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
Chris
This is a great program for tracking trends with net worth and investments. The budgeting features are not as good as Mint.com. They have a very limited list of categories and you cannot create new ones. I also wish manual accounts could be listed as investments instead of only being able to list them as "assets"
Chris
Excellent product so far, but would like to see Personal Capital to continue to innovate and enhance their product offering. It's much better than Mint and other similar fin tech services.
Hope
I love Personal Capital's ability to link every kind of account I could possibly have! Knowing the categories of my highest expenses each month really helps me get my spending under control.
BN
This has been the only software that has worked with every different type of account to give me a complete financial picture. I have only had one or two minor issues that the support team has handled quickly and they are very helpful.
Semcc23
Easy to add accounts. the ux is clean.
Michael
Very happy with it. I use YNAB for budgeting but Personal Capital allows me to view my investments in one place between multiple companies very easily.
Phani
Excellent app to manage multiple investment accounts. Love the app, ease to use, secure, available in desktop and mobile versions
Aleksei
Perfect free software for financial analyzing