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Personal Capital Debuts its Mobile Money Movement Tech


Starting off the second session, Personal Captial showed off its new money movement features:

“Personal Capital is demoing its iPad app and previewing its iPhone app at FinovateSpring. Personal Capital believes that individuals should be able to access their financial information anywhere, anytime. 

The iPad and iPhone apps include never-seen-before features: 

  1. FaceTime allows the unique ability to communicate “face-to-face” with your financial advisor
  2. The Stock Options Tracker enables entrepreneurs, start-ups, and private investors to monitor private company stock and restricted public equity values, helping them better understand stock options. The apps are secure, free, and interactive, while allowing for real-time financial updates and asset allocation monitoring, all on-the-go.”
Product Launched: iPad app: 3/14/12; iPhone app: debuting at FinovateSpring
HQ Location: Redwood City, CA
Company Founded: July 2009
Metrics: Money raised to date: $27M (IVP & Venrock), Number of employees: 45 
Introducing Bill Harris (CEO) and Jim Del Favero (VP of Products)