Personal Capital
Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients'_ best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service. "
Financial Services
200 - 500
Redwood City, CA, United States
About

Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment.

Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives.

We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money.

As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients'_ best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees.

Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service. "

Site Traffic
  • 14875 Global Rank
  • 2942
    United States
  • 4.94 M Estimated Visits
Traffic Sources
  • Direct
    67.71%
  • Mail
    13.33%
  • Search
    11.76%
  • Social
    5.27%
  • Display
    1.00%
  • Referrals
    0.94%
Geography Breakdown
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Alexa Traffic Data
Global Rank 3,741
14,640
United States Rank 765
1,860
United States Page Views 99.4%
12.0%
Top Countries
Top Search Keywords
  • Palm Beach
Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 10 SDKs
  • 4.68 Avg. Rating
  • 4.56 K Total reviews
  • App Url: https://itunes.apple.com/app/personal-capital/id504672168
  • App Support: https://support.personalcapital.com/home
  • Genre: Finance
  • Bundle ID: com.personalcapital.personalcapital
  • App Size: 69.4 M
  • Version: 13.0.2
  • Release Date: March 13th, 2012
  • Update Date: June 9th, 2021

Description:

Monitor all your investments, retirement, and finances with the only portfolio tracker you’ll ever need.

The Personal Capital Investing and Finance App - this is the smart way to track and manage your personal finance. Now you can see all your accounts in one place—bank accounts, stocks, retirement funds, and your investments. Use our Retirement Planner tool or become an investment client to get access to our financial advisors. This is more than a portfolio tracker, this is professional-grade tech to help you take control of your finances.

"Best App for Investors" - CNBC, 2021
"Best Financial App Award" for 2021 by Money Under 30
"Best for Portfolio Management" - for 2020 by Investopedia

START NOW FOR FREE
Join over 2.8 million people who use our free tools (as of 12/31/20).

MANAGE ALL YOUR ACCOUNTS IN ONE SECURE PLACE
With Personal Capital, you can see all of your accounts in one place. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard.

INTERACTIVE CASH FLOW TOOLS
The Cash Flow graph allows you to see your total income and total expenses across all of your accounts, month over month.

TRACK YOUR INVESTMENTS
See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.

PLAN FOR RETIREMENT
Build, manage, and forecast your retirement in one convenient place with your Retirement Planner.

PERSONAL CAPITAL FOR APPLE WATCH
Set a spending target and track it on the go. Quickly check your status by day, week, month, or year. Access your spending simply by checking the date.

WE DO NOT SELL YOUR PERSONAL INFORMATION
At Personal Capital, we keep your best interests in mind. This includes not selling your personal information. And if we share your information with third parties to help us deliver our services, we require that they don’t sell your personal information either. After all, nobody wants their contact information sold to telemarketers. Want to learn more about this? Please see our privacy policy at personalcapital.com/privacy-policy.

All visuals are illustrative only.

* For more information about Personal Capital's advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management. © 2021 Personal Capital Corporation, a wholly owned subsidiary of Empower Holdings, LLC. All rights reserved.

Daily Downloads Nov 01 - 30, 2024

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Joe356

Jun 04, 2021

Cool app!

Easy way to keep up with your net worth.

Pak Protector

Jun 04, 2021

Best free tool out there!

Love it. Best personal finance and investments app ever. Very useful and works well.

hfgffgfrtukhffv

Jun 04, 2021

Junk

Complete waste of time. Zestimate does not work and it won’t let you enter the number manually. My main checking account and credit card stopped working with the app. There is always at least one account that doesn’t work. They get that fixed and then another one pops up. Follow up is worse than a cable provider.

Sergey Saks

Jun 04, 2021

Zillow bug

It has been 3 months without a fix. This is ridiculously long for any development life cycle.

