Personal Capital Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Personal Capital's estimated annual revenue is currently $233.9M per year.(i)
  • Personal Capital's estimated revenue per employee is $185,900
  • Personal Capital's total funding is $265.3M.

Employee Data

  • Personal Capital has 1258 Employees.(i)
  • Personal Capital grew their employee count by -10% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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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.



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Revenue (est)


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Personal Capital News

2022-04-20 - We Owe it to Consumers to Foster Financial Literacy

Access for folks who may not have excess personal capital is a great step in increasing stock market accessibility (the symptom), but educating...

2022-04-20 - How Fintechs Could Take Over the 401(k) Industry

... additional help as there is more access and trust at work than the B2C market, which is why Empower Retirement bought Personal Capital.

2022-03-30 - Personal Capital from Empower review

Personal Capital has a free account to view your net worth, set a budget, and plan savings. Where the company makes its money is if you sign up...

2021-08-04 - Not Feeling Financially "Well?" Believe it or Not, it Could Make You Physically Sick

August 4, 2021 6 min read This story originally appeared on MarketBeat Feeling kind of sick these days? (And it has nothing to do with airborne viruses?) It might have everything to do with how well you feel financially. According to research conducted by Personal Capital, "financial wellness" ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding