RK

Raheem Kadewere

September 17, 2024 Source: Trustpilot.com

Person capital

This company is helping people who is looking for financial services

RL

Renee L

December 13, 2022 Source: G2.com

"Great for easy daily wealth management"

What do you like best about Personal Capital Wealth Management?

I love the daily email feature the most, it gives a snapshot of all the ins and outs of multiple accounts so you don't have to login to the platform to check.

What do you dislike about Personal Capital Wealth Management?

I had some problems connecting certain investment accounts like Crypto or even the Apple Credit Card wasn't supported.

What problems is Personal Capital Wealth Management solving and how is that benefiting you?

It's solving the problem of not knowing what charges I'm incurring so now I'm always in the know without having to lift too much.

S

SF

November 16, 2022 Source: Trustpilot.com

Easy to read Dashboards

Dashboard is clean and easy to read, they actually partner with AMEX for charges unlike competitors who miss this crucial partnership for true financial overview.

SS

Sathish S

October 7, 2022 Source: G2.com

"Good Wealth leads to Good Position"

What do you like best about Personal Capital Wealth Management?

The organisation mainly concentrating on the wealth of the individual or group.They are guiding us what needs to be done and what should not done.It helps us to raise our standard of living

What do you dislike about Personal Capital Wealth Management?

They can raise voice on health as they are concentrating on wealth management. The people should concentrate on their health too is need to be keep in timeline.

What problems is Personal Capital Wealth Management solving and how is that benefiting you?

It helps to start our career or helps us to raise when we struck somewhere in our career. It provides ideas about the technology where we are struggling to know.

Ak

Anoop k.s

August 1, 2022 Source: Trustpilot.com

Best portfolio tracker

It's really flexible application with ability to track different category of investment instruments against the benchmark gain keep track of goals with respect to varying market challenges.

CS

Carol Stiff

July 25, 2022 Source: Trustpilot.com

My only issue is that I joined in June…

My only issue is that I joined in June and I cannot link my bank past statements back to January 2022.

R

Ronald

July 15, 2022 Source: Trustpilot.com

Highly recommended

I'm a retired Portfolio Manager from a major Wall Street firm. I think Personal Capital is a great way to safely view various accounts in the aggregate without putting all of your faith in one institution. Personal Capital provides good ways to view your accounts and their holdings, and with many good tracking applications within the site.

As a "self-directed" investor I do occasionally get annoyed by the pitches to manage my investments. I do wish they had a way I could pay for the services I use and not feel like I have random advisors trying to pitch me on a fee based account. I know they have to have a revenue source, but I would happily pay for the benefit I receive.

CR

Carl Raney

May 11, 2022 Source: Trustpilot.com

personal capital is a great resource I…

personal capital is a great resource I check it daily. I appreciate the ability to get real time info on my investments and plan what I have for retirement and how long it is projected to last. Of course the recession has tweaked it somewhat Most of my assets are in Fidelity Plan to establish a money market account after liquidating some of stocks (brokerage) first and use this money to supplement my social security and small pension while living in retirement

P

PatrickG

February 7, 2024 Source: Trustpilot.com

A long time customer….

Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little difficulty beating their performance! I keep only a portion invested with them as a hedge on the off chance I am wrong:) The Rebranding was a remarkable stupid decision!

M

Mikolay

February 1, 2023 Source: Trustpilot.com

This is the best aggregator tool I have ever used

This is the best aggregator tool I have found to give me an overall view of my portfolio.

Keep up the good job.

Just a heads up: you WILL get marketing calls to convince you to join their active management group (i.e. they will manage your money for a fee) - but I understand that building the app costs money.

Personal Capital Reviews

User Rating

Rating Distribution

Do You Use Personal Capital?

Raheem Kadewere

Renee L

SF

Sathish S

Anoop k.s

Carol Stiff

Ronald

Carl Raney

PatrickG

Mikolay

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