Bob
Love Personal Capital
I love the immediacy of Personal Capital. It keeps me on course when life gets complicated. I can check balances, deposits, expenditures, and investments on the fly.

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
Bob
I love the immediacy of Personal Capital. It keeps me on course when life gets complicated. I can check balances, deposits, expenditures, and investments on the fly.
Charles
One of my favorite apps
Dan
Good to see everything in one place
null
I have used Personal Capital to track my finances for 2 years now. I can credit this application for getting a handle on my spending habits and completely turning around my finances.
Erik
Having access to all of your accounts (credit, mortgage, banking, investment, etc.) in a single and well designed UI has been invaluable in our families wealth planning. I whole-heartedly recommend this to anyone .
Neal
I would recommend Personal Capital to anyone and everyone! I use it daily!
David
Great resource!
Ryan
Personal Capital's dedication to fiduciary responsibility, sound investing, and intuitive software is unparalleled. I've been using PC for four months and have really enjoyed not only the easy-to-use software but also the sound advice and thought leadership.