Adam
Easy Way to Keep me on Track
Personal Capital gives me a really easy way to figure out if I'm being smart with my money. I love the month over month budget comparisons, and it is great that it allows me to link so many accounts.

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
Adam
Personal Capital gives me a really easy way to figure out if I'm being smart with my money. I love the month over month budget comparisons, and it is great that it allows me to link so many accounts.
Customer
It is better than Mint for the reports. It is easier to track overall spending vs earning in one place. Easy to use.
Leslie
Having all my accounts displayed in one location allows me to get a common operating picture of my financial health. Thanks for this great tool.
Julio
I love it! A great alternative to Quicken Deluxe. For my personal finance purposes it fulfills all of the features that i use in Quicken.
Diana D.
Great tool for analyzing investments! Keep up the good work guys..
Filippo
The dashboard is comprehensive and the best one available for free!
Jordan
This is an amazing app.
Daniel
the ui has much better performance than mint. Also the planning,trending features are much more powerful. Though i have to say that categories for purchases are not as flexible as Mint but that could be a good thing as it focuses charges on more simple terms.