Chenay
So easy to use!
So easy to use!

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
Chenay
So easy to use!
DAS
Greatestest.
Max Z.
Hands down the best app to track all your finances in one place. Can not live without it!
Charity
I love being organized and this app help organize, track spending, save, invest, teaches and plan for future etc - I love it - It is great to have everything in one place - Thank you Personal Capital!
Andrea
I appreciate having a wholistic view of all my accounts to have a true assessment of my debt to income distribution.
Nick
Fantastic app, so helpful for tracking net worth and budgeting if you spend almost exclusively using credit cards. Would love to be able to classify assets manually. Currently getting that they’re unidentifiable and so I can’t get an investment checkup. No doubt 5 stars though.
Tyler
Awesome features. Highly recommend to anyone!
Brandon
Great software. Wouldn’t mind more budgeting features but otherwise would recommend!