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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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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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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I F
CA

It was a great company until they were… Note: I see many people rating their free services. I am rating their financial advisor services. It was a great company until they were purchased. After that, the company turned south quickly. They sold their expensive 0.89% service rate as beating index by 1% with their superior diversification strategy. Under-performed by 1% so would have been better off in a robo-account. Used to have great advisors, but then turnover accelerated. When I left, advisors weren't even responding to emails. Also, the dashboard consistently had problems that were never addressed.

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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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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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