Carla
Great personal finance app
Great personal finance app. Easy to use and see everything in one place. Would recommend!

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
Carla
Great personal finance app. Easy to use and see everything in one place. Would recommend!
Becky
I like being able to see all my money on one page and as I get closer to retirement I can see how much money I will have to live on and how I can increase my savings.
Fw L.
I like the integration of all your accounts into one platform. I also like how the security protocols give you the confidence to use this app.
Carol
Love it!! All in one and user friendly!
Trevor
I love the retirement planning tools. I don't want to work the rest of my life, but I also want to make sure that when I retire I have sufficient funds to last me the rest of my life. The visual tools are easy to use.
Hailey
Love this app
Kenya S.
Personal capital is life changing. I’m glad that I signed up and I truly believe that it will help me make sound financial decision moving forward
Jon
Personal Capital is a terrific tool. I used to constantly monitor multiple bank, credit, and loan accounts separately and manually track my net worth in a spreadsheet. This simplifies all of that, and streamlines the ability to track your entire financial life in one place.