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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Annaca Frazier
GB

I genuinely love Personal Capital I genuinely love Personal Capital. I’ve never had a wholistic view of my net worth before. It provides easy visibility to spend categories and how I’m tracking on expenses vs prior month. I have a few retirement accounts so it’s nice having an aggregated view of all my accounts in one centralized space. I would highly recommend Personal Capital. Both the desktop and mobile (app) view are user friendly.

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Patrick
GB

Continuous errors with adding accounts Continuous errors with adding accounts. Good interface, though. "Log on to the third party website and come back to Personal Capital." OK. Done. "Error updating your account. Please log on to the third party website and come back to Personal Capital." Repeat 10 times and never add your account. Thanks.

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grace
GB

i wanted to transfer over from Mint to… i wanted to transfer over from Mint to use personal capital but there are too many things that it cant do. the capital one cards, the transaction history thats limited. ive emailed to get these issues fixed and it always seems like the answer is sorry nothing more that we can do. so now im back to using mint.

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customer
GB

nothing to say -

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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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