Great
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.
719 approved reviews, newest moderated first
Weston
Posted
I use Personal Capital as a complement to other services. PC provides a great long term view of my goals and I love the weekly snapshot that compares to last months spending, this has really helped me to try and play a game to keep this months expenses lower than last months.
CP
Posted
I think that Personal Capital is a great resource for tracking my overall Financial Health. I use a combination of Mint, Personal Capital and Sigfig. Each one of these has their strengths.
Madison C.
Posted
Absolutely love it! Helps organize finances into one screen. Only critique is the loading time to update accounts, otherwise amazing
null
Posted
Personal capital is more than just a budgeting app, it really gives you a 360 view of your spending, saving, and investment unlike other apps I've used before.
Jordan
Posted
While i have a dedicated 401 program, it is nice to see where it is lacking.
Andrew
Posted
Performance section not effective for tracking actual performance of your investments which is the entire point of this app. Customer service cannot satisfactorily answer questions about why my current performance is -95% when it is clearly not based on home investment sites.
Monica
Posted
Convenient way to help me stay on top of my finances. Use website & mobile app and both are wonderful!
Drew
Posted
Personal capitals tools are absolutely top notch and the company appears to have their users' best interests at heart. I haven't used their paid services but I have no doubt that they're worth the money if you don't already have a specific plan you want to implement for your capital management. I recommend it to everyone I know.
