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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

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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

719 approved reviews, newest moderated first

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Becky
Mar 18, 2019
I like being able to see all my money…
I like being able to see all my money on one page and as I get closer to retirement I can see how much money I will have to live on and how I can increase my savings.
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Luke
Mar 16, 2019
Love the app
Love the app, just kind of confused on understamding the monte carlo siimulation in regards to the 10th percentile and median numbers listed. But the tracking of all my accounts and balances is phenomenal. Use it daily or weekly
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Fw L.
Mar 15, 2019
I like the integration of all your…
I like the integration of all your accounts into one platform. I also like how the security protocols give you the confidence to use this app.
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Carol
Mar 15, 2019
Love it!
Love it!! All in one and user friendly!
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Trevor
Mar 13, 2019
I love the retirement planning tools.
I love the retirement planning tools. I don't want to work the rest of my life, but I also want to make sure that when I retire I have sufficient funds to last me the rest of my life. The visual tools are easy to use.
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Hailey
Mar 9, 2019
Love this app
Love this app
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Kenya S.
Mar 5, 2019
Personal capital is life changing
Personal capital is life changing. I’m glad that I signed up and I truly believe that it will help me make sound financial decision moving forward
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Jon
Mar 4, 2019
Personal Capital is a terrific tool
Personal Capital is a terrific tool. I used to constantly monitor multiple bank, credit, and loan accounts separately and manually track my net worth in a spreadsheet. This simplifies all of that, and streamlines the ability to track your entire financial life in one place.
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