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Personal Capital logo

Personal Capital Pricing

personalcapital.com · Investment Portfolio Management · refreshed 2026-05-06
Investment Portfolio Management
4 tiers
Public API
Quick answer

Personal Capital pricing is sales-led — no self-serve tiers are published. All advertised tiers route to a sales contact form. Personal Capital operates in the investment portfolio management category.

Last verified 2026-05-06 · personalcapital.com
Personal Capital pricing page screenshot — https://www.personalcapital.com/wealth-management
Source · live pricing page on 2026-05-06

www.personalcapital.com/wealth-management

Open
Pricing snapshot
Personalized advice from an advisor — Workplace retirement
As of 2026-05-06 · derived from www.personalcapital.com/wealth-management
Enterprise

Contact sales

Snapshot rendered from xpay's extracted pricing signals. The full tier list lives on the live page — see source link above.
Open live pricing pageSee agent-readiness analysis
Personal Capital pricing plans
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
custom

  • Custom 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

Talk to sales
Pricing summary
What Personal Capital charges

Personal Capital operates in the investment portfolio management space. The published pricing page lists 4 tiers. The pricing page positions plans as: "Personalized advice from an advisor — Workplace retirement".

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.
Frequently asked
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: "Personalized advice from an advisor — Workplace retirement". 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.

Yes — Personal Capital's API documentation is publicly accessible at https://www.empower.com/?utm_source=pcap&utm_medium=referral. An AI agent or developer can inspect the integration surface without authentication.

xpay scored Personal Capital 35 / 100 on its Agent-Ready SaaS Index, which places it in the Not Agent-Ready Yet band. Personal Capital publishes a pricing page with 4 discoverable plan tier(s). No per-unit price was found on the page; an agent has no direct way to estimate the cost of a single task. All advertised paths route to a sales conversation rather than a self-serve checkout. Public API documentation is reachable without an auth wall. 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.

Alternatives in Investment Portfolio Management
Top Personal Capital alternatives by pricing transparency
Seeking Alpha pricing
seekingalpha.com
Global Predictions pricing
globalpredictions.com
Alto pricing
altoira.com
Nosis pricing
nosis.io
Composer pricing
composer.trade
Jika.io pricing
jika.io
Pluto pricing
pluto.fi
Ripsaw pricing
ripsaw.co
Browse all Investment Portfolio Management alternatives →
AI agent readiness
Can an AI agent buy from Personal Capital?
Not Agent-Ready Yet

35

/ 100 in xpay's Agent-Ready SaaS Index

Personal Capital publishes a pricing page with 4 discoverable plan tier(s). No per-unit price was found on the page; an agent has no direct way to estimate the cost of a single task. All advertised pa…

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.
Quick facts
At a glance
Free access

Not advertised

Billing cycle

Not advertised

Lowest paid

Sales-led

Self-serve checkout

No

Tier count

3

Pricing model

Sales-led pricing

More Investment Portfolio Management alternatives
Most agent-ready

Stratosphere.io

stratosphere.io
51

Aikido Finance

aikido.finance
50

Robinhood

robinhood.com
49

Sharesight

sharesight.com
49

Portseido

portseido.com
49
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.

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