Alex S.
Aesthetically easy on the eyes
Very helpful visuals

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
719 approved reviews, newest moderated first
Alex S.
Very helpful visuals
Kiel L.
Personal Capital has been a good system to get a good overview of my financial position but I can't seem to figure out how to use it to do proper budgeting. There may be a way, but to me at least it is not intuitive. But I plan on continuing to try to figure it out.
Response from Personal CapitalAug 9, 2021
Thank you Kiel for your feedback, please reach out to [email protected] if you have any questions, our team would be happy to walk you through the features.
Cheryl B.
Love this app! I log in a few times a week to track my net worth. Easy to use once all accounts are linked.
JD O.
Get app for personal finance
Randy B.
I can't connect my accounts. I've been going back and forth with support for a month.
Response from Personal CapitalJul 6, 2021
We are sorry to hear Randy, most aggregation issues will work themselves out overtime, but we hope to find a resolution soon.
William B.
Amazing software. I love how personal capital aggregates all my data. It's truly the swiss knife of personal finance. I an can see an all-encompassing picture of my finances in one place. The user interface is very well designed, with easy-to-understand and visually appealing data. It's really convenient how it's linked to all my accounts and I can have a quick picture of my finances and drill down into the data. Love personal capital and highly recommend it to anyone!
Brian K.
My accounts won't connect. I've filed tickets and have had no help. I've called, emailed, chatted... no person has been able to help.
Response from Personal CapitalJun 24, 2021
Sorry to hear you're having trouble syncing Brian, please reach out to [email protected] and we can definitely help. We also keep our support page up to date with known issues and is a great resource for syncing tips with various institutions. https://support.personalcapital.com/hc/en-us
Zipporah
I wish I could love it like everyone else. My accounts keep being disconnected and I have to reverify almost daily which is quiet taxing. One of my bank accounts refused to connect which is a glitch from personal capital. Reached out but its been over 3months and no one has gotten back to me. I kept asking them if they are solving it as there was no communication from their side. Food concept I just wish it would work for me.
Response from Personal CapitalJun 15, 2021
Sorry to hear this Zipporah, thank you for letting us know!