Nick
I love how user friendly and simple…
I love how user friendly and simple their software is, all while including awesome features that make financial planning and budget-making easier.

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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
719 approved reviews, newest moderated first
Nick
I love how user friendly and simple their software is, all while including awesome features that make financial planning and budget-making easier.
Ryan
Nice to see all my finances in one place. I use Personal Capital instead of logging directly into my bank most of the time. Very convenient!
Dan
Great way to track Net Worth and stocks.
David
I do use this app on a daily basis. I switched over from Mint and found Personal Capital more comprehensive.
Conner
Best financial tool ever.
Peter
It doesn't connect properly to accounts. Connections are sporadic. Support is slow to respond. It used to be good, and for a free service it's probably OK if you stay with major banks.
Jason
I've used Mint for years and years. I still use Mint but this is a great addition and gives me a lot of features that I wish Mint had been giving me.
Ben
I switched to Personal Capital because it syncs with my Ascensus Vanguard account, which Mint does not.