Personal Capital: Competitive Intelligence Report

Personal Capital Competitors:Wealthfront, Betterment, SigFigDecember 2015

PERSONAL CAPITAL COMPETITORS

FOUNDING TIMELINE 2 of 11

2008 2015

2008

2008 2015

2011

PERSONAL CAPITAL COMPETITORS

LOCATION 3 of 11

REDWOOD CITY

PALO ALTO

SAN FRANCISCO

NEW YORK

PERSONAL CAPITAL COMPETITORS

FACEBOOK FOLLOWERS 4 of 11

TOTAL FACEBOOK FOLLOWERSCOMPANY

47,434

26,730

18,907

2,743

PERSONAL CAPITAL COMPETITORS

TWITTER FOLLOWERS 5 of 11

TOTAL TWITTER FOLLOWERSCOMPANY

21,984

19,166

13,298

2,858

PERSONAL CAPITAL COMPETITORS

OWLER FOLLOWERS 6 of 11

TOTAL OWLER FOLLOWERSCOMPANY

372

322

319

256

PERSONAL CAPITAL COMPETITORS

BATTLE OF THE CEOs 7 of 10

CEO/TITLE CEO RATINGCOMPANY

Jon SteinFounder & CEO

Adam NashPresident & CEO

Bill HarrisChairman & CEO

Mike ShaCo-Founder & CEO

89%

73%

71%

87%

PERSONAL CAPITAL COMPETITORS

WEBSITE SCREENGRABS

8 of 11

PERSONAL CAPITAL COMPETITORS

NEWS ARTICLES 9 of 11

TOTAL NEWS ARTICLES, OCTOBER 2015COMPANY

27

12

11

0

PERSONAL CAPITAL COMPETITORS

BLOG POSTS 10 of 11

TOTAL BLOG POSTS, Q3 2015COMPANY

74

32

1

0

PERSONAL CAPITAL COMPETITORS

ACQUISITIONS 11 of 11

ACQUISITIONS MADE, Q3 2015COMPANY

1

0

0

0

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October 2015 www.owler.com

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