Personal Capital

3 Lagoon Dr, Suite 200, 94065, Redwood City, United States
image
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.

Tags
Contact Info

You need to Login first to submit your review.

image
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.

image
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!

image
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.

image
Camille Abdel-Nabi
GB

A must have if you're serious about budgeting and saving If you're serious about tracking your spending and budgeting, personal capital is a must. It really helps see where you spend your money and what you can cut back on. Linking all accounts has been easy and the technology at personal capital seems great. And since it's free, there is no excuse not to get it!!

image
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.

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow