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
S. L.
PC is strong on the financial side, and I hope in coming years I can take better advantage of that. But the doorway in is through daily personal finances (income and expenses), but it is weak or too rudimentary in that area. It needs more budgeting capability, ability to add notes to expenses, create your own expense categories, link transactions in checking with your other accounts, etc.
Andre
I enjoy only having to log into one account to view all of my financial information. Saves tons to time.
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It does not sync with many of my accounts and it only tracks spending accounts. I also want to track investments all in 1 app.
Justin F.
I'm 31 male and have needed to organize my finances as I've gotten older. Until personal capital this was difficult and intimidating. Now my growing financial portfolio is easy to manage yet granular at the same time. Be aware though this is not everyone. This platform is really meant for people with: stock, mortgage, investments, credit cards, alternative savings accounts. If you don't have this then I would go with mint or a similar company.
Personal capital F.
Great tool must own for all
Stanislav
PC is perfect for people with multiple accounts and several financial institutions. It allows you to see all of your finances at a glance whenever you want.
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Personal Capital pulls all data together and gives me a clear overview of all my accounts by just refreshing it. It is a convenient, easy to use to-go app for a finance newbie.
Mike S.
Definitely a great asset, looking forward to getting more from personal....