Personal Capital Competitors and Similar CompaniesClear all

Personal Capital's competitors and similar companies include Betterment, Charles River Development, Institutional Shareholder Services, InvestCloud, Wealthfront, SigFig and Prudential Financial.
Personal Capital
Personal Capital
Personal Capital is an online investment advisory platform.
Betterment
Betterment
Betterment is a company providing an investing and savings app that serves individual investors, advisors, and businesses.
Charles River Development
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
Institutional Shareholder Services (ISS) is a company that provides corporate governance and investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations.
InvestCloud
InvestCloud
InvestCloud is a cloud-based investment management platform.
Wealthfront
Wealthfront
Wealthfront is a financial technology company that develops an automated wealth management platform.
SigFig
SigFig
SigFig (also known as Nvest, formerly known as Wikinvest) is a company developing platforms for financial institutions.
Prudential Financial
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
1984
Founding Date
1985
Founding Date
2010
Founding Date
2011
Founding Date
2006
Founding Date
1875
Type
Type
Private
Type
Private
Type
Subsidiary
Type
Subsidiary
Type
Private
Type
Private
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
1,4841% increase
Employees
5251% increase
Employees
1,161
Employees
4,3146% decrease
Employees
984
Employees
3533% increase
Employees
1401% increase
Employees
40,3662% increase
Valuation ($)
Valuation ($)
N/A
Valuation ($)
800 m
Valuation ($)
N/A
Valuation ($)
N/A
Valuation ($)
N/A
Valuation ($)
500 m
Valuation ($)
N/A
Valuation ($)
43 b

Financial

Revenue (est.)
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
$285m (Y, 2020)
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
$54b (FY, 2023)

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
$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
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
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
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
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
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)
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 5 years ago)
Latest funding round
$ 70m (about 7 years ago)
Latest funding round
N/A
Latest funding round
N/A
Latest funding round
N/A
Latest funding round
$ 75m (almost 7 years ago)
Latest funding round
$ 50.8m (over 6 years ago)
Latest funding round
N/A
Total funding raised
Total funding raised
$ 265.3m
Total funding raised
$ 275m
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
525↑ 1% increase

Betterment is a company providing an investing and savings app that serves individual investors, advisors, and businesses.

View company
Charles River Development
HQ
Burlington, US

Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions.

View company
Institutional Shareholder Services
HQ
Rockville, US

Institutional Shareholder Services (ISS) is a company that provides corporate governance and investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations.

View company
InvestCloud
HQ
West Hollywood, US
Employees
984

InvestCloud is a cloud-based investment management platform.

View company