Brief: CircleUp Partners with Online Financial Advisor Personal Capital


CircleUp announced a new partnership with the leading online financial advisor, Personal Capital. Members can track their CircleUp investments in the Personal Capital app, across both desktop and mobile devices. The integration aims to allow investors to centralize their public and private market investments for the first time.

Following the partnership, Personal Capital is offering a complimentary financial consultation, plus a cash bonus of up to $10,000 in a newly opened account. Interested investors can sign up here to take advantage of the consultation and have a Personal Capital advisor conduct a portfolio review as well as provide investing strategy insight.

Scott Sanborn 2“CircleUp has established itself as the clear leader in the online private equity landscape, with a disciplined approach to helping investors find quality opportunities,” said Scott Sanborn, Lending Club COO & CMO and Independent Director for CircleUp. “Making growth capital available to companies, many for the first time, can make a significant difference in our economy.”

CircleUp has experienced significant growth, with more than $100M currently available for investment on the platform.

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