Kieran
Works really well
Works really well, great way to visualize all of my finances in one place.

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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
Showing 108 reviews with 4 stars · Clear filters
Kieran
Works really well, great way to visualize all of my finances in one place.
Jarriel
Only downside to me is I can't link my local credit union
Nasser
This app works well with few glitches. Unlike the others that constantly ask to sign your accounts again and again. Offers me the financial summaries l need.
Bill F.
Needs to get more familiar with it, but it is what I needed fore
Ryan
I use Personal Capital almost every day, and it is incredibly helpful to view all my finances in one location with minimal advertisements (looking at you mint.com). I'd rate higher, but as of now, Personal Capital is really lacking in cryptocurrency support, and I'm having to manually enter my crypto and adjust their values on a regular basis. Also, 2FA seems to not work very well for certain organizations. Overall, I'm very pleased.
Peter
I don't like how it triggers security checks by the sources like scottrade for example then asks me extra security questions when logging in to their system normally, or interactive brokers causes by 2factor alert to go off when the system logs in. That is really the only pain point. 53rd brokerage accounts seem to be broken too
newUserCali
Great visuals and concept but... Account updating needs work. It often displays outdated information which leads me to go back to accounts individually to try and understand what the actual value is.
Matt
Personal Capital is a great tool for monitoring my assets. However, I regularly have sync issues with my various accounts.