Personal Capital Competitors and Similar CompaniesClear all

Personal Capital's competitors and similar companies include Virtu Financial, Charles River Development, InvestCloud, SigFig and Prudential Financial.

	Personal Capital Personal Capital is an online investment advisory platform.	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.	InvestCloud InvestCloud is a cloud-based investment 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 2008	Founding Date 1984	Founding Date 2010	Founding Date 2006	Founding Date 1875
Type	Type Private	Type Public	Type Subsidiary	Type Private	Type Private	Type Public
Tags	Tags Financial Services Technology financial data financial management fintech investment management platform robo advisor	Tags Technology financial data fintech platform	Tags Technology enterprise software financial management fintech investment management platform	Tags Financial Services cloud platforms(PaaS)cloud storage compliance crm investment management	Tags Technology financial management fintech investment management platform	Tags Financial Services financial management investment management life insurance
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 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 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 9764% decrease	Employees 1,164	Employees 9941% increase	Employees 144	Employees 40,3662% increase
Valuation ($)	Valuation ($) N/A	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.) $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 $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 N/A	Assets Under Management N/A	Assets Under Management $4t (May, 2021)	Assets Under Management N/A	Assets Under Management $1.5t (FY, 2023)
Clients	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 36 (FY, 2020)	Countries 30 (Apr, 2024)	Countries N/A	Countries 4 (FY, 2017)	Countries 50 (FY, 2022)
Customers	Customers N/A	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 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 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 $ 750m	Total funding raised N/A	Total funding raised $ 54.1m	Total funding raised $ 122.8m	Total funding raised N/A