Hope
So Useful!
I love Personal Capital's ability to link every kind of account I could possibly have! Knowing the categories of my highest expenses each month really helps me get my spending under control.

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
Hope
I love Personal Capital's ability to link every kind of account I could possibly have! Knowing the categories of my highest expenses each month really helps me get my spending under control.
BN
This has been the only software that has worked with every different type of account to give me a complete financial picture. I have only had one or two minor issues that the support team has handled quickly and they are very helpful.
Michael
Very happy with it. I use YNAB for budgeting but Personal Capital allows me to view my investments in one place between multiple companies very easily.
Phani
Excellent app to manage multiple investment accounts. Love the app, ease to use, secure, available in desktop and mobile versions
Aleksei
Perfect free software for financial analyzing
Christopher
I'm so happy that somebody wrote this and built interfaces to talk to lots of financial institutions so I didn't have to write it myself.
Nichole
I can't do without this app! It helps me stay ahead of my financial responsibilities and shows me all of my accounts in one organized place!
Nicholas K.
Love the app. Great way to manage your finances and stay knowledgeable