Personal Capital Competitors and Similar CompaniesClear all

Personal Capital's competitors and similar companies include Betterment, Virtu Financial, Charles River Development, InvestCloud, Wealthfront 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.
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.
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
2010
Founding Date
2011
Founding Date
1875
Type
Type
Private
Type
Private
Type
Public
Type
Subsidiary
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
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
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
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
9941% increase
Employees
3643% increase
Employees
40,3662% increase
Valuation ($)
Valuation ($)
N/A
Valuation ($)
800 m
Valuation ($)
4.8 b
Valuation ($)
N/A
Valuation ($)
N/A
Valuation ($)
500 m
Valuation ($)
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.)
$285m (Y, 2020)
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
$4t (May, 2021)
Assets Under Management
$43b (Nov, 2023)
Assets Under Management
$1.5t (FY, 2023)
Clients
Clients
N/A
Clients
N/A
Clients
N/A
Clients
27 k (Apr, 2024)
Clients
700 (May, 2021)
Clients
N/A
Clients
N/A
Countries
Countries
N/A
Countries
N/A
Countries
36 (FY, 2020)
Countries
30 (Apr, 2024)
Countries
N/A
Countries
N/A
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)
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)
1 (Nov, 2023)
Trademarks (US)
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
$ 75m (almost 7 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
$ 54.1m
Total funding raised
$ 204.5m
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
InvestCloud
HQ
West Hollywood, US
Employees
994↑ 1% increase

InvestCloud is a cloud-based investment management platform.

View company