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Personal Capital Reviews | Read Customer Reviews of personalcapital.com

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Money & Insurance
Investments & Wealth
Personal Capital

Investments & Wealth

Personal CapitalReviews of personalcapital.com

3 Lagoon Dr, Suite 200, Redwood City, California

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4.4

Great

719 reviews

Personal Capital4.4

Reviews719 About Contact

About Personal Capital

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 Consumer Courier, with an average rating of 4.4 out of 5.

Also known as: personalcapital.com
Website: personalcapital.com
Category: Investments & Wealth
Location: Redwood City, California
Listed on Consumer Courier: 2026

About these reviews

Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
The score is the plain average of the published reviews on this page.
The company replied to 4% of reviews.
Most recent review: April 2026.

How we calculate scores

Rating breakdown

5 star69%
4 star15%
3 star5%
2 star5%
1 star6%

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Contact & location

(855) 855-8005
personalcapital.com
[email protected]
3 Lagoon Dr, Suite 200Redwood City, CA 94065

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Personal Capital reviews

719 approved reviews, newest moderated first

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null
Posted Jan 16, 2019
Exelent tool to know about your…
Exelent tool to know about your financial bussines, thank you!
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Rachel
Posted Jan 11, 2019
I’m a huge fan of Personal Capital.
I’m a huge fan of Personal Capital.
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Rhonda
Posted Jan 6, 2019
Easy to use
Easy to use. Set up in minutes. Great tracking and retirement tools
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Lesley
Posted Jan 2, 2019
Switched from Mint
Switched from Mint. I love the incorporation of graphical data, showing trends over time and the planning tools for retirement! Very impressed!
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Yolande
Posted Dec 29, 2018
Great way to track your net worth.
This is a great app. Very user-friendly and intuitive.
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Scott
Posted Dec 11, 2018
4 stars
Good basic functionality. Great graphics. Account integrations fair.
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N.Y.
Posted Dec 6, 2018
Excellent
Excellent software and dashboard. Only missing a star because there's no option to pin the sidebar upon opening the webpage and because the budgeting part of the website is lacking compared to competitors. A more robust budgeting system and a pinned sidebar makes this 5 stars easily due to ease of use and helpfulness.
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Latisha
Posted Dec 3, 2018
It took me a long time to finally…
It took me a long time to finally implement the use of this tool despite numerous great reviews. Once I finally decided to use it- the process was easy and simple (this was my fear) and the dashboard provided me with an overview of my situation and gave me tips. Its only been a few days so I will update my review in a couple of months....
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