Personal Fund

Financial Software · Washington, United States · 11-50 Employees

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Overview

Headquarters

15600 NE 8th St Ste B1, Bellevue, Washin...

Phone Number

(206) 588-5984

Revenue

<$5 Million

Industry

Financial Software Finance Software Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Personal Fund

Personal Fund offers a powerful mutual fund and ETF cost analysis tool designed to help both financial advisors and individual investors minimize costs, taxes, and fees while maximizing returns. Their subscription-based platform provides comprehensive reports and calculators that reveal the true costs associated with fund investments, enabling users to make informed decisions. The company is led by financial and technology experts, including statistician Stefan Sharkansky, PhD, and is recognized for its industry-leading analytics. Personal Fund aims to empower clients with insights that enhance portfolio analysis and investment success.Explore more
Personal Fund's Social MediaPopular SearchesPersonal Fund IncMypersonalfund IncPersonafund IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personal Fund

<$5M
11-50
Private
-
1999
N/A
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$12.5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
1994
N/A
<$5M
1-10
Private
-
1997
N/A
<$5M
1-10
Private
-
2008
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Personal Fund is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Personal Fund is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Personal Fund.

Personal Fund Tech Stack

A closer look at the technologies used by Personal Fund

Top Financial Software Companies

Frequently Asked Questions Regarding Personal Fund

What is Personal Fund's official website?
Personal Fund's official website is www.personalfund.com
What is Personal Fund's Revenue?
Personal Fund's revenue is <$5 Million
What is Personal Fund's SIC code?
Personal Fund's SIC: 62,628
What is Personal Fund's NAICS code?
Personal Fund's NAICS: 52,523
How many employees does Personal Fund have?
Personal Fund has 11-50 employees
What industry does Personal Fund belong to?
Personal Fund is in the industry of: Financial Software, Finance, Software
What is Personal Fund competition?
Personal Fund top competitors include: Delaware Funds by Macquarie, LKCM Funds, Mutual Funds, LKCM Aquinas
What technology does Personal Fund use?
Some of the popular technologies that Personal Fund uses are: WordPress.org, PHP, Google Font API, Google Tag Manager
How do I contact Personal Fund?
Personal Fund contact info: Phone number: (206) 588-5984 Website: www.personalfund.com
What does Personal Fund do?

Personal Fund offers a powerful mutual fund and ETF cost analysis tool designed to help both financial advisors and individual investors minimize costs, taxes, and fees while maximizing returns. Their subscription-based platform provides comprehensive reports and calculators that reveal the true costs associated with fund investments, enabling user... s to make informed decisions. The company is led by financial and technology experts, including statistician Stefan Sharkansky, PhD, and is recognized for its industry-leading analytics. Personal Fund aims to empower clients with insights that enhance portfolio analysis and investment success.Read More

What are Personal Fund social media links?
Personal Fund Twitter page
Is Personal Fund a public company?
Personal Fund is private company therefore does not currently have an official ticker symbol
See more information about Personal Fund

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