Charles Goldman
Angel Investor
San Francisco, United States
Charles Goldman is a Series A investor in San Francisco focused on Software and Blockchain. Charles Goldman serves as Chairman of the Board for Personal Capital. He is currently President & CEO of AssetMark, Inc. Prior to joining AssetMark, he shared his expertise in investment management services as an advisor to Bain & Company, Genstar Capital, Aquiline Capital Partners, Advent International, Goldman Sachs, Raymond James,Boulder Ventures, and several registered investment advisors.Goldman was previously president of Fidelity Investments, Custody & Clearing, where he was responsible for three of Fidelity’s businesses: National Financial, Fidelity Institutional Wealth Services, and Fidelity Family Office Service. Before that, Goldman held several senior roles at The Charles Schwab Corporation. From 1991 to 1996, Goldman was a consultant for The Boston Consulting Group.In addition to his role as Chairman of the Board at Personal Capital, Goldman serves on the boards of Mercer Advisors, Inc. and the American Mountain Guides Association.Goldman received his B.S. degree in finance, magna cum laude, from the University of Southern California. He also received his MBA, with honors, in General Management from the University of California, Los Angeles.
- Total investments:
- 3
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Charles Goldman invests in
Stages Charles Goldman invests in
Countries Charles Goldman invests in
Round sizes
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Round size
- Series B
- $70M–$70M
Investment Focus
Industry
- Software 2 (67%)
- Blockchain 1 (33%)
- Cryptocurrency 1 (33%)
- Machine Learning 1 (33%)
- Financial Services 1 (33%)
Stage
- Series A 1 (33%)
- Series B 1 (33%)
Country
- India 1 (33%)
- United States 1 (33%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Bitwise is a crypto-specialist asset manager for individuals, investment managers, and institutions navigating cryptocurrency. The company offers a suite of 32 investment solutions, including yield and alpha strategies, multi-strategy solutions, separately managed accounts, onchain staking, index funds, bitcoin ETPs, and more. By serving as aspecialist partner, it enables clients to access the opportunities that meet their objectives. | $70M / Series B / Jun 20, 2021 | ||
| Bitwise is a crypto-specialist asset manager for individuals, investment managers, and institutions navigating cryptocurrency. The company offers a suite of 32 investment solutions, including yield and alpha strategies, multi-strategy solutions, separately managed accounts, onchain staking, index funds, bitcoin ETPs, and more. By serving as aspecialist partner, it enables clients to access the opportunities that meet their objectives. | $70M / Series B / Jun 15, 2021 | ||
| Jiffy.ai is a software company that offers AI-powered intelligent and integrated platform for the modern-day digital enterprise. It helps businesses automate tasks through intelligent robots that can detect and adapt automated scenarios based on change. This allows organizations to utilize their staff more productively, without having to worryabout tasks that are critical yet add no value to the system. Right from processing unstructured data that is captured in different formats, to making cognitive decisions and using NLP and ML-based algorithms, JiffyRPA has helped customers achieve close to 90+% of automation. This is significant as most of the traditional RPA solutions are rule-based and only achieve lower automation levels for complex processes. | $18M / Series A / Jun 11, 2020 |
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FAQ
What does Charles Goldman invest in?
Charles Goldman invests primarily in Software, Blockchain and Cryptocurrency startups, most often at Series A and Series B stage. Most of the 3 investments tracked by Shizune back companies in India. The Investment Focus section breaks down every industry, stage and country in the portfolio.
What round sizes does Charles Goldman invest in?
Charles Goldman typically joins rounds of $70M–$70M at Series B. These are whole funding-round sizes, not Charles Goldman's own check, which is rarely disclosed: the 10th–90th percentile of the confirmed public funding rounds Charles Goldman took part in.
How do I contact Charles Goldman?
Public channels for Charles Goldman include LinkedIn. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did Charles Goldman last invest?
The most recent investment recorded for Charles Goldman closed in Jun 2021. Shizune tracks 3 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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