Personal Capital
Lagoon Dr Suite 200,
Redwood City, 94065, CA,
United States
Redwood City, 94065, CA,
United States
1 855-855-8005
Banking and Financial Services
Personal Capital Technographics
Personal Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Personal Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1018 Personal Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Personal Capital has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Hotjar for Customer Experience in 2016, Atlassian Jira Service Desk for IT Service Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Personal Capital is running and its propensity to invest more and deepen its relationship with Cisco Systems , Front , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Personal Capital revenues, which have grown to $200.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Personal Capital intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Personal Capital Tech Stack and Enterprise Applications
Personal Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Personal Capital deployed Cisco Webex Meetings as an embedded conferencing layer on its website. Cisco Webex Meetings provides Audio Video and Web Conferencing functionality to support client-facing sessions and internal collaboration across advisory and operations teams at Personal Capital.
The implementation emphasizes browser-based join workflows and hosted meeting services, with Cisco Webex Meetings capabilities configured for scheduled meetings, real time video and audio, screen sharing, recording controls, and participant management integrated into web pages and client engagement flows. Governance centered on centralizing meeting provisioning and access control within corporate web properties, with configuration of meeting join links and authentication flows to align with site navigation and client experience.
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2012 | 2012 |
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Personal Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2016 | 2016 |
In 2016, Personal Capital implemented Hotjar on its consumer-facing website. The deployment used Hotjar as a client-side behavioral analytics layer within the Customer Experience category, capturing heatmaps, session recordings, conversion funnel analysis, and on-page feedback widgets that are typical functional modules for this type of application. Hotjar is described as the application for qualitative website analytics, and the narrative positions Personal Capital Hotjar Customer Experience as the primary tool for understanding user interactions on public pages.
Operational coverage was focused on the public web channel and supported product management, user experience design, growth marketing, and digital analytics functions, providing session-level qualitative insight alongside quantitative metrics. Governance and rollout followed standard web instrumentation practices, including tag deployment and data retention and consent considerations for customer facing analytics. No additional integrations with other enterprise systems are documented in the source.
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Customer Support | CRM |
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2012 | 2012 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Partner Relationship Management | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Personal Capital ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Atlassian | Legacy | Atlassian Jira Service Desk | IT Service Management | ITSM | n/a | 2021 | 2021 |
In 2021 Personal Capital implemented Atlassian Jira Service Desk. Personal Capital deployed Atlassian Jira Service Desk for IT Service Management to provide a public facing intake channel on its website and to consolidate support intake for its banking and financial services operations.
Atlassian Jira Service Desk was configured to deliver core IT Service Management capabilities including ticketing and request intake, a customer self service portal, knowledge base linking, SLA tracking, and workflow automation. Configurations reflect standard request types, queues, custom workflows and automation rules to route incidents and service requests to IT and customer support teams.
The Jira Service Desk instance is embedded on the company website to capture inbound customer and internal requests, establishing a single intake point that supports IT operations and customer support functions across the organization. Operational scope aligns with support for product operations and client facing support workflows within Personal Capital.
Governance around the deployment emphasizes centralized ticket triage, role based queues and SLA driven routing, with knowledge base curation and standardized incident and request handling workflows to enforce consistent resolution processes.
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Personal Capital PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Personal Capital IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Personal Capital CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Identity and Access Management (IAM) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Personal Capital
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Personal Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Personal Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Personal Capital digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Personal Capital Technographics
Personal Capital is a Banking and Financial Services organization based in United States,
with around 1018 employees and annual revenues of $200.0 million.
Personal Capital operates a diverse technology stack with applications such as
Cisco Webex Meetings, Hotjar and Atlassian Jira Service Desk,
covering areas like Audio Video and Web Conferencing, Customer Experience and IT Service Management.
Personal Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, Contentsquare and Atlassian.
Personal Capital recently adopted applications including
Singular Marketing Analytics in 2021, Intellimize in 2021 and Impact Partnership Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Personal Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Personal Capital’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Personal Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.