V.W.
The one stop solution for personal finance
The one stop solution for personal finance. I use PC daily to control cashflow and budgeting. Helped me to pay off CC debt. Usability and integration are pristine for both mobile and desktop.

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
719 approved reviews, newest moderated first
V.W.
The one stop solution for personal finance. I use PC daily to control cashflow and budgeting. Helped me to pay off CC debt. Usability and integration are pristine for both mobile and desktop.
Wesley
I like the platform and how all my finances are "linked up", however, I feel as if there could be more tools to analyze investments and goals. I don't want to pay for any investment services or pay a fee for anyone to "manage" what I have, I feel like I do a great job of doing that myself. I want a platform that has tools to help me move in a direction that I want to go.
Zachary
I really enjoy that they keep track of every purchase I make and deposit I receive. They keep track of different categories, budgeting, cash flow, and net worth. This app has it all in one place.
jk
It’s a good way to keep all my accounts in one place and keep track of my spending. Much better than mint.
Carolyn T.
Love this website! So easy to use and the information is accurate and so informative. I recommend it highly.
Don K.
I've used Personal Capital for several years now. They perform as advertised UNLESS anything changes with your interface access to your accounts. My bank changed their software which messed up the interface access. It has been two months now and their IT department still hasn't fixed the interface with no relief in sight. What good is the account if you cannot update transactions and balances? Sure the service is worth what you paid for it. But it leaves me wondering if they would manage your money like this also. I'll contact support again in six months. In the mean time I'm back to using Mint. They fixed their interface with my bank within two weeks. Just sayin...
Bruno F.
No budgeting
Ruslan
A tool to understand that you don't have any capital for living freely during retirement. Essentially retirement calculator, not switching from MINT so far. Personal Capital should have much better reports for the transactions, aggregations, etc. Not enough, guys. I've deleted my account.