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Personal Capital

Insurance

Founded: Not Available
Headquarters: 1 Epping Industria, Cape Town, Western Cape, 7465, South Africa
Overview
Location
South Africa
Headquarter
1 Epping Industria, Cape Town, Western Cape, 7465, South Africa
Contact Number
+27 215311784
No of Employees
22 Employees
Industry
Insurance
Contact Email
press@personalcapital.com
Company Type
Private Company
Website
www.personalcapital.co.za
Founded
Not Available
CEO
Jay Shah
Codes
SIC Code 63,631 | NAICS Code 52,524
Annual Revenue
<$5 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Social Handles

Company Overview

The new millennium was characterized by financial institutions and pension funds divesting themselves of legal and financial risk and passing them onto individuals. In this context, Personal Capital (Pty) Ltd guided individuals' insurance, investment and tax choices. Our mission is to be a trusted adviser guiding clients to achieve financial well-being by providing clear, unbiased and informed advice. We form relationships with clients by helping them to clarify their life financial goals, make sensible choices and implement strategies to achieve their goals. Our services are provided to clients personally by accountable financial advisers who are duly guided by our House View set by the managing CFP®. We work from our digitally enabled offices in Pinelands, Cape Town advising South African residents, locally and abroad via email, telephone and video. When required, we see our clients face-to-face. We pride ourselves on clarity of thought and integrity in our actions. Personal Capital

Employees by Level

Manager

1

Non-Manager

2

Top Contacts

1

Top C-suite Members of Company

Connect with key decision-makers at Personal Capital. View contact details of C-suite executives and leadership team.

NameTitleContact
Brian ClaassenFinancial Under Supervision Advisorb****n@personalcapital.co.za
Brian ClaassenFinancial Under Supervision Advisorb****n@personalcapital.co.za
Tanaka VheruParaplannert****u@personalcapital.co.za

