Great for top-level management
Great for top-level management of your finances. Not so great for micro-managing budgets. My preferred place for weekly financial check-ins.
By Brandon
Tuesday, November 10, 2026 · Customer reviews of US businesses

The Fair Hearing score
Great
719 reviews
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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
Great for top-level management of your finances. Not so great for micro-managing budgets. My preferred place for weekly financial check-ins.
By Brandon
Easy to use. Clearly presents an overview of your accounts with the ability to drill down into further detail. Great self service tools and investment checker.
By David
Nice to see all your accounts in one place.
By Christine
Personal capital is great, but there are some minor issues. When a bank transfer is in progress, or there is an error reading bank balances, the net worth amount for a day or two Is incorrect, and will be in the net worth history forever. There was also one time when all purchases during a 1 week period were duplicated 4 times (one for each account linked). As for missing features, the retirement planner has no way to plan for different contribution amounts or withdraw amounts over time. It is also missing the ability to keep track of cash, and distinguish between pre-tax, roth, and after-tax investments. It is great at what it does, but should do a lot more.
By James
Very easy to use and super helpful for tracking all of your accounts.
By Doug
I love the easy to grasp charts on investment performance.
By Siva
Sort of helps summarize, but doesn't do much else. Or at least easily if it does.
By Customer
It works well.
By null