Tyrel P.
Only thing missing is better Budgeting …
Only thing missing is better Budgeting capabilities, 5 stars for what it does.

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
Tyrel P.
Only thing missing is better Budgeting capabilities, 5 stars for what it does.
Logan
Love the app. Wish it synch'd with Robinhood but overall great.
Daniel
Great app easy to use , I would like to see a transfer of data to a software for tax purposes in the future
Marcus
Makes it possible to monitor all of my accounts in one place.
Vinay S.
Personal Capital is the best tool to track finances, expenses and investments. There is inter-connectivity with all accounts, good spend classification and ability to modify. And comparisons across various time periods can be done easily.
Amy
Love Personal Capital. The only thing that would make it better is if my 401(k) account with Newport Group would show up on Personal Capital.
Peter
Amazing and useful tool
Lindsey
Great product that allows you to see the full financial picture.