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Andy Jobe
Product
*******3641a.......e@personalcapital.com
K Kiskila
Senior Director Of Bank Operations
******6500j.......a@zenbanx.com
Travis Hall
Senior Technical Recruiter
******1819t.......s@elevaterg.com
Jacqueline Quasney
Director Of Public Relations
******6216j.......y@personalcapital.com
Karthik Rajagopalan
Senior Data Engineer
******9333k.......n@target.com
Charles Vigil
Financial Advisor
******8005c.......l@personalcapital.com
Justin Davis
Financial Advisor
******2448j.......i@gmail.com
Brendan Archibald
Vice President - Financial Advisor
*******3830b.......d@gmail.com
Rob Kuan
Business Development And Strategy Manager
******3611r.......n@marakon.com
Dan Stampf
Vice President Of Personal Capital Cash At Personal Capital
*******1255d.......f@yahoo.com
Paul Deer
Director Of Advisory Services
******1574p.......l@personalcapital.com
Mike Hefty
Vice President
******6939m.......y@yahoo.com
Mike Tangolics
Principal Web User Interface Engineer
******7532m.......s@gmail.com
Charles Goldman
Board Directors
*******2574c.......n@personalcapital.com
Benjamin Allegrezza
Research Associate
*******3962b.......a@gmail.com
Mark Stromberg
Financial Advisor
******5437m.......g@excite.com
Allison Amadia
General Counsel, Chief Creative Officer And Corporate Secretary
******1245a.......a@comcast.net
Todd Mcfarland
Senior Vice President - Private Client Group
******1692t.......d@personalcapital.com
Paul Layton
Senior Financial Advisor
******4000p.......n@ayco.com
Mark Kutz
Vice President - Financial Advisor
******2231m.......z@citigroup.com
Jeffrey Carey
Technician Lead
******5386j.......y@gmail.com
Mauricio Vaca
Manager
*******4319m.......3@hotmail.com
Greg Lawrence
Vice President And Financial Advisor
******3027g.......e@personalcapital.com
Yimin Yang
Data Scientist Manager
*******4185c.......m@gmail.com
Brendan O''reilly
Fp And A Analyst
*******0336b.......y@gmail.com
Jordan White
Senior Recruiter
******0918q.......5@zoomtown.com
Kevin Bertoncin
Financial Advisor
******8005k.......n@personalcapital.com
Maxime Rousseau
Chief Information Security Officer
******5103m.......e@secured.org
Hannes Gehring
Lake Oswego High School
******8005h.......g@personalcapital.com
Rohit Iyer
Technology Services
*******1078r.......r@personalcapital.com
Pierce Swofford
Senior Vice President - Team Leader
******4010p.......d@personalcapital.com
Yubrano Alvarez
Sales Associate
******3386y.......z@ajg.com
Andrew Thompson
Vp
******4071a.......n@personalcapital.com
Stephen Cheung
Marketing Analytics
*******1310s.......g@personalcapital.com
Sheena Pp
Software Engineer
******8005s.......a@personalcapital.com
Oksana Doncila
Financial Advisor
*******6400o.......a@curian.com
Margarita Magana
Controller
******6189m.......a@hotmail.com
Mike Villar
Vice President - Financial Advisor
******3242m.......r@northwesternmutual.com
Adriana Ramirez
Advisory Billing Manager
******7398a.......z@gmail.com
Galen Moore
Investment Operations And Chief Creative Officer
*******4161b.......0@mac.com
Claire Lewis
Associate Vice President
*******2431c.......2@wisc.edu
Joseph Raskauskas
Director Of Advisory Sales
*******4270j.......s@hotmail.com
Sarah Slayen
Associate General Counsel
******2572s.......n@yahoo.com
Robert Casale
Vice President, Financial Advisor
******9285b.......n@ayahoo.com
Larry Bennett
Vice President
******5627l.......t@gmail.com
Gabe Jacus
At Personal Capital
******1123g.......s@wellsfargoadvisors.com
Tyler Morris
Financial Advisor
******2920t.......s@gmail.com
Taryn Rast
Operations
******4271t.......t@personalcapital.com
James Burton
Chief Growth Officer
******2034j.......n@fidelity.com
Juan Martinez
Graphic Designer
******1187j.......z@personalcapital.com
Byron Montero
User Interface Designer
*******2250b.......o@marcusmillichap.com
Jonathan Lore
Senior Financial Advisor
*******6121j.......e@personalcapital.com
Beau Simon
Financial Advisor
******3242b.......n@northwesternmutual.com
Danny Abrams
Senior Vice President- Financial Advisor
*******9692c.......5@yahoo.com
Daniel Flanagan
Financial Advisor
*******0885d.......n@hotmail.com
Rachel Buffalo
Financial Advisor
******4115r.......o@morganstanley.com
Joseph Lomeo
Vice President - Financial Advisor
******3140j.......o@personalcapital.com
Yinka Morakinyo
Recruiting Manager
******1080y.......o@talener.com
Ananth Raghuraman
Engineer
******1804a.......n@yahoo.com
John Dworske
Systems
******1310j.......n@personalcapital.com
Nicholas Van Noort
Relationship Manager
******7044n.......t@gmail.com
Nathan Bengali
Financial Advisor
******2083n.......i@personalcapital.com
Ryan Bluske
Senior Vice President - Private Client Advisor
******6003r.......e@personalcapital.com
Neel Bavishi
Principal Software Engineer
******2036n.......i@gmail.com
Andrew Smith
Senior Financial Advisor
******4460a.......h@ayco.com
Kyle Ryan
Executive Vice President - Personal Capital Advisors
******9966k.......n@personalcapital.com
Bailey Hopper
Operations Associate
*******9229b.......r@personalcapital.com
Danielle Boross
Manager | Senior Financial Advisor
*******4682d.......s@personalcapital.com
Ankit Kumar
Senior Software Engineer
******8955a.......r@personalcapital.com
Ian Wymore
Senior Financial Advisor
******2796i.......e@gmail.com
Nathan Chisholm
Financial Advisor
******4117n.......m@personalcapital.com
Sherri Schultz
Executive Assistant To Chief Executive Officer
******0110s.......s@yahoo.com
Hannah Ragusa
Receptionist
******9333h.......a@rusnakonline.com
Jen Larson
Web Director
******2958j.......n@surfair.com
Oleg Mikheev
Vp
*******3641o.......v@gmail.com
Craig Birk
Portfolio Management
******1078c.......k@personalcapital.com
Max Mautner
Principal Software Engineer
*******3998m.......r@gmail.com
Paul Layton
Financial Advisor
******4000p.......n@ayco.com
Matt Gunderson
Business Development
******9540m.......n@personalcapital.com
Whitney Pappas
Client Success Advisor
******8005w.......5@gmail.com
Michael Pasieka
Financial Advisor
******0952m.......l@personalcapital.com
Kyle Ryan
Executive Personal Capital Advisors
******1078k.......n@personalcapital.com
Christopher Bodey
Investments
*******6024c.......y@personalcapital.com
Aditya Geria
Software Engineer
*******0665a.......a@personalcapital.com
Kelly Bundy
Operations Team Lead
*******4750k.......y@personalcapital.com
Vince Maniago
Product Management
*******5012v.......o@personalcapital.com
Andi Rohach-uhle
Hr Generalist Office
******3347a.......e@personalcapital.com
Thor Aye
Financial Advisor
******5512t.......e@personalcapital.com
Jordan Pedron
Vice President
******3242j.......n@northwesternmutual.com
John Dilivio
Vice President - Financial Advisor
*******5136r.......1@aol.com
Gauri Deshmukh
Technical Support
*******3641g.......e@gmail.com
Casey Cochran
Director Of Information Technology
******8005c.......n@personalcapital.com
Madison Withers
Vice President - Financial Advisor
******0316m.......s@personalcapital.com
Carlos Balgos
Senior Technical Support Specialist
******1728c.......1@yahoo.com
Mark Simmons
Vp, Business Development
******7959m.......s@nyl.com
Cameron Ott
California Polytechnic State
*******7376c.......n@personalcapital.com
Moshe Carmeli
Senior Software Engineer
******3608m.......i@sonos.com
Matt Voell
Senior Vice President
******8005m.......l@personalcapital.com
Bill Harris
Ceo
******8005b.......s@personalcapital.com
Fritz Robbins
Cto Chief Information Officer
*******8005f.......s@personalcapital.com

