Great
719 reviews
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 Consumer Courier, with an average rating of 4.4 out of 5.
719 approved reviews, newest moderated first
Zac
Posted
Love the program. The only drawback is when it can't pull in an account I'd like. But it would be unreasonable to expect they could pull in any account imaginable. And that being said it pulls in almost every account I have flawlessly and has a request feature to get those accounts loadable. Can't believe it is free.
Rick
Posted
It is an awesome tool for tracking all your accounts in one place. Helps you track all your investments in one place to get an overall picture of your finances and net worth.
Derrick
Posted
Easy to use and it’s awesome to have everything in one place. The multi-device support is a huge time saver.
Austin
Posted
Personal Capital is now a critical part of my daily financial management routine.
Dom
Posted
Very heavily focused on investment and retirement planning. No ability to split transactions was a deal breaker. I'll be sticking with mint for my tracking needs
Kevin
Posted
This app has proved very useful for keeping me in budget and checking my expenses. The layout and features are very clean and insightful. Overall it is very intuitive and provides excellent information about my personal finance.
David
Posted
Awesome and easy to use. Worked with robinhood before anything else!
Tyler
Posted
Web app has stability issues and lags a bit, but otherwise fantastic software to give visibility into all aspects of my finances. The iPhone app I've found to be more stable.