Alphababy

Jun 04, 2021

Clear Visuals

Love the design and simplicity to navigate around

Dolabaille

Jun 03, 2021

Excellent money management

A free and efficient way to get visuals of all ones account and develop a wholistic view of one’s financial status and movement
Launch Services
macOS Launch Services is an API that enables a running app to open other apps or their document files, similar to the Finder or the Dock.Launch Services eliminates apps having to query the Finder to open an app, document, or URL for them. The macOS Finder itself uses Launch Services to perform such tasks. Because the Finder performs no additional processing beyond calling Launch Services, any client using Launch Services for these purposes behaves identically to the Finder.
AVFoundation
The AV Foundation framework provides an Objective-C interface for managing and playing audio-visual media in iOS and OS X applications.
Core Foundation Framework
Core Foundation is a framework that provides fundamental software services useful to application services, application environments, and to applications themselves. Core Foundation also provides abstractions for common data types, facilitates internationalization with Unicode string storage, and offers a suite of utilities such as plug-in support, XML property lists, URL resource access, and preferences.
Core Graphics
The Core Graphics framework is based on the Quartz advanced drawing engine. It provides low-level, lightweight 2D rendering with unmatched output fidelity. You use this framework to handle path-based drawing, transformations, color management, offscreen rendering, patterns, gradients and shadings, image data management, image creation, and image masking, as well as PDF document creation, display, and parsing.
Core Location Framework
The Core Location framework lets you determine the current location or heading associated with a device. The framework uses the available hardware to determine the user’s position and heading. You use the classes and protocols in this framework to configure and schedule the delivery of location and heading events. You can also use it to define geographic regions and monitor when the user crosses the boundaries of those regions. In iOS, you can also define a region around a Bluetooth beacon.
Foundation Framework
The Foundation framework provides a base layer of functionality for apps and frameworks, including data storage and persistence, text processing, date and time calculations, sorting and filtering, and networking. The classes, protocols, and data types defined by Foundation are used throughout the macOS, iOS, watchOS, and tvOS SDKs.
MobileCoreServices
Use uniform type identifier (UTI) information to create and manipulate data that can be exchanged between your app and other apps and services using MobileCoreServices.
Quartz Core Framework
Allow users to browse, edit, and save images, using slideshows and Core Image filters.The Quartz Composer API supports processing and rendering graphical data and allows developers to create custom patches for the Quartz Composer developer tool. ImageKit provides user interface support for browsing, editing, and saving images, showing slideshows, and browsing and previewing Core Image filters. PDFKit is a technology that allows applications to display and manipulate PDF documents.
System Configuration F...
This collection of documents describes the programming interfaces of the System Configuration framework. The System Configuration framework provides functions that determine the reachability of target hosts in both a synchronous and an asynchronous manner. It also provides error detection facilities.
UIKit
The UIKit framework (UIKit.framework) provides the crucial infrastructure needed to construct and manage iOS apps. This framework provides the window and view architecture needed to manage an app’s user interface, the event handling infrastructure needed to respond to user input, and the app model needed to drive the main run loop and interact with the system.
Data sourced from MixRank, the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn More.
Ad Intelligence
  • Native
    14.14%
  • Standard
    61.11%
  • Direct
    24.75%
Ads Seen Recently
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Personal Capital receives up to 2.7M pageviews per day, in countries such as United States, India.

They are headquartered at Redwood City, CA, United States, and have 4 advertising & marketing contacts listed on Kochava. Personal Capital works with Advertising technology companies such as RadiumOne, DoubleClick.Net, Facebook Exchange FBX, AppNexus, AdRoll, Openads/OpenX, Rubicon Project, Right Media, Amazon Ad System, Rocket Fuel, Amazon Associates, Google Adsense, Google Remarketing, Facebook Custom Audiences, MaxPoint Interactive, Twitter Ads, Yahoo Small Business, Pubmatic, Yield Manager, AppNexus Segment Pixel, ContextWeb, Magnetic, Index Exchange, Tapad, GumGum, Criteo, DoubleClick Bid Manager, LinkedIn Ads, Bizo, The Trade Desk, adingo, Advertising.com, Adap.TV, C3 Metrics, Zedo, TripleLift, Polymorph, Taboola, IponWeb BidSwitch, Nativo, Nudge, Google Floodlight Counter, Simpli.fi, Podsights, StackAdapt, ExactTarget, Microsoft Advertising, Singular Labs, Impact, Network Solutions Ads, StackAdapt Retageting.