Personal Capital NPS & Customer Reviews | Comparably
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Personal Capital
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About Personal Capital's Brand

Among its major competitors, Personal Capital is ranked in 1st place for NPS while Wealthfront is 2nd, and Prudential is 3rd.

Brand at a Glance

72%
Customer Loyalty
3/5
Product Quality
2.9/5
Pricing
2.8/5
Customer Service

Personal Capital Ranking

Personal Capital NPS

Personal Capital's Net Promoter Score (NPS) is a 11 with 44% Promoters, 23% Passives, and 33% Detractors. Net Promoter Score tracks whether Personal Capital's customers would recommend using the product based on a scale of -100 to 100.

Personal Capital Overall NPS

11
NPS
44%Promoters
23%Passives
33%Detractors
Personal Capital Overall NPS

Personal Capital NPS Trend

-100
-50
0
50
100
Apr 2020
-100
Apr 2020-100
Aug 2020
-100
Aug 2020-100
Sep 2020
-66
Sep 2020-66
Aug 2021
-50
Aug 2021-50
Feb 2023
-20
Feb 2023-20
Apr 2024
0
Apr 20240
May 2024
13
May 202413
May 2025
25
May 202525
Nov 2025
11
Nov 202511

How Other Brands Compare

Personal Capital is ranked first for NPS among its competitors. Wealthfront and Prudential come in second and third, with Motif Investing coming in at #4.

Personal Capital's Logo
Personal Capital
Prudential's Logo
Prudential
Wealthfront's Logo
Wealthfront
Motif Investing's Logo
Motif Investing
Global Ranking#-#176#-#-
NPS11-410-
Social Sentiment Calculated by analyzing social media and other online mentions-Neutral--
Valuation Updated every 24 hours for public companies-$36.42B$900.00M$350.00M

What is NPS

Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"

Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.

Personal Capital NPS vs. Competitors

Compared to its competitors, Personal Capital's NPS is rated right above Wealthfront.

Personal Capital Customer Loyalty

72%

Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.

72% of Personal Capital users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"

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72
72%
28
28%
Personal Capital Customer Loyalty

Personal Capital Customer Loyalty vs. Competitors

Compared to its competitors, Personal Capital's Customer Loyalty score is rated right below SigFig.

COMPANYCustomer Loyalty Score
Wealthfront77%
Prudential75%
SigFig75%
Personal Capital72%

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Personal Capital Product Quality

3/5

Personal Capital has an overall Product Quality score of 3 out of 5 stars rated by its users and customers.

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Personal Capital Product Information

Personal Capital’s product quality score is a 3 out of 5 as rated by its users and customers.

Website
https://www.personalcapital.com
Company Size
1-10 Employees

Personal Capital Product Quality vs. Competitors

Compared to its competitors, Personal Capital's Product Quality score is rated right above SigFig, and is preceded by Prudential.

COMPANYProduct Quality Score
Wealthfront3.6/5
Prudential3.3/5
Personal Capital3/5
SigFig3/5

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Personal Capital Pricing

Personal Capital ROI & Value For Money

2.9/5

Personal Capital has a value for money and ROI score of 2.9 out of 5 stars rated by its users and customers.

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Personal Capital Pricing vs. Competitors

Compared to its competitors, Personal Capital's ROI score is rated right above SigFig, and is preceded by Prudential.

COMPANYPricing Score
Wealthfront3.7/5
Prudential3.2/5
Personal Capital2.9/5
SigFig2.9/5

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Personal Capital Customer Satisfaction (CSAT)

Personal Capital Customer Satisfaction (CSAT) Score

60 / 100

Personal Capital has an overall Customer Satisfaction score of 60 rated by its users and customers.

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Very Satisfied40%
Satisfied20%
Neither Satisfied nor Dissatisfied0%
Dissatisfied0%
Very Dissatisfied40%
Very Satisfied
40%
Satisfied
20%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
40%

What is Customer Satisfaction (CSAT) Score

Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.

Personal Capital Customer Satisfaction vs. Competitors

Compared to its competitors, Personal Capital's Customer Satisfaction score is rated right above Prudential, and is preceded by Wealthfront.

COMPANYCustomer Satisfaction (CSAT) Score
Wealthfront69%
Personal Capital60%
Prudential55%
SigFig43%

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Personal Capital Customer Service

2.8/5

Personal Capital has an overall Customer Service score of 2.8 out of 5 stars rated by its users and customers.

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About Personal Capital's Customer Service

Address

One Circle Star Way, First Floor, San Carlos, CA 94070


Website

https://www.personalcapital.com

Personal Capital Customer Service vs. Competitors

Compared to its competitors, Personal Capital's Customer Service score is rated right below SigFig.

COMPANYCustomer Service Score
Wealthfront3.5/5
Prudential3.2/5
SigFig3.1/5
Personal Capital2.8/5

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Personal Capital as an Employer

4.1/5

Personal Capital has a 4.1/5 stars for its overall company culture rated by their employees

  Personal Capital CEO
top
5%
CEO of Personal Capital

In the Top 5% of Similar Sized Companies on Comparably.

Consumer vs. Employees

Personal Capital scored a 11 for Net Promoter Score and a 25 for Employee Net Promoter Score. NPS gauges how likely a customer of Personal Capital would recommend the brand to a friend. ENPS measures how likely Personal Capital employees would recommend working at Personal Capital to a friend.

Net Promoter Score

11
NPS Score
44%Promoters
23%Passive
33%Detractors

Employee Net Promoter Score

25
eNPS Score
58%Promoters
9%Passive
33%Detractors

Global Ranking Snapshot

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