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Personal Capital is

Ranked

#78

Banking and Financial Services Brands

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Personal Capital

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Personal Capital

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Personal Capital is ranked #78 in Banking and Financial Services Brands

About Personal Capital's Brand

Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. Personal Capital’s brand is ranked #970 in the list of Global Best Brands, a carefully curated list of recognized brands as rated by customers of Personal Capital. When compared to other organizations within the Banking and Financial Services industry, Personal Capital is ranked #78. Among its major competitors, Personal Capital is ranked in 3rd place for NPS while Betterment is 1st, and Upstart is 2nd. Overall, Personal Capital has a neutral social sentiment, when analyzing social media channels and online mentions.

Brand at a Glance

78%

Customer Loyalty

3.4/5

Product Quality

3.5/5

Pricing

3.5/5

Customer Service

Personal Capital Ranking

^#78 in Banking and Financial Services
^#3 / 4 of its competitors

Personal Capital NPS

Personal Capital's Net Promoter Score (NPS) is a -1 with 32% Promoters, 35% 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

-1

NPS

32%	Promoters
35%	Passives
33%	Detractors

Personal Capital NPS Trend

-100

-50

100

Summary	Date	Score
Jun 2023 2	Jun 2023	2
Jul 2023 -3	Jul 2023	-3
Aug 2023 -6	Aug 2023	-6
Sep 2023 -6	Sep 2023	-6
Nov 2023 -9	Nov 2023	-9
Dec 2023 -5	Dec 2023	-5
Feb 2024 -6	Feb 2024	-6
Mar 2024 -6	Mar 2024	-6
Apr 2024 -5	Apr 2024	-5
May 2024 -3	May 2024	-3
Dec 2024 -2	Dec 2024	-2
Feb 2025 -1	Feb 2025	-1

How Other Brands Compare

Personal Capital is ranked third for NPS among its competitors. Betterment and Upstart come in first and second, with Credit Karma coming in at #4.

	Personal Capital	Betterment	Credit Karma	Upstart
Global Ranking	#970	#830	#-	#-
NPS	-1	38	-45	16
Social Sentiment Calculated by analyzing social media and other online mentions	Neutral	-	Neutral	-
Valuation Updated every 24 hours for public companies	-	$800.00M	$4.00B	$750.00M

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 by Gender

Female customers rated Personal Capital's NPS 43 points higher than Male customers.

Male

-10

Personal Capital's NPS was rated -10 by Male customers on Comparably.

32%

Promoters

26%

Passives

42%

Detractors

Female

Personal Capital's NPS was rated 33 by Female customers on Comparably.

33%

Promoters

67%

Passives

Detractors

Personal Capital NPS by Ethnicity

Personal Capital's NPS was rated the highest by Other customers, and the lowest by Caucasian customers.

-100

-50

100

Summary	Ethnicity	Score
Caucasian -11	Caucasian	-11
African American/Black 0	African American/Black	0
Other 25	Other	25

Personal Capital NPS by Age

Personal Capital's NPS was rated the highest by customers ages 41-45, and the lowest by customers ages 36-40.

100

Summary

Age

Promoters

Passives

Detractors

26-30

67%

33%

36-40

67%

33%

41-45

67%

33%

46-50

50%

51-55

50%

25%

56-60

33%

34%

33%

66+

20%

60%

20%

Personal Capital NPS by Usage

Personal Capital's NPS was rated the highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

-100

-50

100

Summary	Usage	Score
Less than 1 Year -16	Less than 1 Year	-16
1 to 2 Years 100	1 to 2 Years	100
2 to 5 Years -7	2 to 5 Years	-7
5 to 10 Years 0	5 to 10 Years	0

Personal Capital NPS vs. Competitors

Compared to its competitors, Personal Capital's NPS is rated right above Credit Karma, and is preceded by Questis.

COMPANY		NPS Score
	Betterment	38
	Upstart	16
	MyVest	N/A
	Questis	N/A
	Personal Capital	-1
	Credit Karma	-45
	LearnVest	-100

Personal Capital NPS vs Companies in Banking and Financial Services

In the Banking and Financial Services industry, Personal Capital's NPS is rated right below USAA.

