Review (March 2024)

Take control of your finances with personal capital's personal finance tools. get access to wealth management services and free financial management tools.

22.4M

Estimated Revenue

4.41M

Website Visitors

4.2/5

Trustpilot Score

What do we know about Personal Capital?

Estimated Revenue (2020)

$22.4M

Total Funding

$265.3M

Total Employees

1100

Founded

2009

Industry

Financial Services

Last Funding Date

Series F Feb 2019

Location

Redwood City, United States

About

Personal Capital: Take control of your finances with Personal Capital. Get access to insight-driven wealth management services and free online financial management tools.

Social Links

Alexa Ranking: 3025

What is Personal Capital's Revenue?

Personal Capital's estimated revenue for 2023 is $22.4M.

What does Personal Capital do?

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. Transform how you track and manage your financial life with Personal Capital.

What are the monthly traffic metrics for Personalcapital?

6/mo Traffic Growth

-17.60%

All Time Traffic Growth

Create Free Account

Monthly Hits

4M

Time on Site

5.7Mins

Bounce Rate

34%

How fast is Personalcapital growing?

Personalcapital has grown by -33.7% in the last 6 months according to SimilarWeb.

How do people interact with Personalcapital?

Last month, Personalcapital received 4M visitors who spent an average of 5.7 minutes on the website and visited 4.0 different pages per session. Overall, 34% of people bounce on the first visit.

How do people find Personalcapital?

3M people (67%) visit Personalcapital directly. 523.2k (12%) people search for them in Google. Whereas, 255.8k (6%) discover Personalcapital through Facebook, Reddit, and YouTube. 569.7k (13%) visitors come from Personalcapital's email newsletters. Finally, 42.7k (1.0%) people come from affiliates and or paid referrals.

Who uses Personalcapital?

Personalcapital's top market is the United States and they receive 4.3M (97.1%) people.
Then the 2nd is India with 12.6k (0.3%).
The 3rd is is Mexico with 12.5k (0.3%).

Traffic Growth (last 6 months)

All Traffic Source

Country Share

Traffic Growth (last 12 months)

See 12/mo Traffic Stats

What are Personalcapital's ads on Google?

Google Ads

Personal Capital® | PersonalCapital.com‎

https://www.personalcapital.com/get-started

Join 1.9+ Million People Using Personal Capital To Transform Their Financial Life.

Personal Finance - Free Online Financial Tools

https://www.personalcapital.com/financial-software-v2

Join 3+ Million People Experiencing The Personal Capital Difference As Of 6/30/21. Personalized Financial Advice and Free Financial Tools. Sign Up in Seconds! All Accounts in One Place. Full Fiduciary Commitment. Personal Advisor Support.

Personal Finance - Free Online Financial Tools

https://www.personalcapital.com/financial-software-v2

Join 3+ Million People Experiencing The Personal Capital Difference As Of 5/31/21. Personalized Financial Advice and Free Financial Tools. Sign Up in Seconds! Personal Advisor Support. All Accounts in One Place. Full Fiduciary Commitment.

Online Personal Finance | Data-Driven Money Tools‎

https://www.personalcapital.com/financial-software

Easy, Personalized Money Management Tools. Sign Up in Seconds, It's Free! All Accounts in One Place. Personal Advisor Support. Full Fiduciary Commitment. Services: Investment Strategies, Tax Optimization, College Savings, Retirement Planning.

Online Portfolio Tracker | Transform Your Financial Life‎

https://www.personalcapital.com/sign-up/portfolio-tracking

Join 2+ Million People Using Personal Capital To Improve Their Financial Lives. Easy & Convenient Portfolio Tracking. Free Investment Checkup. Start Now! Personal Advisor Support. Full Fiduciary Commitment. All Accounts in One Place.

What do Personalcapital's customers say about them?

Review Score

4.2/5

Total Reviews

648

Info

Personal Capital

[email protected]

8558558005

Redwood City

5 Star
50.0%
4 Star
30.0%
3 Star
5.0%
2 Star
5.0%
1 Star
10.0%
Read reviews that mention
Scott

Customer support

Reviewed on 2021-04-07T15:02:15

I started with the online platform two weeks ago...no advisor services needed. At first I was very impressed with the interface and ease of linking accounts.....then it changed.I have had trouble linking two accounts and have submitted web tickets and support emails for a resolution....I'm still waiting. If their support response time is any indication of the service they provide, be wary. I am truly disappointed as I am looking for an alternative to Quicken after 20 years. I'll give it another day or so and then I will be forced to move on. UPDATE: Only two hours after a negative review, I get a response. The response is to submit a support email...which, as I stated, I've done several times. It's disappointing that it took a review to get someone's attention. I really want to like this product. I will update this review as needed.
read more
Candice Schwartz

I do recommend personal capital

Reviewed on 2021-04-05T18:30:14

I have used PC for 2 years now. It has assisted me in sticking to my planned budget and get a realistic,live picture of where my spending and finances are at. I sometimes get a little frustrated when there is a delay in transactions posting because I cannot immediately update the categories at times. Other than this, I really enjoy personal capital and it is very user friendly. Because it is free it also makes it amazing value!
read more
Manoharan Madhavan

Looks great so far!

Reviewed on 2021-03-23T23:52:07

Looks great so far!. Thanks for the excellent service
Chris Morrison

If I could rate it zero stars I would

Reviewed on 2021-03-21T15:02:13

If I could rate it zero stars I would. PC business model is not any better than a robo advisor except they charge a hefty advisory fee while your money sits in ETFs.After speaking with the salesman to initially transfer my accounts I was assigned to the advisory TEAM and told to contact them for questions, issues, and support. I spoke with at least 6 PC personnel to get up and running, some better than others, but it is a task to get someone on the phone and you are never guaranteed to speak to the same advisor if you have below $250,000. How is that personal attention (which was promised during my initial calls) The advisory team sold all positions regardless of being positive for several years to put my whole portfolio in ETFs. They would not consider leaving current positions and investing new money in ETFs. Furthermore, when asked how monthly allotment of 350 would be auto invested I got a chuckle from the advisor on the phone as if that little amount was not good enough for their time. Finally, after transferring my accounts back out I have lost the ability to see my remaining accounts. If you receive a call from the PC sales team, hang up quickly or let them know you are not interested in paying fees to park your money in ETFs. Unprofessional and extremely misleading financial services company.
read more
Ashley Paulus

Personal capital has been a game changer!

Reviewed on 2021-03-20T18:19:54

Personal capital has been a game changer for tracking net finances and networth. Not only does it letyou set financial goals for retirement but it allows you to track all your accounts so you can really see where you’re at financially with your networth. I highly recommend this financial app to anyone who wants something organized & easy to manage!
read more
Charles

Fantastic syncing of accounts across…

Reviewed on 2021-03-09T19:31:44

Fantastic syncing of accounts across the board. Must work on syncing crypto accounts (Coinbase, Celsius,Kraken, etc.) and do a better job of syncing with US Government accounts (TSP, namely).
read more
Alex Tudor

Personal Capital is my one stop shop…

Reviewed on 2021-03-02T21:19:56

Personal Capital is my one stop shop for managing finances! Consolidating reporting for all my accountsacross multiple platforms and providing me the ability to see my portfolio as a whole but also drill down when I want to. Its been so helpful and easy to use that I have even been able to convince my wife to use it!
read more
Nick

My favorite all in one tool

Reviewed on 2021-02-27T20:13:21

My favorite all in one place tool that helps me manage my accounts in a clear and concise way!

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