Kenth
Easy way to keep an overview of finances
Easy way to keep an eye on my finances over time.

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
719 approved reviews, newest moderated first
Kenth
Easy way to keep an eye on my finances over time.
Ed
Love this App. Everything that you would ever want in one concise application is there for your review. I also like that it will identify all financial accounts and will post accurate information. This is the ultimate App..
I F.
Note: I see many people rating their free services. I am rating their financial advisor services. It was a great company until they were purchased. After that, the company turned south quickly. They sold their expensive 0.89% service rate as beating index by 1% with their superior diversification strategy. Under-performed by 1% so would have been better off in a robo-account. Used to have great advisors, but then turnover accelerated. When I left, advisors weren't even responding to emails. Also, the dashboard consistently had problems that were never addressed.
Response from Personal CapitalFeb 1, 2022
We are so sorry to hear, but appreciate you taking the time to send us your feedback on your experience and we will be sure to address this with the team. Thank you!
Jonathan
This allows me to manage all of my accounts on one platform !!!!
Annie D.
Great experience, super painless. Great experts.
Carolyn H.
Personal Capital provides a very smooth interface that allows me to track my net worth across categories easily. I love getting a big picture of my financial status over time and the ability to zoom in on a day, time period, or category. Highly recommend!
customer
Phenomenal service, I love having my entire financial picture all in one place. Allows me to keep focused on the big picture and not lose focus from the small picture of day to day finances.
Russell
Great software