Richard C.
Personal Capital fits what i need …
Personal Capital fits what i need perfectly. The ability to track my spending and income across all my accounts has been a very large driver to my sense of becoming financially independent.

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
Richard C.
Personal Capital fits what i need perfectly. The ability to track my spending and income across all my accounts has been a very large driver to my sense of becoming financially independent.
Pete
I use the site to keep track of my 401k. Just switched 401k providers and making the change on the site was quick and painless.
Barbara R.
Though I haven't taken advantage of all the features as yet, I am very pleased that I can check my financial accounts regularly with ease. I had trouble getting a bank account to download, but the techs with Personal Capital stayed with it until they got it solved, and I very much appreciate it. Look forward to exploring and utilizing the program more fully.
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Great stuff!
John
Nice service
Mahadevan M.
excellent portal for finance management
Joey M.
Easy to use, comprehensive and useful.
Joe
Better than Mint in all except budgeting