Personal Capital

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

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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!!

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Jonathan Gauntt
GB

Personal Capital is broken most of the… Personal Capital is broken most of the time. I have opened dozens of support tickets with the vast majority that go nowhere. Citi Card, Amazon, Navia, etc etc don't work with Personal Capital. It's so frustrating that I am going to go back to Mint or another platform. The "aggregation support" is beyond bad.

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Sir. Matthew Littrell
GB

I love having a place to keep up with… I love having a place to keep up with everything for free, a safe place that respects my Hustle. Although, I'm good enough to run my own portfoliio, PC has helped me realize which Assets of mine have too high of an Expense ratio. For that I am eternally grateful though if I did let this institution balance my holdings I'd be paying as much in expense ratio as a cost for management; which is a bit counterintuitive.

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Lisa Larbi
GB

Central hub to manage finances I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails that give me an idea of how I'm budgeting. Overall - highly recommend this app to have in your financial tool kit to run mini personal finance reports to get a "temperature check" on how you're doing :)

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I F
CA

It was a great company until they were… Note: I see many people rating their free services. I am rating their financial advisor services. It was a great company until they were purchased. After that, the company turned south quickly. They sold their expensive 0.89% service rate as beating index by 1% with their superior diversification strategy. Under-performed by 1% so would have been better off in a robo-account. Used to have great advisors, but then turnover accelerated. When I left, advisors weren't even responding to emails. Also, the dashboard consistently had problems that were never addressed.

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