David
Great for assessing your overall financial condition
Great resource!

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
David
Great resource!
Adesuwa
I love Personal Capital! I use it for everything not just for my finances but also for my loans and investment accounts. It is very accurate and also gives me information like if I'm paying more for management fees or or if I need to change my portfolio. This is definitely the best product out there.
Ryan
Personal Capital's dedication to fiduciary responsibility, sound investing, and intuitive software is unparalleled. I've been using PC for four months and have really enjoyed not only the easy-to-use software but also the sound advice and thought leadership.
Nathan
Really great to have all of my accounts in one convenient dashboard.
Rory
PC is better than Mint for tracking networth and retirement account balances over time. However, I tend to use Mint for tracking transactions and looking at trends in my spending.
Dan J.
I love the way that personal capital directly connects to every single one of my accounts. Even the investments. Quicken can't directly connect to my investment accounts or one of my gas cards. The website has many different reports that are very useful including the investment checkup. I would recommend Personal Capital to anyone who is looking to keep track of their personal expenses.
Ryan
PC is an outstanding financial resource for people of all ages!
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I use it every day and you should too!