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The Redwood City, CA based provider of digital wealth management solutions will use the proceeds to continue to scale its existing offering and launch new products.
IGM Financial was the sole investor in the round. Personal Capital last raised a $50m Series D in October 2014.
Since our last round, we launched our Retirement Planner, a powerful tool that takes the guesswork out of planning for retirement. Hundreds of thousands of users have linked their financial accounts to our dashboard, and with the Retirement Planner they can now get a forecast of how likely they are to save enough by the time they want to retire, based on plans around having children, retirement age, income, home purchases, and more. If you need a hand with planning, we have a full team of licensed financial advisors who can answer any questions you have about events like setting up a trust for your children, allocating your 401k, setting up a 529 for a child’s college savings, and more.
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