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Personal Capital Reviews | Read Customer Reviews of personalcapital.com

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Money & Insurance
Investments & Wealth
Personal Capital

Personal CapitalReviews of personalcapital.com

4.4719 reviews
Investments & Wealth
3 Lagoon Dr, Suite 200, Redwood City, California

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Personal Capital4.4

Reviews719 About Contact

Overall score

4.4 out of 5

Great

Average of 719 reviews

Distribution

5★69%
4★15%
3★5%
2★5%
1★6%

What customers rate

Detail scores appear once 5 customers have rated them.

Contact & location

(855) 855-8005
personalcapital.com
[email protected]
3 Lagoon Dr, Suite 200Redwood City, CA 94065

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About Personal Capital

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.

Also known as: personalcapital.com
Website: personalcapital.com
Category: Investments & Wealth
Location: Redwood City, California
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 4% of reviews.
Latest: Most recent review: April 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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Personal Capital reviews

719 approved reviews, newest moderated first

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Venkat
Feb 10, 2017
Excellent
Can't stop looking at the metrics it generate on day to day basis .. Love it!!!
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Nicholas
Feb 10, 2017
Great software, issues occasionally
This software is pretty great! My only issues have been occasional problems connecting to my bank. I wish that the retirement calculation feature was a bit more robust and that more retirement related features could be added.
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null
Feb 10, 2017
peronal capital
user friendly
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AlexB
Feb 10, 2017
Great free resource for tracking investments
Great free resource for tracking investments. I really appreciate the simplicity of the interface, the help resources/literature, and the ability to elect for advisor services on my own terms.
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Robert
Feb 10, 2017
Perfect experience
It is really convenient to use Personal Capital.
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Brett
Feb 9, 2017
Everything you need, no BS
This thing is damn near perfect. No ads, easy-to-interpret high-level views, great drilldown tools, and up-and-coming advice tools. I love Personal Capital.
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Mikaela
Feb 9, 2017
Personal capital is a great website to review your finances
This website has really helped me track finances all in one place. It also offers great tips for your portfolio and investments
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David
Feb 9, 2017
A great educational tool
The personal capital app has taught me a lot about my net worth. I can see what i have, it updates daily, and it keeps me motivated to improve my situation. I wish we could squeeze the full site into the app, that's where I've benefited the most. The investment analyzer opened my eyes to mutual fund fees! It's a great product and it might make me a full personal capital client in the future.
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