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.
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Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
Showing 498 reviews with 5 stars · Clear filters
Ebun
Would love a better visualization of my automated & recurring money movement between different institutions. Right now, it's basically a list in a feed that just says money moved from one place to another. But what would be great would be higher level visualization of this all so that I can see it at a glance or bird's eye view.
Keith
Easy to setup and all of my finances in 1 place. Love it!
Jared
Excellent platform that allows me to see all of my finances in one place with an easy to understand interface.
Devon
A great tool for tracking your networth, asset allocation and retirement preparedness! Smooth platform really gamifies investing and building wealth
Ryan G.
Personal Capital has been such an excellent resource for helping me understand my current financial health and where I'm going in the future. It's great to have all my accounts in one place, and the retirement tracker tool from personal capital is more helpful than any others I have seen. Sure, there are still some small issues that can be improved upon but from what I have experienced Personal Capital gives me the most bang for my buck!
Adam
Software is very functional and offers great information and tracking for personal financial planning and growth.
kylecrandall
Quick and easy way to track financial progress!
V.W.
The one stop solution for personal finance. I use PC daily to control cashflow and budgeting. Helped me to pay off CC debt. Usability and integration are pristine for both mobile and desktop.