Sean W.
Great website
I really enjoy Personal Capital because I can see all of my accounts as a whole, and I like watching my net wort grow. Very user friendly.

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
Sean W.
I really enjoy Personal Capital because I can see all of my accounts as a whole, and I like watching my net wort grow. Very user friendly.
Aaron K.
I tried Personal Capital after using another competitor's software to manage my personal finances. Personal Capital is easy to use and set up. The interface is easy to understand where you are financial. I would recommend Personal Capital to anyone!