Carlos B.
I use it to track my investments and…
I use it to track my investments and budgeting every month - super useful

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
Carlos B.
I use it to track my investments and budgeting every month - super useful
Barbara B.
Excellent tool with lots of information in a clear format
Parth S.
I used to use mint before and I was hesitant of switching apps and attaching all the accounts again. But it was a great decision! Overall I love the app. I would love to see more security feature for better peace of mind. Great work!
Anthony
While it's frustrating I'm unable to add some accounts to my Personal Capital account, I am still able to add them manually, and the features and functionality of this platform are amazing and I use it all the time to calculate my net worth. Highly recommend!
Sean
The thoroughness with which Personal Capital helps you understand personal finances and investing for retirement is so above and beyond anything else I have used. It is extremely easy to link all appropriate accounts to encourage saving, reduced spending and expanding your nest egg. The phone app is easy to use and navigate also. I would highly recommend this service to anyone.
Pendyala R.
Very good app, which gives the consolidated view of your accounts
Zain M.
Can't live without it. My personal finances have dramatically improved since using it
Mr Dustin L S.
Extremely useful and the retirement section is invaluable.