Personal Capital Competitors and Similar CompaniesClear all
Personal Capital's competitors and similar companies include Betterment, Virtu Financial, Charles River Development, Institutional Shareholder Services, InvestCloud, Wealthfront, SigFig and Prudential Financial.
 Virtu Financial Virtu Financial provides market making and liquidity services to the financial markets worldwide. |  Charles River Development Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions. |  Institutional Shareholder Services Institutional Shareholder Services (ISS) is a provider of corporate governance and responsible investment solutions, market intelligence, fund services, and editorial content for institutional investors and corporations. |  Wealthfront Wealthfront is a financial technology company that develops an automated wealth management platform. |  SigFig SigFig (also known as Nvest, formerly known as Wikinvest) is a company developing platforms for financial institutions. |  Prudential Financial Prudential Financial is a company that specializes in financial services and investment management. | ||||
Founding Date | Founding Date 2009 | Founding Date 2010 | Founding Date 2008 | Founding Date 1984 | Founding Date 1985 | Founding Date 2010 | Founding Date 2011 | Founding Date 2006 | Founding Date 1875 |
Type | Type Private | Type Private | Type Public | Type Subsidiary | Type Subsidiary | Type Private | Type Public | Type Private | Type Public |
Tags | |||||||||
Locations | Locations Redwood City, US HQ Atlanta, US Chicago, US Dallas, US Dallas, US New York, US San Francisco, US | Locations New York, US HQ Irving, US | Locations Burlington, US HQ Melbourne, AU Toronto, CA Beijing, CN Hong Kong, HK Hyderabad, IN Dublin, IE see more | Locations Rockville, US HQ Canberra, AU Sydney, AU Brussels, BE Toronto, CA Copenhagen, DK Paris, FR see more | Locations West Hollywood, US HQ Burlington, CA Bengaluru, IN London, GB Carlsbad, US New York, US San Francisco, US see more | Locations Palo Alto, US HQ | Locations San Francisco, US HQ | Locations Newark, US HQ Buenos Aires, AR Sydney, AU Rio De Janeiro, BR Toronto, CA Santiago, CL Shanghai, CN see more | |
Employees | Employees 1,6582% increase | Employees 5922% increase | Employees 9764% decrease | Employees 1,2552% increase | Employees 3,200 | Employees 1,001 | Employees 4073% increase | Employees 129 | Employees 36,6074% decrease |
Valuation ($) | Valuation ($) N/A | Valuation ($) 800 m | Valuation ($) 4.8 b | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 44.7 b |
Financial | |||||||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $3.6b (FY, 2025) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $285m (Y, 2020) | Revenue (est.) $365m (FY, 2026) | Revenue (est.) N/A | Revenue (est.) $60.8b (FY, 2025) |
Cost of goods | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods $38m (FY, 2026) | Cost of goods N/A | Cost of goods $35.2b (FY, 2025) |
Gross profit | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit N/A | Gross profit $327m (FY, 2026) | Gross profit N/A | Gross profit $25.6b (FY, 2025) |
Net income | Net income N/A | Net income N/A | Net income $912.3m (FY, 2025) | Net income N/A | Net income N/A | Net income N/A | Net income ($42.1m) (FY, 2026) | Net income N/A | Net income $3.7b (FY, 2025) |
Operating ⚠ | |||||||||
Assets Under Management | Assets Under Management $3.4b (Dec, 2016) | Assets Under Management $32b (Mar, 2023) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $4t (May, 2021) | Assets Under Management $43b (Nov, 2023) | Assets Under Management N/A | Assets Under Management $1.5t (FY, 2023) |
Certifications | Certifications N/A | Certifications N/A | Certifications N/A | Certifications 1 (Apr, 2024) | Certifications 18 (Jun, 2023) | Certifications N/A | Certifications N/A | Certifications N/A | Certifications N/A |
Clients | Clients N/A | Clients N/A | Clients N/A | Clients 27 k (Apr, 2024) | Clients 3.4 k (Jun, 2023) | Clients 700 (May, 2021) | Clients N/A | Clients N/A | Clients N/A |
Countries | Countries N/A | Countries N/A | Countries 36 (FY, 2020) | Countries 30 (Apr, 2024) | Countries 15 (Jun, 2023) | Countries N/A | Countries N/A | Countries 4 (FY, 2017) | Countries 50 (FY, 2022) |
Customers | Customers N/A | Customers 775 k (Mar, 2023) | Customers N/A | Customers 315 (Apr, 2024) | Customers N/A | Customers N/A | Customers N/A | Customers N/A | Customers 50 m (FY, 2022) |
Partners | Partners N/A | Partners N/A | Partners N/A | Partners 36 (Apr, 2024) | Partners N/A | Partners N/A | Partners N/A | Partners $12 (FY, 2017) | Partners N/A |
Trademarks (US) | Trademarks (US) N/A | Trademarks (US) N/A | Trademarks (US) N/A | Trademarks (US) 1 (Apr, 2024) | Trademarks (US) N/A | Trademarks (US) N/A | Trademarks (US) 1 (Nov, 2023) | Trademarks (US) N/A | Trademarks (US) N/A |
Funding | |||||||||
Latest funding round | Latest funding round $ 50m (over 7 years ago) | Latest funding round $ 70m (almost 9 years ago) | Latest funding round N/A | Latest funding round N/A | Latest funding round N/A | Latest funding round N/A | Latest funding round N/A | Latest funding round $ 50.8m (almost 8 years ago) | Latest funding round N/A |
Total funding raised | Total funding raised $ 265.3m | Total funding raised $ 275m | Total funding raised $ 750m | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 54.1m | Total funding raised $ 204.5m | Total funding raised $ 122.8m | Total funding raised N/A |
For sources of this data, please see the company profile
View Company Profiles
Betterment
HQ
New York, US
Employees
592↑ 2% increase
Betterment is a financial advisory firm that provides investment management services.
View companyVirtu Financial
HQ
New York, US
Employees
976↓ 4% decrease
Virtu Financial provides market making and liquidity services to the financial markets worldwide.
View companyCharles River Development
HQ
Burlington, US
Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions.
View companyInstitutional Shareholder Services
HQ
Rockville, US
Institutional Shareholder Services (ISS) is a provider of corporate governance and responsible investment solutions, market intelligence, fund services, and editorial content for institutional investors and corporations.
View company