COMPANY		NPS Score
	Visa	32
	JPMorgan Chase & Co	31
	Mastercard	27
	Stripe	26
	Block	25
	American Express	18
	PayPal	9
	USAA	7
	Personal Capital	-1

Personal Capital Customer Reviews

Out of the 9 Personal Capital customer reviews 7 were positive and 2 were constructive. Personal Capital customer reviews reflect that more than half of the customers have a favorable experience using the products/services of the company.

All Reviews

Positive Reviews

Constructive Reviews

Personal Capital Customer Loyalty

78%

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.

78% of Personal Capital users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"

Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"

78%

22%

Personal Capital Customer Loyalty Score by Gender

Female customers rated Personal Capital's Customer Loyalty score 24% higher than Male customers.

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Male

76%

Yes

Female

100%

Yes

Personal Capital Customer Loyalty Score by Ethnicity

Personal Capital's Customer Loyalty score was rated the highest by Other customers, and the lowest by African American/Black customers.

% who answered "Yes"

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out of 100

Caucasian

out of 100

African American/Black

100

out of 100

Other

Personal Capital Customer Loyalty Score by Age

Personal Capital's Customer Loyalty score was rated the highest by customers ages 36-40, and the lowest by customers ages 46-50.

Sign Up for Brand Profile PRO to get the full Customer Loyalty by Age data of Personal Capital.

20%

40%

60%

80%

100%

Summary	Age	Score
26-30 70%	26-30	70%
36-40 100%	36-40	100%
41-45 100%	41-45	100%
46-50 55%	46-50	55%
51-55 100%	51-55	100%
56-60 70%	56-60	70%
66+ 100%	66+	100%

Personal Capital Customer Loyalty Score by Usage

Personal Capital's Customer Loyalty score was rated the highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	70%
1 to 2 Years	100%
2 to 5 Years	83%
5 to 10 Years	100%

Personal Capital Customer Loyalty Score by Industry

Personal Capital's Customer Loyalty score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.

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Tech	64%
Banking and Financial Services	78%

Personal Capital Customer Loyalty vs. Competitors

Compared to its competitors, Personal Capital's Customer Loyalty score is rated right above Credit Karma.

COMPANY		Customer Loyalty Score
	Personal Capital	78%
	Credit Karma	78%
	Betterment	76%
	Upstart	74%
	LearnVest	N/A
	MyVest	N/A
	Questis	N/A

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Customer Loyalty for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Personal Capital's Customer Loyalty score is rated right above Mastercard, and is preceded by PayPal.

COMPANY		Customer Loyalty Score
	USAA	87%
	American Express	85%
	Visa	84%
	JPMorgan Chase & Co	83%
	PayPal	79%
	Personal Capital	78%
	Mastercard	78%
	Stripe	77%
	Block	76%

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Personal Capital Product Quality

3.4/5

Personal Capital has an overall Product Quality score of 3.4 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 3.4 out of 5 as rated by its users and customers. Reviewers from the Tech industry rated Personal Capital's product the highest. Reviewers from the Banking and Financial Services industry rated Personal Capital the lowest at 1.9.

Website: http://www.personalcapital.com

Company Size: 501-1,000 Employees

Industry

Tech

FinTech

Quick Insights into Personal Capital Product Quality

Personal Capital's Product Quality score was rated highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and rated lowest by customers from the Banking and Financial Services industry.

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Ranked Personal Capital Product Quality the Highest

1 to 2 Years	5
41-45	4.3
Female	4

Ranked Personal Capital Product Quality the Lowest

Other	3.4
36-40	3.1
Banking and Financial Services	1.9

Personal Capital Product Quality Score by Gender

Female customers rated Personal Capital's Product Quality score 0.6 stars higher than Male customers.

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Male

3.4/5

Female

4/5

Personal Capital Product Quality Score by Ethnicity

Personal Capital's Product Quality score was rated the highest by African American/Black customers, and the lowest by Other customers.

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Summary	Ethnicity	Score
Caucasian 3.6	Caucasian	3.6
African American/Black 3.8	African American/Black	3.8
Other 3.4	Other	3.4

Personal Capital Product Quality Score by Age

Personal Capital's Product Quality score was rated the highest by customers ages 41-45, and the lowest by customers ages 36-40.

