Nathan
Fantastic!
Really great to have all of my accounts in one convenient dashboard.

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
Nathan
Really great to have all of my accounts in one convenient dashboard.
Dan J.
I love the way that personal capital directly connects to every single one of my accounts. Even the investments. Quicken can't directly connect to my investment accounts or one of my gas cards. The website has many different reports that are very useful including the investment checkup. I would recommend Personal Capital to anyone who is looking to keep track of their personal expenses.
Ryan
PC is an outstanding financial resource for people of all ages!
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I use it every day and you should too!
Jamie
I love this app! Its so encouraging to watch my net worth increase over time.
Evan G.
This is the one-stop app for all your finance tracking needs. Once you take the time to set it up - it just works! I love it!
Michael G.
Great way to manage my money.
Joshua
Personal Capital is a great product for tracking your net worth and analyzing your investment portfolio. I love the retirement planner for a detailed projection of future income and expenses. It's hands down better than Mint. Sometimes I wish there was more granular control over each account, but that isn't really a issue often.