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719 reviews
Personal CapitalHonesty, pricing, process and quality scores appear once 5 customers have rated them.
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 Rated Honest, with an average rating of 4.4 out of 5.
Showing 498 reviews with 5 stars · Clear filters
Drew P.
Posted
The best personal finance app I have on my phone + web browser. Easy to use and clean interface. Gives you the 30k foot view of your finances while also tracking your day-to-day progress. Highly recommend.
Lisa L.
Posted
I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails that give me an idea of how I'm budgeting. Overall - highly recommend this app to have in your financial tool kit to run mini personal finance reports to get a "temperature check" on how you're doing :)
monster
Posted
Makes it easy to see (almost) all your accounts and balances at once. Hopefully they will link to / support Coinbase soon. It’s easy to use and has lots of tools built in.
Kevin
Posted
Easy to use, a bit less versatile than I would prefer but checks the boxes with reliable aggregation which is more than can be said for Mint.
Bijan M.
Posted
I've been using this platform for years and love it! The best thing about it is that I'm able to track all of my financial accounts on here and understand where I am in terms of net worth. I have my doctorate which comes with a high burden in student loans and I set a goal to have a net worth above zero within the next year or so. Using personal capital makes it easy my progress towards that goal.
Peter S.
Posted
I love that personal capital can aggregate all my different checking accounts, savings accounts, loans, and investments into one place and give me an at a glance snapshot of my net worth. I checked the app at least once a day and find it very useful.
Michael B.
Posted
The capacity for year end review, the budgeting, the easy to use interface, I could go on and on about all the features I love utilizing Person Capital. The bottom line here is JUST TRY IT OUT! I tried it out and immediately fell in love with it. It speaks for itself how easy it is to manage all my lines of credit and investment accounts all in one place.
ML
Posted
Powerful personal finance tools with the most flexibility of any app I've used
