re fundamentally changing the financial services landscape…. We believe we’re leading the movement to create better financial lives. Our client-centric business model helps empower investors to achieve their financial goals by combining award-winning technology with world-class advisory services to deliver truly personal and objective wealth management solutions. Interested in joining the movement to create better financial lives? Join us today!

Perks & Benefits

  • Equity Ownership
  • Competitive Compensation
  • Excellent Health, Vision, and Dental Packages
  • Paid Time off & Holidays
  • Long and Short Term Disability Opt-In
  • Company Discount Program (corporate discounts, including cell phone provides, sports tickets, and everything in-between)
  • Career Development & On-going Education
  • Series 65 Licensing
  • Allowance for Obtaining CFP
  • Employee Referral Program
  • Personal Capital Advisors Employee Fee Discount Program
  • 401K Program

Funding

May 19, 2016
$75,000,000
Type: funding
Investors: IGM Financial
October 29, 2014
$50,000,000
Type: funding
Investors: BBVA Ventures, Corsair Capital, Crosslink Capital, IVP, Jump Capital, USAA, Venrock
June 05, 2013
$25,000,000
Type: funding
Investors: Crosslink Capital, BlackRock, Correlation Ventures, Corsair Capital, IVP, Venrock
August 26, 2011
$15,000,000
Type: funding
Investors: Venrock, Crosslink Capital, IVP
June 25, 2010
$10,000,000
Type: funding
Investors: IVP
July 01, 2009
$2,000,000
Type: funding
Investors: Bill Harris
July 01, 2009
$300,000
Type: funding
Investors: Rob Foregger

Overview

Website: personalcapital.com
Founded: 2009
Local Employees: 140
Funding: $177.3M
Location: Denver
Type: Technology Company
Industries: Fintech, Sales

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