The 12 closest competitors and alternatives to Personal Capital Corp among fintech companies — ranked by similarity to what Personal Capital Corp actually does, not by market-cap band.
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Personal Capital Corporation operated a U.S. digital wealth-management and financial-planning platform serving individual investors. Its services included investment management, financial planning, and tools for aggregating and analyzing personal financial accounts; the business was acquired by Empower Retirement in 2020 and became associated with Empower Personal Wealth.
Personal Capital Corp is a fintech company headquartered in United States. Its most recent funding round raised $50M in January 2019.
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| — | $50M | 1 named | |
| SEC Form D filing | $16.6M | — | |
| SEC Form D filing | $37.1M | — | |
| SEC Form D filing | $50M | — | |
| — | $75M | 1 named | |
| — | $25M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ranked by semantic similarity — how close each company is to Personal Capital Corp by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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FutureAdvisor is a U.S.-based digital investment advisory company that provides automated portfolio management and financial-planning tools, primarily for individual investors. BlackRock acquired the company in 2015.
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eMoney Advisor provides scalable financial planning software, client portals, and data aggregation tools for financial advisors and institutions.
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OpenInvest was a U.S. fintech company that provided technology for customizable, values-based investment portfolios, including direct indexing and ESG-focused strategies. It primarily served financial advisors and asset managers, and was acquired by J.P. Morgan in 2021.
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Pontera provides financial technology infrastructure that allows wealth management advisors to connect, manage, and report on workplace retirement accounts like 401(k)s and 403(b)s. The platform enables financial professionals to offer holistic portfolio management, optimize asset allocation, and streamline compliance for held-away assets.
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Vestwell provides a digital savings and investment platform that enables businesses, financial advisors, and partners to offer workplace benefit programs. The platform supports various retirement plans, education savings accounts, emergency funds, and other financial benefits for employers, employees, and individual savers.
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Wealthfront Corporation operates as a privately held asset management firm. While primarily serving individual investors, its client base also extends to high-net-worth individuals, charitable organizations, and corporate entities. The company builds portfolios by allocating capital to public equity and fixed income funds, alongside various mutual funds and exchange-traded funds (ETFs). All investment decisions are informed by its proprietary, in-house research. Headquartered in Redwood City, California, with an additional presence in Palo Alto, California, the firm was formerly known as Wealthfront Inc.
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SigFig is a U.S. fintech company that provides digital wealth-management technology, including automated investing, portfolio management, financial advice, and analytics. It primarily serves banks, broker-dealers, and other financial institutions seeking to offer digital investment services to their customers.
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Betterment is a financial technology company that provides automated investing and financial planning services. Headquartered in New York, NY, it aims to help users grow their money by making saving and investing easy through tailored portfolios and goal-based savings.
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Acorns provides a financial technology platform that offers automated investing, retirement accounts, checking and savings services, and financial education tools for individuals and families. The company's mobile application allows users to invest spare change, manage allowances for children, and grow their wealth through diversified portfolios and automated money management features.
Financial Technology / WealthTech
Envestnet Tamarac provides a comprehensive wealth management technology platform including trading, reporting, billing, and CRM tools for registered investment advisors (RIAs).
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Addition Wealth is an AI-powered financial wellness platform headquartered in New York, NY. The company provides personalized financial expertise and education, making financial planning tools inclusive and accessible through modern technology.
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Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
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