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Personal Capital - Investment Portfolio Management Software

Personal Capital Pricing Plans & Top Alternatives in 2026

Streamline your investments and reach financial goals.

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Trusted by 254,745+ software buyers annually.

Pricing

  • Personal Capital offers custom pricing plan

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Personal Capital Pricing

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"Free to use"

Free Trial

Not available

Starting Price

Custom pricing

Pricing Model

Quotation Based
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Pricing sourced from Personal Capital's official website as of May 2026. For the latest pricing, visit their website.

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Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Personal Capital does not offer a free trial or free plan. All plans are paid. Contact the Personal Capital team for a demo or visit their pricing page for current options.

Personal Capital offers Quotation Based pricing. View all Personal Capital pricing plans →

The starting price is not disclosed by Personal Capital. You can visit Personal Capital pricing page to get the latest pricing.

Personal Capital does not currently offer a free plan. All plans are paid. Visit the pricing page to see current options.

Annual billing discounts vary by plan. Visit Personal Capital's pricing page to compare monthly vs annual rates.

Most SaaS products including Personal Capital allow you to cancel your subscription at any time. For monthly plans, cancellation typically takes effect at the end of the current billing cycle. For annual plans, refund policies vary — check Personal Capital's terms or contact their support team for details.

Personal Capital offers tiered pricing plans designed for teams of different sizes. Small businesses can typically start with a lower-tier plan and upgrade as they scale. See all plans to find the best fit.

Help & Contact

Personal Capital Support Options

Customer ServiceOnline
LocationRedwood City, California

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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