Summer
Great way to track my spendings!
Great way to track my spendings!

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
Summer
Great way to track my spendings!
Jeff
Excellent, my only concern is data privacy, with all of my stuff being consolidated in one reporting tool I'm concerned it makes it easier for someone to hack my identity, what do you do to resolve this fear? Thanks, Jeff R
CustomerJohn E.
Excellent service, complements my other accounts and finance tracking sites in a great way!
Terry
Excellent way to track you assets and liabilities all at the same time!
Pat
Great user experience.
Yves
Excellent product, I really love the Investments section, specially since Google Finance shut down their "My Portfolio" feature.
Moko
It's a great alternative to mint. As a result, I use both
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Personal Capital is great! I love being able to see all of my financial information in one place and they typically have accounts updated before the institutions do!