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Summary	Age	Score
26-30 3.1	26-30	3.1
36-40 3.1	36-40	3.1
41-45 4.3	41-45	4.3
46-50 3.5	46-50	3.5
51-55 3.6	51-55	3.6
56-60 3.5	56-60	3.5
66+ 3.9	66+	3.9

Personal Capital Product Quality Score by Usage

Personal Capital's Product Quality score was rated the highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and the lowest by customers with 2 to 5 Years of usage.

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Less than 1 Year	3.5
1 to 2 Years	5
2 to 5 Years	3.4
5 to 10 Years	3.8

Personal Capital Product Quality Score by Industry

Personal Capital's Product Quality score was rated the highest by Tech industry customers, and the lowest by Banking and Financial Services industry customers.

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Tech	3.3
Banking and Financial Services	1.9

Personal Capital Product Quality vs. Competitors

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

COMPANY		Product Quality Score
	LearnVest	5/5
	Upstart	4/5
	Betterment	3.9/5
	Personal Capital	3.4/5
	Credit Karma	2.1/5
	MyVest	N/A
	Questis	N/A

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Product Quality for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Personal Capital's Product Quality score is rated right above USAA, and is preceded by PayPal.

COMPANY		Product Quality Score
	Visa	4.1/5
	JPMorgan Chase & Co	4/5
	Mastercard	4/5
	Stripe	3.8/5
	Block	3.6/5
	American Express	3.5/5
	PayPal	3.5/5
	Personal Capital	3.4/5
	USAA	3.3/5

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Personal Capital Pricing

Personal Capital ROI & Value For Money

3.5/5

Personal Capital has a value for money and ROI score of 3.5 out of 5 stars rated by its users and customers.

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Personal Capital Pricing Plans

Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Banking and Financial Services industry. The users from the Tech industry think that they had the lowest ROI from Personal Capital.

Quick Insights into Personal Capital ROI

Personal Capital's ROI score was rated highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and rated lowest by customers from the Tech industry.

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Ranked Personal Capital ROI the Highest

1 to 2 Years	4.8
41-45	4.5
Female	4.2

Ranked Personal Capital ROI the Lowest

Less than 1 Year	3.1
26-30	3
Tech	3

Personal Capital ROI Score by Gender

Female customers rated Personal Capital's ROI score 0.8 stars higher than Male customers.

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Male

3.4/5

Female

4.2/5

Personal Capital ROI Score by Ethnicity

Personal Capital's ROI score was rated the highest by African American/Black customers, and the lowest by Other customers.

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Summary	Ethnicity	Score
Caucasian 3.5	Caucasian	3.5
African American/Black 3.6	African American/Black	3.6
Other 3.4	Other	3.4

Personal Capital ROI Score by Age

Personal Capital's ROI score was rated the highest by customers ages 41-45, and the lowest by customers ages 26-30.

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Summary	Age	Score
26-30 3	26-30	3
36-40 3.8	36-40	3.8
41-45 4.5	41-45	4.5
46-50 3.6	46-50	3.6
51-55 3.6	51-55	3.6
56-60 3.8	56-60	3.8
66+ 3.4	66+	3.4

Personal Capital ROI Score by Usage

Personal Capital's ROI score was rated the highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	3.1
1 to 2 Years	4.8
2 to 5 Years	3.5
5 to 10 Years	4.3

Personal Capital ROI Score by Industry

Personal Capital's ROI score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.

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Tech	3
Banking and Financial Services	3.2

Personal Capital Pricing vs. Competitors

Compared to its competitors, Personal Capital's ROI score is rated right above Credit Karma, and is preceded by Upstart.

COMPANY		Pricing Score
	Betterment	3.8/5
	Upstart	3.7/5
	Personal Capital	3.5/5
	Credit Karma	2/5
	LearnVest	N/A
	MyVest	N/A
	Questis	N/A

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ROI for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Personal Capital's ROI score is rated right above PayPal, and is preceded by Block.

COMPANY		Pricing Score
	Visa	3.9/5
	JPMorgan Chase & Co	3.9/5
	Mastercard	3.9/5
	Stripe	3.7/5
	Block	3.6/5
	Personal Capital	3.5/5
	PayPal	3.4/5
	American Express	3.3/5
	USAA	3.2/5

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Personal Capital Customer Satisfaction (CSAT)

Personal Capital Customer Satisfaction (CSAT) Score

58 / 100

Personal Capital has an overall Customer Satisfaction score of 58 rated by its users and customers.

