David
Awesome and easy to use
Awesome and easy to use. Worked with robinhood before anything else!

Personal 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
David
Awesome and easy to use. Worked with robinhood before anything else!
Tyler
Web app has stability issues and lags a bit, but otherwise fantastic software to give visibility into all aspects of my finances. The iPhone app I've found to be more stable.
Donna
Thank you for this app, it does help to see where you stand. It is very helpful.
MG
Professional, easy to use and very useful for expense tracking and budget management at home!
Pravin
This is one of the best apps I have on my phone.
Olivia
This is the best free wealth aggregator app out there, hands down. Love the ability to see everything at a glance and I particularly like their net wealth calculator. Net wealth is a concept overlooked by most apps like this. :)
Karl
Very user friendly and informative.
Brett
I classify myself as a financial nerd. I really enjoy investing and building wealth. Before Personal Capital I would check all my bank account statements and investment accounts to check on the balances and performance of the accounts. With Personal Capital I have all my Bank accounts and Investment Accounts on one platform, which makes it time efficient to go through and pull up the information that I need to track my current results. I love being able to have access to check my net worth daily, and I can set goals for myself to make sure I am saving enough. I can also track my expenses so I can categorize what I am spending my money on. This is a great product and I use it everyday!