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Personal Capital Reviews | Read Customer Reviews of personalcapital.com

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Money & Insurance
Investments & Wealth
Personal Capital

Personal CapitalReviews of personalcapital.com

Investments & Wealth
3 Lagoon Dr, Suite 200, Redwood City, California

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4.4

Great

Based on 719 reviews

Personal Capital4.4

Reviews719 About Contact

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Rating breakdown

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

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What customers rate

Honesty, pricing, process and quality scores appear once 5 customers have rated them.

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 Folks Told, 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 Folks Told: 2026

Contact & location

(855) 855-8005
personalcapital.com
service@personalcapital.com
3 Lagoon Dr, Suite 200Redwood City, CA 94065

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About these reviews

Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
This company cannot pay to remove reviews or change its score.
The company replied to 4% of reviews.
Most recent review: April 2026.

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Personal Capital reviews

Showing 498 reviews with 5 stars · Clear filters

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Summer
May 26, 2018
Great way to track my spendings!
Great way to track my spendings!
Report
Jeff
May 21, 2018
Excellent
Excellent, my only concern is data privacy, with all of my stuff being consolidated in one reporting tool I'm concerned it makes it easier for someone to hack my identity, what do you do to resolve this fear? Thanks, Jeff R
Report
CustomerJohn E.
May 21, 2018
Excellent service!
Excellent service, complements my other accounts and finance tracking sites in a great way!
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Terry
May 7, 2018
Excellent way to track you assets and…
Excellent way to track you assets and liabilities all at the same time!
Report
Pat
May 7, 2018
Great app/company
Great user experience.
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Yves
May 3, 2018
Excellent product
Excellent product, I really love the Investments section, specially since Google Finance shut down their "My Portfolio" feature.
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Moko
May 1, 2018
It's a great alternative to mint
It's a great alternative to mint. As a result, I use both
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null
Apr 28, 2018
Personal Capital is great
Personal Capital is great! I love being able to see all of my financial information in one place and they typically have accounts updated before the institutions do!
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