Jeff
Honestly Personal Capital has helped me…
Honestly Personal Capital has helped me get all of my finances in check, and motivated me to get a jump start on my retirement plan.

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
Jeff
Honestly Personal Capital has helped me get all of my finances in check, and motivated me to get a jump start on my retirement plan.
Aaron
Love the app, the interface... I would only add more trends, but recommended unreservedly
JENNIFER
Best app for managing everything with your finances. Gives good snapshot of your net worth!
Andrea
Really helpful to see everything in one place.
Giles
So far I’m loving it and the more I use it and update all the random little bits of money, income and savings to it the better idea of where we stand financially. It’s good you can recommend new sources or providers of investments as there are many so the more you add the better it will get. Now if you can create a countdown to FI that would be awesome. Also what someone’s financial future could look like when they’ve paid off their mortgage and thus reduced a significant expense would be cool.
Nick
I love this app! I just had to put all my account information in once and it automatically updates it every time I open the app. It allows you to put in assets and liabilities to estimate your net worth. I am still getting to know this app so I’m sure I would have even more good things to say about it in a couple of months!
Anish C.
Personal Capital is great help for me to manage my 401k and more. I updated my 401k investment on Personal Capital recommendation.
EHagan
I have really enjoyed using this app to give me the most complete view of my finances as well as being the most intuitive money management app I have used. I would and have been recommending this to everyone I know!!