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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Robert Miller
GB

Unreliable They asked for this review, so here it is. When I first downloaded the app it was great, but most accounts don’t update correctly or regularly. I read somewhere that they were good at keeping up on this, but in the 4 months I’ve had the app I haven’t seen any of them get fixed and only ones that at one point updated have stop working. Recently they just did a whole style update, which is great but honestly a little frustrating, they should be spending their time making the app work right but instead it just looks better, and still doesn’t work right.

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Sir. Matthew Littrell
GB

I love having a place to keep up with… I love having a place to keep up with everything for free, a safe place that respects my Hustle. Although, I'm good enough to run my own portfoliio, PC has helped me realize which Assets of mine have too high of an Expense ratio. For that I am eternally grateful though if I did let this institution balance my holdings I'd be paying as much in expense ratio as a cost for management; which is a bit counterintuitive.

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Kent Good
GB

As a former Quicken user… As a former Quicken user, I can't see paying $45/year to buy a subscription. I tried Personal Capital and am very pleased with it's interface, performance and pricetag. The only weakness I can see is the inability to track cash purchases or do online updates of manual accounts. Otherwise, I think I'm hooked.

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Daniel
GB

Worth trying out Makes keeping track of your finances so much easier! You can seek all bank accounts, credit cards, retirement accounts, and anything else you may have, all in one place. It has helped me keep better track of my family’s finances. I would highly recommend giving it a try.

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PatrickG
GB

A long time customer…. Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little difficulty beating their performance! I keep only a portion invested with them as a hedge on the off chance I am wrong:) The Rebranding was a remarkable stupid decision!

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