Personal Capital Competitors and Similar CompaniesClear all

Personal Capital's competitors and similar companies include Betterment, Virtu Financial, Charles River Development, Institutional Shareholder Services, SigFig and Prudential Financial.
Personal Capital
Personal Capital
Personal Capital is an online investment advisory platform.
Betterment
Betterment
Betterment is a financial advisory firm that provides investment management services.
Virtu Financial
Virtu Financial
Virtu Financial provides market making and liquidity services to the financial markets worldwide.
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.
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
2008
Founding Date
1984
Founding Date
1985
Founding Date
2006
Founding Date
1875
Type
Type
Private
Type
Private
Type
Public
Type
Subsidiary
Type
Subsidiary
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
New York, US HQ
Sydney, AU
Toronto, CA
Paris, FR
Hong Kong, HK
Dublin, IE
Singapore, SG
see more
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
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
1,5142% increase
Employees
5332% increase
Employees
9764% decrease
Employees
1,164
Employees
4,3431% increase
Employees
1443% increase
Employees
40,3662% increase
Valuation ($)
Valuation ($)
N/A
Valuation ($)
800 m
Valuation ($)
4.8 b
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.)
$2.3b (FY, 2023)
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
$54b (FY, 2023)
Net income
Net income
N/A
Net income
N/A
Net income
$263.9m (FY, 2023)
Net income
N/A
Net income
N/A
Net income
N/A
Net income
$2.5b (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
N/A
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
Clients
Clients
N/A
Clients
N/A
Clients
N/A
Clients
27 k (Apr, 2024)
Clients
3.4 k (Jun, 2023)
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
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
50 m (FY, 2022)
Partners
Partners
N/A
Partners
N/A
Partners
N/A
Partners
36 (Apr, 2024)
Partners
N/A
Partners
$12 (FY, 2017)
Partners
N/A

Funding

Latest funding round
Latest funding round
$ 50m (almost 6 years ago)
Latest funding round
$ 70m (over 7 years ago)
Latest funding round
N/A
Latest funding round
N/A
Latest funding round
N/A
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
$ 750m
Total funding raised
N/A
Total funding raised
N/A
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
533↑ 2% increase

Betterment is a financial advisory firm that provides investment management services.

View company
Virtu Financial
HQ
New York, US
Employees
976↓ 4% decrease

Virtu Financial provides market making and liquidity services to the financial markets worldwide.

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