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Personal Capital was founded by Bill Harris, Rob Foregger, Louie Gasparini and Paul Bergholm in 2009. [6] [7] Personal Capital was formerly known as SafeCorp Financial Corp. [8] The name was changed in 2010 and publicly launched on September 9, 2011.
Clients: Clients who can maintain a $25,000 minimum daily balance in their checking account or $100,000 across all Truist-related accounts. Perks: Free Health Savings account, debit card offers ...
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