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
Evan
I switched to Personal Capital from Mint and will never go back. I love how PC organizes my investment categories and provides comparisons to the S&P 500 and others. I also find that the tool updates and tracks my accounts more reliably than Mint. Overall, it's a much stronger service and is more investment-oriented. I also appreciate the finance blog and article aspect. I've read a few posts and found them useful.
Jay
I love the convenience of having all of my accounts linked onto one page. I actually recently discovered three fraudulent withdrawals of $500 on an ATM card by seeing the transactions while viewing my Personal Capital account. The only thing that prevents me from giving a 5-star review is when the accounts are no longer linked, and you have to reset them. To be fair, this could be due to the inked accounts using some form of security. Also, the inability to connect my TradeKing account to Personal Capital.
Angel R.
Its amazing all the tracking this does of your accounts. Really helpful and its worth a download
Alec
Very helpful retirement forecasting and fee impact tools. Better than Mint overall but lacking a budget making tool.
Brian
Simply the best.
Travis
Great resource for collecting all of your financial information in one place so you can get a clear picture of how you're doing.
Mark
App is great. Only thing I'd improve is syncing with accounts that have 2 tier security login (password and then security question).
Me
It's good to see everything under "one pane of glass."