Personal CapitalPersonal 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
719 approved reviews, newest moderated first
Ryan
I use Personal Capital almost every day, and it is incredibly helpful to view all my finances in one location with minimal advertisements (looking at you mint.com). I'd rate higher, but as of now, Personal Capital is really lacking in cryptocurrency support, and I'm having to manually enter my crypto and adjust their values on a regular basis. Also, 2FA seems to not work very well for certain organizations. Overall, I'm very pleased.
Julio
I love it! A great alternative to Quicken Deluxe. For my personal finance purposes it fulfills all of the features that i use in Quicken.
Diana D.
Great tool for analyzing investments! Keep up the good work guys..
Peter
I don't like how it triggers security checks by the sources like scottrade for example then asks me extra security questions when logging in to their system normally, or interactive brokers causes by 2factor alert to go off when the system logs in. That is really the only pain point. 53rd brokerage accounts seem to be broken too
Filippo
The dashboard is comprehensive and the best one available for free!
Christine
Great at aggregating several investment accounts and it's smart at calculating return, unlike Mint.
Jordan
This is an amazing app.
Daniel
the ui has much better performance than mint. Also the planning,trending features are much more powerful. Though i have to say that categories for purchases are not as flexible as Mint but that could be a good thing as it focuses charges on more simple terms.