--- title: Personal Capital Wealth Management Reviews meta_title: 'Personal Capital Wealth Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Personal Capital Wealth Management works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 3 scale: '5' date_modified: '2026-03-17' parent_category: name: Business Finance url: https://www.g2.com/categories/business-finance --- # Personal Capital Wealth Management Reviews **Vendor:** Personal Capital **Category:** [Financial Consulting Providers](https://www.g2.com/categories/financial-consulting) **Average Rating:** 4.7/5.0 **Total Reviews:** 3 ## About Personal Capital Wealth Management Personal Capital Wealth Management provides financial advisory services. ## Personal Capital Wealth Management Reviews ### 1. Great for easy daily wealth management **Rating:** 5.0/5.0 stars **Reviewed by:** Renee L. | Technical Sourcer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **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. ### 2. Good Wealth leads to Good Position **Rating:** 5.0/5.0 stars **Reviewed by:** Sathish S. | Software Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2022 **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. ### 3. Decent application **Rating:** 4.0/5.0 stars **Reviewed by:** alina T. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2020 **What do you like best about Personal Capital Wealth Management?** I like that Personal Capital offers a way to have a single dashboard with all of the details collected and presented in one place. I like that it requests to provide the passwords and keeps the security level high. I like that it offers retirement fee analyzer and financial planning options. **What do you dislike about Personal Capital Wealth Management?** I don't like the fact that the data cannot be massaged further to see for instance, how much growth funds you have or how much income funds you have. I don't like that they do not have two factor authentication to make it more secure. **Recommendations to others considering Personal Capital Wealth Management:** Definitely compare it with the other tools out there to decide whether it is a fit for your needs. **What problems is Personal Capital Wealth Management solving and how is that benefiting you?** I am trying to see a big picture of the overall portfolio. I am looking for ways to see whether the allocation percentages between different investment categories are valid and whether any of the categories need to be re-shifted. The benefits include having a single place to see a big picture. ## Personal Capital Wealth Management Discussions - [What is Personal Capital Wealth Management used for?](https://www.g2.com/discussions/what-is-personal-capital-wealth-management-used-for) - [View Personal Capital Wealth Management pricing details and edition comparison](https://www.g2.com/products/personal-capital-wealth-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-15+12%3A25%3A25+-0500&secure%5Bsession_id%5D=338a470e-5848-4a99-91c6-360c55379f51&secure%5Btoken%5D=5db3c114bd0f980fb99cda792bd67bb1c32476fae800f5b490e6bd91caaf5ad1&format=llm_user) ## Personal Capital Wealth Management Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Personal Capital Wealth Management Alternatives - [Pilot](https://www.g2.com/products/pilot/reviews) - 4.7/5.0 (142 reviews) - [Baker Tilly](https://www.g2.com/products/baker-tilly-baker-tilly/reviews) - 4.7/5.0 (118 reviews) - [Zeni](https://www.g2.com/products/zeni/reviews) - 4.5/5.0 (82 reviews)