Personal Capital

3 Lagoon Dr, Suite 200, 94065, Redwood City, United States
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3.35
Based on 20 Reviews

5

35.00%

4

20.00%

3

10.00%

2

15.00%

1

20.00%
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.

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Jonathan Gauntt
GB

Personal Capital is broken most of the… Personal Capital is broken most of the time. I have opened dozens of support tickets with the vast majority that go nowhere. Citi Card, Amazon, Navia, etc etc don't work with Personal Capital. It's so frustrating that I am going to go back to Mint or another platform. The "aggregation support" is beyond bad.

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Tyler Harris
GB

I love Personal Capital I love Personal Capital! It's really helped my family with budgeting and account management. My only gripe is apparently on Capital One where I have to have to continually reauthorize. You've informed me that this is on their side but I can't seem to find where to ping them about it. Hopefully you can make more progress on this with Capital One. Otherwise keep up the great work!! One feature request: Can you guys enhance the Budgeting feature to allow budgets to be set based on categories that roll up in to the overall budget? Thanks, Tyler

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Lisa Larbi
GB

Central hub to manage finances I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails that give me an idea of how I'm budgeting. Overall - highly recommend this app to have in your financial tool kit to run mini personal finance reports to get a "temperature check" on how you're doing :)

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Jen Barnes
GB

Fantastic tool for getting and keeping… Fantastic tool for getting and keeping your financial house in order. Easy to set up, and once you do, you can get both a bird's eye view and a detailed look at where you stand with regard to cash on hand, investments, loan debt, and credit card debt. This is the most useful general finance app I've come across.

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pak346
GB

Great Tool Overall I've used PC for a while now, and I really like all the features and how generally easy it is to navigate around the site. Both the desktop and phone apps work great and are intuitive to use. The only downside is account integration sometimes doesn't work (especially with Robinhood). I don't know if it's an issue with PC or with the other accounts, but it makes it hard to really want to use PC when I can't sync all my accounts. Other than that, I really like everything about PC.

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