NewRetirement vs Personal Capital
NewRetirement
Making financial planning more understandable and effective for a person’s entire life
55 employees · est. 2015 · Mill Valley, United States
Personal Capital is the older company (2015 vs 2009); Personal Capital is the larger of the two.
Side-by-Side Comparison
| Metric | NewRetirement | Personal Capital |
|---|---|---|
| Founded | ||
| Founded | 2015 | 2009 older |
| Headquarters | ||
| Headquarters | Mill Valley, United States | Redwood City, United States |
| Employees | ||
| Employees | 55 | 1654 larger |
| Industry | ||
| Industry | Financial Services, Fintech, Insurtech | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Series A | Series F |
| Total Funding | ||
| Total Funding | $32.62M | $265.30M |
| Funding Rounds | ||
| Funding Rounds | 5 | 10 |
| Taxonomy | ||
| Taxonomy | Financial PlanningRetirement SolutionSoftware As A ServiceEnterprise SolutionRetirement IncomeDigital Coaching +6 | Personal FinanceFinancial PlanningInvestment ManagementRetirement PlanningFinancial DashboardFiduciary Advisor +3 |
| Website | ||
| Website | newretirement.com | personalcapital.com |
About NewRetirement
NewRetirement is a fintech startup founded in 2015 and headquartered in the United States. The company's mission, as per its slogan, is to "Making financial planning more understandable and effective for a person’s entire life." NewRetirement offers a collaborative financial planning solution to con...
About Personal Capital
Personal Capital, founded in 2009, offers a comprehensive approach to financial management, aiming to empower individuals to oversee and optimize their finances for a secure retirement. The company provides free online tools enabling users to consolidate and monitor all their accounts through a sing...
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Compiled from the BounceWatch company index. We last looked at NewRetirement on 12 Sep 2024, and Personal Capital on 18 Jun 2025. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
