Personal Capital Pricing
personalcapital.com · Investment Portfolio Management · refreshed 2026-05-06www.personalcapital.com/wealth-management
Offers Custom plan.
Contact sales
Plans & what each tier includes
Synthesized from Personal Capital's public pricing page on 2026-05-06. Tier names normalized to a starter / team / business / enterprise pattern; the actual Personal Capital pricing page is the source of truth for in-tier features.Enterprise
Contact sales
customCustom pricing negotiated with the Personal Capital sales team
Dedicated account manager and SLA commitments
Volume discounts on per-unit costs
Procurement-friendly: invoicing, NDAs, security questionnaires
What Personal Capital charges
Personal Capital operates in the investment portfolio management space. The published pricing page lists 1 tiers. The pricing page positions plans as: "Offers Custom plan.".
For the deeper analysis — score, simulation, pros & cons for AI agents, and the one-line fix that would lift this listing into the Verified band — see the agent-readiness scorecard.Personal Capital pricing FAQ
Personal Capital's pricing is sales-led. The published pricing page directs prospects to a sales contact form rather than self-serve plans, as of 2026-05-06.
Personal Capital does not advertise a free tier on its public pricing page as of 2026-05-06. A free trial may be available on request via the sales team.
Personal Capital's pricing page positions itself as: "Offers Custom plan.". For the strict definition of agent-buyable PPU — a per-task purchase that an AI agent can complete without an annual commitment — see the agent-readiness scorecard.
Not currently. Personal Capital's public pricing page routes all advertised tiers to a sales contact form.
xpay scored Personal Capital 14 / 100 on its Agent-Ready SaaS Index, which places it in the Not Agent-Ready Yet band. Personal Capital has a pricing URL, but plan structure is not surfaced clearly enough for an agent to enumerate. Listed CTAs route to a sales conversation rather than self-serve checkout. No public API was advertised on the SaaSworthy listing. Tier 1 scorecard from public listing signals; pricing-page verification is a Tier 2 task. For the full 6-step purchase simulation and the one-line fix that would lift this listing into the next band, see the linked scorecard.
In the Investment Portfolio Management category, xpay's Agent-Ready Index lists multiple alternatives ranked by their ability to support AI agent purchase. Visit the agent-readiness scorecard for Personal Capital to compare with 3 nearest peers, or browse the full Investment Portfolio Management category from the index.
Compare with similar SaaS
Can an AI agent buy from Personal Capital?
14
/ 100 in xpay's Agent-Ready SaaS IndexPersonal Capital has a pricing URL, but plan structure is not surfaced clearly enough for an agent to enumerate. Listed CTAs route to a sales conversation rather than self-serve checkout. No public AP…
See the full scorecardIncludes the 6-step agent purchase simulation, score breakdown across 7 dimensions, and the one-line fix that would lift Personal Capital into the Agent-Ready Verified band.At a glance
Not advertised
Sales-led
No
1
Compare nearby
Personal Capital pricing summary derived from a live read of https://www.personalcapital.com/wealth-management on 2026-05-06. For the agent-readiness assessment — including the 6-step purchase simulation and a per-dimension scorecard — see xpay's Agent-Ready SaaS Index entry for Personal Capital.