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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
[email protected]
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****[email protected]
Brian ClaassenFinancial Under Supervision Advisorb****[email protected]
Tanaka VheruParaplannert****[email protected]

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
*******3641[email protected]
K Kiskila
Senior Director Of Bank Operations
******6500[email protected]
Travis Hall
Senior Technical Recruiter
******1819[email protected]
Jacqueline Quasney
Director Of Public Relations
******6216[email protected]
Karthik Rajagopalan
Senior Data Engineer
******9333[email protected]
Charles Vigil
Financial Advisor
******8005[email protected]
Justin Davis
Financial Advisor
******2448[email protected]
Brendan Archibald
Vice President - Financial Advisor
*******3830[email protected]
Rob Kuan
Business Development And Strategy Manager
******3611[email protected]
Dan Stampf
Vice President Of Personal Capital Cash At Personal Capital
*******1255[email protected]
Paul Deer
Director Of Advisory Services
******1574[email protected]
Mike Hefty
Vice President
******6939[email protected]
Mike Tangolics
Principal Web User Interface Engineer
******7532[email protected]
Charles Goldman
Board Directors
*******2574[email protected]
Benjamin Allegrezza
Research Associate
*******3962[email protected]
Mark Stromberg
Financial Advisor
******5437[email protected]
Allison Amadia
General Counsel, Chief Creative Officer And Corporate Secretary
******1245[email protected]
Todd Mcfarland
Senior Vice President - Private Client Group
******1692[email protected]
Paul Layton
Senior Financial Advisor
******4000[email protected]
Mark Kutz
Vice President - Financial Advisor
******2231[email protected]
Jeffrey Carey
Technician Lead
******5386[email protected]
Mauricio Vaca
Manager
*******4319[email protected]
Greg Lawrence
Vice President And Financial Advisor
******3027[email protected]
Yimin Yang
Data Scientist Manager
*******4185[email protected]
Brendan O''reilly
Fp And A Analyst
*******0336[email protected]
Jordan White
Senior Recruiter
******0918[email protected]
Kevin Bertoncin
Financial Advisor
******8005[email protected]
Maxime Rousseau
Chief Information Security Officer
******5103[email protected]
Hannes Gehring
Lake Oswego High School
******8005[email protected]
Rohit Iyer
Technology Services
*******1078[email protected]
Pierce Swofford
Senior Vice President - Team Leader
******4010[email protected]
Yubrano Alvarez
Sales Associate
******3386[email protected]
Andrew Thompson
Vp
******4071[email protected]
Stephen Cheung
Marketing Analytics
*******1310[email protected]
Sheena Pp
Software Engineer
******8005[email protected]
Oksana Doncila
Financial Advisor
*******6400[email protected]
Margarita Magana
Controller
******6189[email protected]
Mike Villar
Vice President - Financial Advisor
******3242[email protected]
Adriana Ramirez
Advisory Billing Manager
******7398[email protected]
Galen Moore
Investment Operations And Chief Creative Officer
*******4161[email protected]
Claire Lewis
Associate Vice President
*******2431[email protected]
Joseph Raskauskas
Director Of Advisory Sales
*******4270[email protected]
Sarah Slayen
Associate General Counsel
******2572[email protected]
Robert Casale
Vice President, Financial Advisor
******9285[email protected]
Larry Bennett
Vice President
******5627[email protected]
Gabe Jacus
At Personal Capital
******1123[email protected]
Tyler Morris
Financial Advisor
******2920[email protected]
Taryn Rast
Operations
******4271[email protected]
James Burton
Chief Growth Officer
******2034[email protected]
Juan Martinez
Graphic Designer
******1187[email protected]
Byron Montero
User Interface Designer
*******2250[email protected]
Jonathan Lore
Senior Financial Advisor
*******6121[email protected]
Beau Simon
Financial Advisor
******3242[email protected]
Danny Abrams
Senior Vice President- Financial Advisor
*******9692[email protected]
Daniel Flanagan
Financial Advisor
*******0885[email protected]
Rachel Buffalo
Financial Advisor
******4115[email protected]
Joseph Lomeo
Vice President - Financial Advisor
******3140[email protected]
Yinka Morakinyo
Recruiting Manager
******1080[email protected]
Ananth Raghuraman
Engineer
******1804[email protected]
John Dworske
Systems
******1310[email protected]
Nicholas Van Noort
Relationship Manager
******7044[email protected]
Nathan Bengali
Financial Advisor
******2083[email protected]
Ryan Bluske
Senior Vice President - Private Client Advisor
******6003[email protected]
Neel Bavishi
Principal Software Engineer
******2036[email protected]
Andrew Smith
Senior Financial Advisor
******4460[email protected]
Kyle Ryan
Executive Vice President - Personal Capital Advisors
******9966[email protected]
Bailey Hopper
Operations Associate
*******9229[email protected]
Danielle Boross
Manager | Senior Financial Advisor
*******4682[email protected]
Ankit Kumar
Senior Software Engineer
******8955[email protected]
Ian Wymore
Senior Financial Advisor
******2796[email protected]
Nathan Chisholm
Financial Advisor
******4117[email protected]
Sherri Schultz
Executive Assistant To Chief Executive Officer
******0110[email protected]
Hannah Ragusa
Receptionist
******9333[email protected]
Jen Larson
Web Director
******2958[email protected]
Oleg Mikheev
Vp
*******3641[email protected]
Craig Birk
Portfolio Management
******1078[email protected]
Max Mautner
Principal Software Engineer
*******3998[email protected]
Paul Layton
Financial Advisor
******4000[email protected]
Matt Gunderson
Business Development
******9540[email protected]
Whitney Pappas
Client Success Advisor
******8005[email protected]
Michael Pasieka
Financial Advisor
******0952[email protected]
Kyle Ryan
Executive Personal Capital Advisors
******1078[email protected]
Christopher Bodey
Investments
*******6024[email protected]
Aditya Geria
Software Engineer
*******0665[email protected]
Kelly Bundy
Operations Team Lead
*******4750[email protected]
Vince Maniago
Product Management
*******5012[email protected]
Andi Rohach-uhle
Hr Generalist Office
******3347[email protected]
Thor Aye
Financial Advisor
******5512[email protected]
Jordan Pedron
Vice President
******3242[email protected]
John Dilivio
Vice President - Financial Advisor
*******5136[email protected]
Gauri Deshmukh
Technical Support
*******3641[email protected]
Casey Cochran
Director Of Information Technology
******8005[email protected]
Madison Withers
Vice President - Financial Advisor
******0316[email protected]
Carlos Balgos
Senior Technical Support Specialist
******1728[email protected]
Mark Simmons
Vp, Business Development
******7959[email protected]
Cameron Ott
California Polytechnic State
*******7376[email protected]
Moshe Carmeli
Senior Software Engineer
******3608[email protected]
Matt Voell
Senior Vice President
******8005[email protected]
Bill Harris
Ceo
******8005[email protected]
Fritz Robbins
Cto Chief Information Officer
*******8005[email protected]

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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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