Tuesday, November 10, 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
Great app, wish I could adjust categories more easily and it stored data longer or there was an export to csv option? There are more insights I'd like to see about spending, otherwise the financial stuff is great.
By VT
I've been using Personal Capital for a few years now primarily on mobile (Android). I love it! I can quickly and easily see all my assets and transactions in one place. I mostly use it for checking the status of my net worth and watching my debt go down. I don't typically use it on a transaction basis for monthly budgets or anything like that. The "Fix Account" portion has really gotten better over the years. Most accounts are integrated, however, for the ones I can't find the Manual Account is easy enough.
By freshyseth
Excellent App to keep track of where your money is being spent.
By VJ
My experience thus far has been great with personal capital. Highly recommend to anyone wanting to better grasp where the money is.
By Jonathan
I love having all my investment accounts in one place.
By Stefanie
This app is incredible. It helps me keep track of my whole financial life. The interactive graphical representations of net worth, investments, cash flows, and projected retirement savings are extremely powerful. I’m grateful for Personal Capital.
By Benjamin
Top notch software. Links effortlessly to all the financial sites. Apprehensive about data being in the cloud. Haven’t figured out if expenses categories can be customized.
By DJUAN
Great product and easy to use. Faster, less buggy, and offers far more tools to manage a portfolio than other tools I've tried. I'd recommend Personal Capital to anyone looking for a streamlined way to track their investments.
By Brendan
