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.
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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
719 approved reviews, newest moderated first
Adam
There are a number of apps that do roughly what Personal Capital does, and it's largely a matter of personal preference as to which user experience is better. However, Personal Capital is the only one I've tried that was able to connect to all of my accounts, so for me it wins on the ability to execute its core functionality - aggregating account data.
RY
Great way to organize finances. Truly a great service.
Kelsy
It's been easy to sync my investment and mortgage accounts, but near impossible to keep my BECU accounts synced. There seems to be a miscommunication between BECU and personal cap. Hoping it improves and I'll be able to leave a better review soon.
Luis
An excellent tool to monitor all your money and investment in one place.
Tristen
Great for daily tracking of cash flow investments, and expenses.
ssh
Great software! I love the graphs for basic net worth monitoring and the tools/calculators for retirement and investment planning are a great addition.
REYNALDO C.
I was using Mint but was unable to link all my accounts. With Personal Capital, all my accounts are linked except for a mortgage account in Puerto Rico with FirstBank. If I could link that account, I would have a complete financial picture and would add a 5th star. Overall, I really like Personal Capital and would like to make it work for me.
Stephen
Very helpful, fast, understandable and easy to read dashboards.