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
Heather
Personal Capital is the money management app that I recommend to all my friends. I love the simple budgeting features alongside a comprehensive view of my investment holdings. There’s no alternative that I like as well.
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Great app to keep track of all your financials. I definitely recommend.
Steven
Excellent financial tracking software that makes it easy to see the big picture with your money. Retirement planner is a great tool, as well as the investment account fee tracker. Thank you Personal Capital for helping me organize my financial life.
Antwon
This tool has been so overdue for me. I've wanted a tool that I can use to track all of my financial accounts, manage my asset allocation, and plan for retirement. I figured there wasn't a tool that could do all 3 in one application. And then I found Personal Capital while listening to a financial podcast. And it has made ALL the difference. I've been such a fan of it over the past few months that I've encouraged 5 of my associates to signup as well. Even my Mastermind Group has signed up. We'll be using it for our longterm wealthy planning and as a way to hold each other accountable.
Shoumik
Provides an excellent perspective of your personal financial situation
Joshua
It's simply a useful and excellent tool.
Josh D.
Personal Capital is phenomenal. It's so neat and organized and it really gave me a perspective on my net worth allocation. SIX out of five stars!
Matthew
Have not been able to use it much due to 12 hr shifts at work, and just downloaded the app to my phone. But so far I like it very much. Easy to use. I like how they give you updates on your spending.
