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Personal Capital Reviews

User Rating

4.4/5 (Based on 5 Ratings)

Rating Distribution

  • Excellent

    60%
  • Very Good

    20%
  • Average

    20%
  • Poor

    0%
  • Terrible

    0%

Do You Use Personal Capital?

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Reviews
RK

Raheem Kadewere

September 17, 2024 Source: Trustpilot.com
Person capital
This company is helping people who is looking for financial services
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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.

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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.

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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!
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c

customer

April 1, 2024 Source: Trustpilot.com
nothing to say
Date of experience: April 01, 2024
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