Software Alternatives, Accelerators & Startups

SmartAsset VS Personal Capital

Compare SmartAsset VS Personal Capital and see what are their differences

SmartAsset logo SmartAsset

SmartAsset's free and interactive tools help you make smarter decisions on home buying, refinance, retirement, life insurance, taxes, investing, personal loans, and more

Personal Capital logo Personal Capital

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.
  • SmartAsset Landing page
    Landing page //
    2023-01-22
  • Personal Capital Landing page
    Landing page //
    2023-04-09

SmartAsset videos

SmartAsset Review 2023: Best Source Of Financial Education?

More videos:

  • Review - SmartAsset: Answers to Financial Questions -- for Free

Personal Capital videos

Personal Capital Review

More videos:

  • Review - Personal Capital vs Mint Review (which is better?)
  • Review - Mint vs. Personal Capital Review — The Pros and Cons

Category Popularity

0-100% (relative to SmartAsset and Personal Capital)
Personal Finance
10 10%
90% 90
Asset Management
100 100%
0% 0
Financial Planner
9 9%
91% 91
Finance
10 10%
90% 90

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare SmartAsset and Personal Capital

SmartAsset Reviews

We have no reviews of SmartAsset yet.
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Personal Capital Reviews

Love Personal Capital? It doesn’t work internationally. Alternatives for 2022
Even discounting the free features, Personal Capital is quite simply a pretty slick investment management and advisory platform. Combining the efficiency benefits of automated investment tools with the customer engagement of active human management, Personal Capital has managed to aggregate a helluva lot of different tools and account products, all while maintaining a clean,...
11 Best Quicken Alternatives in 2021 (#1 is Free)
Personal Capital–It’s both free and comes with the a robust set of features unmatched by other alternatives. It easily handles budgeting, net worth, cash flow, retirement investments and taxable investments. It also comes with excellent tools, including a retirement calculator, investment fee analyzer and investment portfolio analyzer. Personal Capital can now even track...
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
One way to describe Personal Capital’s budgeting software is an “account aggregator.” This program allows you to track and understand every single penny in all of your financial accounts. Once you link up all of your various accounts, including your bank accounts, investments, mortgage, credit cards, and any other accounts, Personal Capital summarizes your finances and...
Source: ptmoney.com
Top 15 Budget Apps to Make Your Personal Finance Goals Easy
I love YNAB and Personal Capital. I still use the old version of YNAB as I paid a one time fee for it (as I refuse to pay for subscriptions – yes, I’m cheap). As for Personal Capital, it’s a nice way to view only our investment and retirement accounts, and I love how it tracks contributions and fees.
The 8 Best Budgeting Apps of 2020
Personal Capital offers a complete investment advising solution, a hybrid robo-advisor, and human advisor service in one. Without paying a cent, you can access Personal Capital’s free money tracking dashboard, which includes some handy budgeting features.

Social recommendations and mentions

Based on our record, SmartAsset seems to be a lot more popular than Personal Capital. While we know about 41 links to SmartAsset, we've tracked only 2 mentions of Personal Capital. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

SmartAsset mentions (41)

  • Living conditions for Douglas/Arapahoe county area
    Moving from central Illinois. Got a job offer today for a company in Englewood. First year salary will be 85,000 (73,000+12,000 sign-on). Realistically, after taxes, I've calculated my first year take home to be ~60,000, after which (if no raises or bonuses, only riding my salary) take home will be ~55,000. Not sure on the accuracy of that, just used smartasset.com. Source: 6 months ago
  • How much do you currently have invested in JEPI?
    That is ordinary income taxes. If it was qualified I’d pay $0 on first $81,000 I make. You can calculate taxes with smartasset.com . Federal taxes are pretty low on mere mortals. The rich really do pay their fair share. Source: 11 months ago
  • Side hustling to buy JEPI/Q until this happens.
    I use smartasset.com Good tax calculator. Assume $100,000/ yr from JEPI/JEPQ. Married filing jointly I get effective Fed rate of 8.48% with $8481. My state is listed as eff rate of 4.87% or $4868. No FICA of course. Taxes total about 15%. Big deal. Now if you have $300,000 in dividends I would either go with qualified dividends or long term gains rate on selling shares. Source: 12 months ago
  • Living in Kali
    Net (w/taxes etc): $70,000 (per SmartAsset.com) breaks down to $5,000/month net ($2,500 bi-weekly). Source: about 1 year ago
  • got my real estate assessment today....
    I'm not cherry-picking here. I'm picking out random cities, typing them into smartasset.com, and typing out the results as they come. Source: about 1 year ago
View more

Personal Capital mentions (2)

  • How do you find a reputable financial advisor?
    It's built into the personalcapital.com fee analyzer, too. Along with graphs for the number-impaired. Source: over 1 year ago
  • One place/service to search all benefits from all accounts
    Hello r/travel! Hoping someone here may know the answer to this or point me in the right direction. I was wondering if there is any known service/website/app where you can have a central place to search all the benefits of the accounts one may have. Let me explain further. I have mint.com or personalcapital.com or nerdwallet.com to see all my account balances and keep track of my credit score. I have a set of... Source: over 1 year ago

What are some alternatives?

When comparing SmartAsset and Personal Capital, you can also consider the following products

AdvisorFinder - We help people find vetted financial advisors. AdvisorFinder is the first online marketplace that helps people browse, research, and schedule meetings with financial advisors - all in one place.

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

nerdwallet - Quora for Finance

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

XE.com - XE.com Inc. (XE) is a Canadian online foreign exchange services company.

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!