Personal Capital is a fintech company that provides digital wealth management and financial planning services, combining an online financial dashboard with investment management, retirement planning and wealth advisory services accessible via desktop and mobile apps. The platform helps users track net worth, monitor investments and plan for long-term financial goals using a mix of software tools and advisor support.

This program is well suited to fintech reviewers, personal finance bloggers, financial advisors, investment-focused influencers and content creators who reach audiences interested in wealth management, retirement planning and investment solutions. Effective traffic sources include finance-focused blogs, product review sites and other content platforms that attract engaged readers seeking higher-touch investment and advisory services.

The affiliate program is available at Takeads for approved publishers.

Commission structure

Personal Capital US offers a commission rate of up to $144 per confirmed lead through Takeads.

Payment model

CPA

Available GEOs

WW

How to join

To join, publishers need to sign up through Takeads and get their platform approved. Once approved, you receive access to a unique tracking link via API or JS code to promote the merchant’s products.