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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customer
GB

nothing to say -

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Joseph D'Cruz
GB

Personal Capital Support Deteriorating Personal Capital, now Empowerment is no longer the responsive company I am use to working with. Their dashboard and financial planning has been accurate and very informative. When there are issues, their support got things resolved within 2-3 weeks, sometimes the next day. Now, things have changed, support lacks responsiveness and cannot give ETAs on fixes.IT is not exact science however it raises the question of the capabilities of their personnel to get things fixed. Something has to change.

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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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Derek
GB

Holds lots of info, not very neat The software is great for holding A LOT of information. You can put everything in there. However, it doesn’t let you put % ownership of real estate investment properties (if you own with a partner) and can’t link purchasing activity to Venmo. I also think the interface could be a lot cleaner. It’s takes some getting used to, I’ve had it about a month and I still can’t navigate it as efficiently as I’d like.

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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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