Email Formats

Discover the email patterns used at Personal Capital to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Personal Capital

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Personal Capital

WooCommerce
WooCommerce

WooCommerce technology used by Personal Capital

WordPress.org
WordPress.org

WordPress.org technology used by Personal Capital

Frequently Asked Questions

What is the address of Personal Capital's headquarters?

Personal Capital is headquartered at 1 Epping Industria, Cape Town, Western Cape, 7465, South Africa.

How can I contact Personal Capital by phone?

You can reach Personal Capital by calling their customer support number at +27 215311784.

What is the official website for Personal Capital?

You can visit Personal Capital's official website at www.personalcapital.co.za.

How much revenue does Personal Capital generate?

Personal Capital reports an annual revenue of approximately <$5 Million.

What is the SIC code for Personal Capital?

The Standard Industrial Classification (SIC) code for Personal Capital is 63,631.

What is the NAICS code for Personal Capital?

Personal Capital falls under the NAICS code 52,524.

How many people work at Personal Capital?

Personal Capital has a workforce of about 22 employees.

Which industry is Personal Capital part of?

Personal Capital operates in the Insurance industry.

Which technologies are used by Personal Capital?

Personal Capital utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, WooCommerce, WordPress.org.

Who is the Chief Executive Officer (CEO) of Personal Capital?

The CEO of Personal Capital is .

How can I get in touch with Personal Capital?

To contact Personal Capital, call +27 215311784 or visit their website at www.personalcapital.co.za

Is Personal Capital a publicly traded company?

No, Personal Capital is a private company.

Where can I find Personal Capital on social media?

You can follow Personal Capital on Facebook to stay updated with their latest news and services.

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