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Personal Capital Reviews | Read Customer Reviews of personalcapital.com

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Money & Insurance
Investments & Wealth
Personal Capital

Personal CapitalReviews of personalcapital.com

4.4719 reviews
Investments & Wealth
3 Lagoon Dr, Suite 200, Redwood City, California

Call Directions Website

Personal Capital4.4

Reviews719 About Contact

Overall score

4.4 out of 5

Great

Average of 719 reviews

Distribution

5★69%
4★15%
3★5%
2★5%
1★6%

What customers rate

Detail scores appear once 5 customers have rated them.

Contact & location

(855) 855-8005
personalcapital.com
[email protected]
3 Lagoon Dr, Suite 200Redwood City, CA 94065

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About Personal Capital

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.

Also known as: personalcapital.com
Website: personalcapital.com
Category: Investments & Wealth
Location: Redwood City, California
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 4% of reviews.
Latest: Most recent review: April 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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Personal Capital reviews

Showing 498 reviews with 5 stars · Clear filters

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Arian C.
Aug 19, 2018
Grear
Great app. Best out
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Fedexultra
Aug 17, 2018
Love this app
Love this app. Waited years to get something like this. I really needed access to all my account info in 1 single place.
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Allie O.
Aug 16, 2018
Excellent app for budgeting and investing
I use this app daily to keep me on budget and reaching my investment goals. The cash flow and monthly/annual budget views are my favorite features. I also love seeing how my investments are fairing over time. I wish that it could give me more info about my 401k target date fund. It doesn’t know the allocation within it so I can’t use the investment advice tool.
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Monte
Aug 8, 2018
Great straight forward app
Great straight forward app. It isn't really a budgeting app like mint, but it's net worth tracking and dashboard are perfect for investing.
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Tom
Aug 4, 2018
Best personal finance tool today
After using Quicken for almost 20 years, I finally tried a few cloud-based products and have found Personal Capital to be the best one out there. Account syncing is never a problem and the interface looks and works great whether using a pc, iPhone, or iPad. The dashboard with news and investment recommendations is also great.
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Meng
Aug 4, 2018
really convienient to use and manage…
really convienient to use and manage personal port folio
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Zach G.
Aug 3, 2018
Everything I need to know in one spot!
Everything I need to know in one spot!
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parikh
Aug 1, 2018
Great tool to see all your…
Great tool to see all your finances/balances(my wife's and mine) in one single place. Love the cashflow chart, which encourages us to always be positive, which theoretically we all should follow.
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