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.
719 approved reviews, newest moderated first
Worked for most of my accounts, but wouldn't connect to my credit union (through itsme.com a common platform for credit unions) nor my Audi Financial Services account, NOR my Northwestern Mutual account.... So yea, the only account this supported vs.Mint was.... Wait, Mint supported MORE of my accounts!
By Evan
Helps me keep track of all my pennies.
By Jose
Much better than Mint. Very happy I switched.
By Jackson
Use it regularly to keep an eye on my accounts. Never had any issues and they do offer paid services, but they are not pushy about it.
By Dan
Okay platform but comes with a lot of bugs and the support team is not much help. It's free so I'm okay with it. Also no incentive to recommend to friends such as referral bonus.
By Daniel D.
Couldn’t imagine not having this app
By Parker T.
Huge fan of personal capital. Provides an intuitive overview of your finances across a sprawling number of financial institutions. My personal favorite view is the monthly cash flow chart.
By Hesham A.
Personal Capital is a staple in the pursuit of general financial health and the FI/RE movement. In setting personal financial goals, one must have a coach or a confidant to ensure they stick the course and PC understands this perfectly. By highlighting your net worth, the software motivates you to always optimize your daily, monthly, and annual expenses - encouraging you to fine tune your financial habits.
By Robert D.
