Great
Based on 719 reviews
Personal Capital4.4Honesty, 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 Folks Told, with an average rating of 4.4 out of 5.
Showing 498 reviews with 5 stars · Clear filters
JOSH W.
I’m pretty hard to please when it comes to financial tools because I find most too limited to help. Personal capital is very helpful at keeping track of your net worth. And it breaks things down by catagory as well. Very impressed.
Spencer B.
Great support and awesome app!
John S.
The absolute best platform for tracking net worth.
Nishad
Tracks all cards/accounts I need. Clean UI with lot of intuitive features for portfolio review and management.
Igor
Great website, very convenient to use!
Alex H.
Incredible service for the price. This is such a fantastic portfolio solution for the price that they charge. I’ve spoken with other RIAs who charge twice what these guys charge. Solid product. Solid team.
Michael K.
Love Personal Capital, use it to track expenses, bank accounts and investments. Everything in one place, easy to use. Thanks!
Lucky K.
Great personal financial information management platform! IT'S COMPLETELY FREE to use!
