Julie
A great tool for managing personal…
A great tool for managing personal finances.

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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
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
Julie
A great tool for managing personal finances.
Sri A.
Great App that gives overview of my investment.
Matthew
Super easy to use, functional layout, app integrated smooth, Personal Capital makes prioritizing your finances a breeze.
Jake
Best portfolio tracker I have found. I don't use it for budgeting, though it has that feature, but it most seamlessly tracks my accounts, from savings, checkings, HSA, investment portfolios, and 401(k)s. Highly recommend, my favourite financial app, both mobile and dekstop versions rock.
null
Exelent tool to know about your financial bussines, thank you!
Rachel
I’m a huge fan of Personal Capital.
Rhonda
Easy to use. Set up in minutes. Great tracking and retirement tools
Lesley
Switched from Mint. I love the incorporation of graphical data, showing trends over time and the planning tools for retirement! Very impressed!