Jason L.
Wonderful app to work on your net worth!
Wonderful app to work on your net worth!

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
Jason L.
Wonderful app to work on your net worth!
Justin
And to think I spent months working with excel spreadsheets. This thing is great.
Jamie
I love Personal Capital! It's the quickest way to see what my money is doing!
Evan
I switched to Personal Capital from Mint and will never go back. I love how PC organizes my investment categories and provides comparisons to the S&P 500 and others. I also find that the tool updates and tracks my accounts more reliably than Mint. Overall, it's a much stronger service and is more investment-oriented. I also appreciate the finance blog and article aspect. I've read a few posts and found them useful.
Angel R.
Its amazing all the tracking this does of your accounts. Really helpful and its worth a download
Alec
Very helpful retirement forecasting and fee impact tools. Better than Mint overall but lacking a budget making tool.
Brian
Simply the best.
Travis
Great resource for collecting all of your financial information in one place so you can get a clear picture of how you're doing.