Andrew E.
A service I long wished for on the …
A service I long wished for on the Internet, made real and executed perfectly.

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
Andrew E.
A service I long wished for on the Internet, made real and executed perfectly.
Connor
I use Wealthfront nearly everyday to keep an eye on my finances and investments. It works much better for me than Mint or other services. Wealthfront has really helped me shape my financial health and I highly recommend it to anyone else.
Henri
Best website for personal wealth tracking. Much better than the bloated Credit Karma and Mint.
Eric
Outstanding user experience!
dlee
I love the baseline view you get relative to last month's spending. The NET WORTH figure on top is also great. It motivates me to grow that number! Thanks team!
Ben
Great product for a great price, would highly recommenced.
Kenneth D.
Awesome software, gives me a view of my wealth and very accurate. Saves time by having all data in one place.
Kyle
Best way to get a 30K foot view of your finances.