LARRY D.
Very useful app
I Definitely recommend all to use this

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
Showing 498 reviews with 5 stars · Clear filters
LARRY D.
I Definitely recommend all to use this
Amy
It's great to get a good overview of your finances and your progress over time as well as to hone in on areas that you need to continue to work on.
Sean W.
Opening an account with Personal Capital changed my young adult life. After graduation, I took a job paying $30,000 with very long hours. I had little care for my money. My main goal was having fun with friends in my limited down hours and just making sure I had enough money in my bank account. Personal Capital allowed me to see my financial picture and it was bleak. In two years since I've opened the account, I've dramatically increased my savings rate, lowered my student debt, and saved for retirement.
Caleb
My review is only of the website- I have not subscribed to any of the wealth management services offered. The website is very useful. I am also a Mint user, and the advantages of Personal Capital over Mint are 1) It has fewer bugs related to linking to accounts, and it links faster. 2) It shows investment allocation (very useful for someone like me with most of my investments in index funds). 3) It has a very useful retirement planner, which is the best I've used. Every other retirement planner tells me I'm abysmally behind, due to its inability to link to all of my accounts. The Personal Capital retirement planner gives me an analysis that I feel is much more reliable, so that I know what financial changes I should make now in order to have a stable future.
Brent and C.
The app is really useful for tracking investments across multiple providers for my wife and I.
Lance
We keep track of our finances with QB, Personal Capitol usually matches to the dime.
Colin
Please convince Robinhood to open their API to you
Nick
Love the ease of use! #1 personal finance app!