[10] In June 2016, National Basketball Players Association (NBPA) teamed up with Personal Capital through a financial education program.

[12] In July 2020, Canadian-owned, Denver-based Empower Retirement announced it would be purchasing Personal Capital for $825 million plus a contingency payout.

[16] Free registration has included a digital overview of user finances along with access to Personal Capital's financial analytic and planning tools.

[16][17] A free Personal Capital app for iOS and Android devices has also been available to all users with the same monitoring, analytic, and planning functionalities as the web version.

[17] Personal Capital partners with Yodlee Interactive to store and secure customer brokerage credentials.