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Very Satisfied	24%
Satisfied	34%
Neither Satisfied nor Dissatisfied	13%
Dissatisfied	21%
Very Dissatisfied	8%

Very Satisfied

24%

Satisfied

34%

Neither Satisfied nor Dissatisfied

13%

Dissatisfied

21%

Very Dissatisfied

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.

Quick Insights into Personal Capital Customer Satisfaction

Personal Capital's Customer Satisfaction score was rated highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and rated lowest by customers from the Banking and Financial Services industry.

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Ranked Personal Capital Customer Satisfaction the Highest

1 to 2 Years	100%
Female	100%
66+	80%

Ranked Personal Capital Customer Satisfaction the Lowest

Less than 1 Year	60%
46-50	50%
Banking and Financial Services	33%

Personal Capital Customer Satisfaction Score by Gender

Female customers rated Personal Capital's Customer Satisfaction score 36 points higher than Male customers.

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64 / 100

Male

	Very Satisfied	32%
	Satisfied	32%
	Neither Satisfied nor Dissatisfied	11%
	Dissatisfied	14%
	Very Dissatisfied	11%

100 / 100

Female

	Very Satisfied	33%
	Satisfied	67%
	Neither Satisfied nor Dissatisfied	0%
	Dissatisfied	0%
	Very Dissatisfied	0%

Personal Capital Customer Satisfaction Score by Ethnicity

CSAT according to Caucasian

Personal Capital's Customer Satisfaction (CSAT) score was rated 69% according to Caucasian users and customers.

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69 / 100

Very Satisfied	25%
Satisfied	44%
Neither Satisfied nor Dissatisfied	6%
Dissatisfied	19%
Very Dissatisfied	6%

Very Satisfied

25%

Satisfied

44%

Neither Satisfied nor Dissatisfied

Dissatisfied

19%

Very Dissatisfied

CSAT according to African American/Black

Personal Capital's Customer Satisfaction (CSAT) score was rated 67% according to African American/Black users and customers.

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67 / 100

Very Satisfied	33%
Satisfied	34%
Neither Satisfied nor Dissatisfied	33%
Dissatisfied	0%
Very Dissatisfied	0%

Very Satisfied

33%

Satisfied

34%

Neither Satisfied nor Dissatisfied

33%

Dissatisfied

Very Dissatisfied

CSAT according to Other

Personal Capital's Customer Satisfaction (CSAT) score was rated 75% according to Other users and customers.

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75 / 100

Very Satisfied	25%
Satisfied	50%
Neither Satisfied nor Dissatisfied	0%
Dissatisfied	0%
Very Dissatisfied	25%

Very Satisfied

25%

Satisfied

50%

Neither Satisfied nor Dissatisfied

Dissatisfied

Very Dissatisfied

25%

Personal Capital Customer Satisfaction Score by Age

Personal Capital's Customer Satisfaction score was rated the highest by customers ages 66+, and the lowest by customers ages 46-50.

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100

Breakdown

Age

Score

46-50

50%

51-55

75%

56-60

67%

66+

80%

Personal Capital Customer Satisfaction Score by Usage

Personal Capital's Customer Satisfaction score was rated the highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	60
1 to 2 Years	100
2 to 5 Years	67

Personal Capital Customer Satisfaction Score by Industry

Personal Capital's Customer Satisfaction score was rated the highest by Tech industry customers, and the lowest by Banking and Financial Services industry customers.

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Tech	60
Banking and Financial Services	33

Personal Capital Customer Satisfaction vs. Competitors

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

COMPANY		Customer Satisfaction (CSAT) Score
	LearnVest	100%
	Betterment	87%
	Upstart	76%
	Personal Capital	58%
	Credit Karma	21%
	MyVest	0%
	Questis	0%

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Customer Satisfaction for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Personal Capital's Customer Satisfaction score is rated right above USAA, and is preceded by American Express.

COMPANY		Customer Satisfaction (CSAT) Score
	Visa	82%
	Mastercard	79%
	JPMorgan Chase & Co	77%
	Stripe	68%
	PayPal	64%
	Block	63%
	American Express	62%
	Personal Capital	58%
	USAA	30%

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Personal Capital Customer Service

3.5/5

Personal Capital has an overall Customer Service score of 3.5 out of 5 stars rated by its users and customers.

