Monday, November 9, 2026 · Customer reviews of US businesses
The Fair Hearing score
Great
719 reviews
Personal CapitalSelect a line to read only those reviews.
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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.
Personal Capital (personalcapital.com) has 719 customer reviews on The Fair Hearing, with an average rating of 4.4 out of 5.
Showing 498 reviews with 5 stars · Clear filters
I love this app, putting all your accounts in one place and being able to track them makes life much easier. This app does everything, track my investments, expenses, debt, bank account...you name it. My only suggestion would be to add other big companies like Coinbase in order to track other investments.
By Luis
My financial stress is way down after using Personal Capital!
By Michael C.
Personal Capital has completely changed my relationship with money. It’s an excellent tool for tracking net worth and visualizing the progress I make towards my goals. I use it everyday and you should too.
By Tim P.
This works great to keep track of all my spending and making sure I’m on the right track!
By Jo N.
Yes absolutely. Having invested in multiple places and holding multiple accounts. I wanted a unified experience. Personal Capital does a decent job at it. UI can be made better, but that's no big deal. Fact that few months back I wasn't able to add Stash (rest every other account I could add - BofA,Chase, Acorns, Robinhood). But few backs I randomly checked to see Stash accounts can be linked. a. Would have been great had I been notified. b. But its great more and more accounts can be added from varied sources. All in all, one stop shop!
By Chaitanya B.
Awesome! I liked the way My Income, Expenses, Investments can be viewed in one place as I wanted to...
By Milan S.
Easy to use and a lot of information to look through.
By Don S.
I like it! I love having everything in one place. It makes my financial life much simpler. And in this case as in most, simpler is better. My only comment would be the ability to clean up the overview—there are a lot of services (like the cash flow and expenses) that we use another software for so it would be great to customize that first page with what we want.
By Ty C.
