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
Charlie
I know personal capital won't change my bank account. However I have to give out my bank account credentials, which can enable others to do a lot of damage to me. I know personal capital won't want to do damage to me. But it's going to give me peace of mind if I am only giving out read-only access tokens of my bank account. With that being said, Personal Capital is still great.
Clifton
While I typically utilize other apps for budgeting and keeping track of individual expenses, Personal Capital is my go to website for keeping up with my portfolio and net worth.
null
Very intuitive and well organized app. Has really helped me get a handle on my periodic spending habits.
Johan
The homepage is straight to the point with your overall financial picture. There is also no nagging from their financial advisement team and do not try to push it on you.
Ahmet
Great experience
null
I like how it can breakdown all your various accounts in one place, show you allocations, sectors, etc. The views and graphs are cool too. Very useful and worth the very quick set up
Philip
I love the idea of Personal Capital, all of my accounts in one easy to view place. Of the sites I've tried, including Mint and Yodlee, Personal Capital has the best looking, most useful interface. Sadly, I have had trouble getting some of my accounts to properly link up, including my main checking account at my local credit union and my 401(k) account at American Funds. I have worked with their customer support team to resolve the issues for several months and they haven't been able to figure them out yet. This means that I still have to log into those accounts on a regular basis to check on the balances and transactions.
Erik G.
I check this software every day to see how I can optimize cash flow and increase my net worth.