Personal CapitalPersonal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
719 approved reviews, newest moderated first
BERNIE
Great concept, with horrible software and a bad attitude. Support is worthless, once an account is opened they have your information, and you cant close it. The site is down more than it is working. Just stay away from them you will be better off.
Response from Personal CapitalFeb 9, 2021
We are sorry to hear this Bernie, please email [email protected] and we can absolutely close your account for you.
John
Personal Capital has been an excellent financial dashboard for me. I have had issues in the past sometimes connection to my banks as they were beginning to add 2 factor authentication but after reaching out to Personal Capital's support team they had everything connected again before I even noticed. I can say without the crystal clear picture I get from Personal Capital I wouldn't be as confident with my personal finance as I am now.
ROBERT C.
Helps me seamlessly know where I stand. Cash Flow chart is great. Helps my understand how things are trending.
Chris S.
This has everything you want to analyze your financial position. The only thing I wish for was better integration to address sites that require 2-factor authentication. You have to constantly update those feeds to update your transaction history.
Rafael R.
It took me a little bit before I fully adopted the app, my own problem, but once I did I’m happy with the results. PersonalCap gives me visibility into all of my financial accounts including retirement savings, assets, bank accounts and so on. Give it a try, download and start syncing your accounts.
Kelly T.
Great app, helps tremendously with budget and retirement planning.
William R.
Mr. Cooper for our mortgage does not work, through the other items do. It has now been 4 plus months of this issue with no positive movement. They don't seem like a motivated customer friendly company.
Response from Personal CapitalFeb 9, 2021
Hi William, we are actively in the process of working out the syncing issues with Mr. Cooper - will keep you posted when it's resolved!
Pawan P.
this is amazing site