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About Personal Capital's Customer Service

Address

Fully Remote, Denver, CO 80020

Website

http://www.personalcapital.com

Phone Number

(855) 855-8005

Personal Capital's Social Links

Quick Insights into Personal Capital Customer Service

Personal Capital's Customer Service score was rated highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and rated lowest by customers ages 26-30.

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Ranked Personal Capital Customer Service the Highest

1 to 2 Years	4.8
41-45	4.6
Female	3.8

Ranked Personal Capital Customer Service the Lowest

Banking and Financial Services	2.9
Less than 1 Year	2.9
26-30	2.5

Personal Capital Customer Service Score by Gender

Female customers rated Personal Capital's Customer Service score 0.6 stars higher than Male customers.

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Male

3.2/5

Female

3.8/5

Personal Capital Customer Service Score by Ethnicity

Personal Capital's Customer Service score was rated the highest by African American/Black customers, and the lowest by Other customers.

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100

Summary	Ethnicity	Customer Service Score
Caucasian 3.1	Caucasian	3.1
African American/Black 3.6	African American/Black	3.6
Other 3.1	Other	3.1

Personal Capital Customer Service Score by Age

Personal Capital's Customer Service score was rated the highest by customers ages 41-45, and the lowest by customers ages 26-30.

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100

Summary	Age	Customer Service Score
26-30 2.5	26-30	2.5
36-40 2.8	36-40	2.8
41-45 4.6	41-45	4.6
46-50 4	46-50	4
51-55 3.2	51-55	3.2
56-60 3.3	56-60	3.3
66+ 2.9	66+	2.9

Personal Capital Customer Service Score by Usage

Personal Capital's Customer Service score was rated the highest by customers who have used Personal Capital's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	2.9
1 to 2 Years	4.8
2 to 5 Years	3.2
5 to 10 Years	3.5

Personal Capital Customer Service Score by Industry

Personal Capital's Customer Service score was rated the highest by Tech industry customers, and the lowest by Banking and Financial Services industry customers.

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Tech	3.1
Banking and Financial Services	2.9

Personal Capital Customer Service vs. Competitors

Compared to its competitors, Personal Capital's Customer Service score is rated right above Credit Karma, and is preceded by Upstart.

COMPANY		Customer Service Score
	Betterment	4/5
	Upstart	3.8/5
	Personal Capital	3.5/5
	Credit Karma	1.8/5
	LearnVest	N/A
	MyVest	N/A
	Questis	N/A

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Customer Service for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Personal Capital's Customer Service score is rated right above Block, and is preceded by Stripe.

COMPANY		Customer Service Score
	Visa	4/5
	JPMorgan Chase & Co	4/5
	Mastercard	3.9/5
	Stripe	3.6/5
	Personal Capital	3.5/5
	Block	3.4/5
	American Express	3.4/5
	USAA	3.3/5
	PayPal	3.3/5

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Personal Capital as an Employer

4.6/5

Personal Capital has a 4.6/5 stars for its overall company culture rated by their employees

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CEO of Personal Capital

Jay Shah

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

Consumer vs. Employees

Personal Capital scored a -1 for Net Promoter Score and a 54 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

-1

NPS Score

32%	Promoters
35%	Passive
33%	Detractors

Employee Net Promoter Score

eNPS Score

77%	Promoters
0%	Passive
23%	Detractors

Global Ranking Snapshot

Personal Capital is ranked #970 in the Global Top 100 Brands. It ranks just behind Lose It! and just ahead of Cinemark USA.

RANK			INDUSTRY
968	Alstom	Henri Poupart-Lafarge	Automotive and Transportation
969	Lose It!	Patrick Wetherille	Tech
970	Personal Capital	Jay Shah	Banking and Financial Services
971	Cinemark USA	Sean Gamble	Media and Entertainment
972	CrowdStrike	George Kurtz	Tech
973	BBC	Tony Hall	Media and Entertainment
974	iQor	Gary Praznik	Business and Consumer Services

Banking and Financial Services Ranking Snapshot

Personal Capital is ranked #78 in the Banking and Financial Services Industry. It ranks just behind Capitec Bank and just ahead of First National Bank.

RANK		Location
76	The Blackstone Group
77	Capitec Bank
78	Personal Capital	Denver, CO
79	First National Bank	Pittsburgh, PA