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Personal Capital
FREEMIUM · Free (1% AUM fee)Personal Capital is a financial dashboard app that combines free wealth management tools with AI-powered investment advice.
4.2(210 reviews) 0 views Updated 9/7/2026
Overview
Personal Capital (now Empower) offers free financial tracking, net worth dashboards, and retirement planning tools. Its AI-powered advisory services provide personalized investment management.
Key Features
ニュースNEWS本社移転のお知らせ採用情報を更新しました株式会社クレディセゾンとの顧客紹介業務に関する業務提携について新生インベストメント＆ファイナンス株式会社との顧客紹介業務に関する業務提携について株式会社セゾンファンデックスとの顧客紹介業務に関する業務提携について
Pros
Investment fee analyzer can save thousands in hidden feesRetirement planner is genuinely useful for long-term planningFree version includes robust wealth management tools
Cons
Advisory services have $100K minimum investment requirementPlatform is more complex than simple budgeting apps
Pricing
Personal Capital pricing starts at Free (1% AUM fee). Enterprise pricing available.
Conclusion
Personal Capital is a good choice for AI wealth management. Pricing is competitive.
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4.2
210 reviews