Ms Shannon M.
All my finances in one place!
A fantastic app! It allows me to review all my finances in a glance.

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
Ms Shannon M.
A fantastic app! It allows me to review all my finances in a glance.
Carl
Really helpful and insightful.
Allison
They offer lots of graphs that are easy to understand, and adding accounts is easy.
Julie
Personal Capital is a convenient way to keep track of your cash flow and worth. After some very quick set up, I have an easy way to look across my bank and investment accounts, which is great for budgeting.
Jamie
Easy to use, one place to keep track of all my finances
null
Great tools to consolidate all of my accounts in 1 place. Provides easy to use dashboards that allows me to track my habits and make better decisions.
Brian
Syncs just about any account type, including smaller banks. The ability to check your net worth at any time is incalculable. Highly recommended
CP
I think that Personal Capital is a great resource for tracking my overall Financial Health. I use a combination of Mint, Personal Capital and Sigfig. Each one of these has their strengths.