Personal Capital

personalcapital.com

Business Website
https://personalcapital.com 301
 → 
https://www.personalcapital.com/ 200

Summary

This business provides a suite of personal finance tools and wealth management services aimed at helping individuals manage their finances effectively. It offers features such as net worth tracking, retirement planning, investment checkups, and fee analysis. The target market includes individuals seeking to improve their financial health and investment strategies, with a focus on personalized financial advice and management. The business model emphasizes free financial tools alongside advisory services for a fee, catering to a diverse clientele interested in both self-directed and guided financial management.

Personal Capital Competitors

Based on content on personalcapital.com

Origin

useorigin.com

Financial Technology and Wealth Management

Quicken

quicken.com

Menlo Park, CA

Personal finance and money management software.

Minich MacGregor Wealth Management

mmwealth.com

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GeVestor Financial Publishing Group

gevestor.de

Germany

Financial Publishing and Investment Services

MoneyGuide

moneyguidepro.com

Powhatan, VA

Financial Technology and Services

VNDIRECT

vndirect.com.vn

Hanoi, Vietnam

Financial Services

Envestnet

envestnet.com

Financial Technology and Wealth Management

FinRust

finrust.nl

Apeldoorn, Netherlands

Financial Services

Insoro

insoro.com

Financial Services

Swiss Life Select

swisslife-select.ch

Zug, CH

Financial Services

Mission Wealth

missionwealth.com

Santa Barbara, California

Financial Planning and Wealth Management

Baird Wealth

bairdwealth.com

Milwaukee, Wisconsin

Wealth Management and Financial Services

IG Wealth Management

ig.ca

Winnipeg, Manitoba

Financial Services

Exos Financial

exosfinancial.com

Phoenix, AZ

Financial Services

Intuit

intuit.com

Mountain View, California

Financial Technology

Tradvice

tradvice.com

Financial Services

Prime Capital Investment Advisors

pciawealth.com

Overland Park, KS

Financial Services

アイデアルスマート

ideal-smart.co.jp

Kobe, Hyogo

Financial Consulting

inStream Wealth

instreamwealth.com

Financial Technology and Wealth Management

Facet

facet.com

Baltimore, MD

Financial Services

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Checks

8 of 8 checks passed

1 year of history
SSL Certificate
Sanctioned country check
Not parked domain
Website has content
Domain has email MX DNS records
English content
Website is not blocked

Personal Capital Business Summary

Label

Value

Active Dates

23.7 years — Since Apr 2001

Web Hosting

Platform

E-Mail Provider

Proofpoint

NAICS Code

523930

SIC 4 Digit Code

6282

SIC 2 Digit Code

62

Industry

1. Financial Technology and Wealth Management

2. Investment Advice

Vendors

Vendor

Source

Microsoft

TXT Record

Atlassian

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Mixpanel

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Stripe

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Salesforce

TXT Record

ZenDesk

TXT Record

Wayback Machine History

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