Madison C.
So helpful!
Absolutely love it! Helps organize finances into one screen. Only critique is the loading time to update accounts, otherwise amazing

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
Madison C.
Absolutely love it! Helps organize finances into one screen. Only critique is the loading time to update accounts, otherwise amazing
null
Personal capital is more than just a budgeting app, it really gives you a 360 view of your spending, saving, and investment unlike other apps I've used before.
Jordan
While i have a dedicated 401 program, it is nice to see where it is lacking.
Monica
Convenient way to help me stay on top of my finances. Use website & mobile app and both are wonderful!
Drew
Personal capitals tools are absolutely top notch and the company appears to have their users' best interests at heart. I haven't used their paid services but I have no doubt that they're worth the money if you don't already have a specific plan you want to implement for your capital management. I recommend it to everyone I know.
Andre
I enjoy only having to log into one account to view all of my financial information. Saves tons to time.
Justin F.
I'm 31 male and have needed to organize my finances as I've gotten older. Until personal capital this was difficult and intimidating. Now my growing financial portfolio is easy to manage yet granular at the same time. Be aware though this is not everyone. This platform is really meant for people with: stock, mortgage, investments, credit cards, alternative savings accounts. If you don't have this then I would go with mint or a similar company.
Personal capital F.
Great tool must own for all