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Wealthtender VS Personal Capital

Compare Wealthtender VS Personal Capital and see what are their differences

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Wealthtender logo Wealthtender

Discover the best financial advisors and coaches, personal finance blogs, podcasts and resources to help you achieve your money goals.

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.
  • Wealthtender Landing page
    Landing page //
    2023-11-13

Wealthtender helps people find the best financial advisors, educators and resources determined by their individual needs, not their zip code.

We believe everyone deserves help with money matters from someone they can trust, no matter their income or stage of life.

  • Personal Capital Landing page
    Landing page //
    2023-04-09

Wealthtender videos

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Personal Capital videos

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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 Wealthtender and Personal Capital)

Wealthtender

Personal Capital

Personal Finance
7 7%
Personal Finance
93% 93
Tax Preparation
100 100%
Tax Preparation
0% 0
Financial Planner
0 0%
Financial Planner
100% 100
Fintech
100 100%
Fintech
0% 0

User comments

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Reviews

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

Wealthtender Reviews

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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,...
Source: investingintheweb.com
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.
Source: www.marriagekidsandmoney.com
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.
Source: www.thebalance.com

Social recommendations and mentions

Based on our record, Personal Capital should be more popular than Wealthtender. It has been mentiond 2 times since March 2021. 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.

Wealthtender mentions (1)

  • Young Financial Advisor struggling to find my footing in the industry.
    Not much you can do about being young and there will always be some people who will not listen to you because of that. It'll be an uphill battle, but if you can push through and work to educated yourself, Im sure the right clients will come along. In the meantime, if you are looking for new clients, you can look to get listed on wealthtender, onesta finance, and indyfin. Source: over 1 year ago

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 Wealthtender and Personal Capital, you can also consider the following products

WalletHub - A.I.-powered savings alerts, free daily credit scores & more

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

Moniesto - The new 🐷 piggy bank for grownups

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!

Credit Karma - Receive your free credit score instantly and review your real credit report online.

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.

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