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
Tarun M J.
My experience with Personal Capital has been nothing short of wonderful. I have been able to consistently track my net worth over time and ensure I am in line with my goals. A very important tool within Personal Capital I find very useful is the 'investment balancing recommendations', where I get ideas on what type of equities I'm heavy/light in, so that I can re-balance and ensure I am properly diversified.
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Great for investment/retirement tracking but would make it 5 stars if there were better budgeting and categorization of expenses. Being unable to split transactions makes tracking anything else besides investments pretty impossible and very inaccurate. If splitting trans, budgeting, and reporting would get upgrade I'd give Personal Capital 5 stars and move completely over to this platform.
Yvonne
Personal Capital has helped me be more aware of my spending and savings. I know have saving goals to reach because in an instant I can see the results. Before I was not as concerned with building a financial safety net. I'm grateful for this site! Yvonne
Tyler R.
Great free tool for compiling financial dashboard of personal finances. Great for budgeting,long term planning, and variance explanations.
Nick
Personal Capital offers seamless tracking of all my accounts, sound advice, and concise news to keep me updated on finance every week. I cannot begin to express how powerful a tool this is for anyone seeking to track, manage, and grow their wealth. Thank you, Personal Capital Team! Nick
Someone
This is a great tool to view most all the places where your money goes, wether credit cards, loans, or even savings and retirement accounts, it's all in one place it's extremely convenient! I only wish they could expand their institutions available, my mortgage is with a regional bank not accesible by Personal Capital.
Jonathan
Very easy to use and easy to understand. It combines all your finances into one easy picture.
John S.
I love this app. It reminds me of how broke I am. Lol