Rachel Y.
Personal capital has helped me to keep…
Personal capital has helped me to keep tabs on all of my finances at a bird's eye view helping me to make the appropriate adjustments.

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
Rachel Y.
Personal capital has helped me to keep tabs on all of my finances at a bird's eye view helping me to make the appropriate adjustments.
Wendy G.
This software has been so helpful to me in seeing an overview, full snapshot of my financial situation and also helping me budget smarter and more quickly and efficiently. What did I do without it?!!! Plus it is extremely intuitive and free.
Kenth
Easy way to keep an eye on my finances over time.
Ed
Love this App. Everything that you would ever want in one concise application is there for your review. I also like that it will identify all financial accounts and will post accurate information. This is the ultimate App..
Jonathan
This allows me to manage all of my accounts on one platform !!!!
Annie D.
Great experience, super painless. Great experts.
Carolyn H.
Personal Capital provides a very smooth interface that allows me to track my net worth across categories easily. I love getting a big picture of my financial status over time and the ability to zoom in on a day, time period, or category. Highly recommend!
customer
Phenomenal service, I love having my entire financial picture all in one place. Allows me to keep focused on the big picture and not lose focus from the small picture of day to day finances.