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How $7B Professional Capital Services is trying to out-nimble, out-RIA $188B Ascensus but with Edmond Walters there to carry a big stick

The eMoney founder joined the Philly TPA's board to oversee a PCS that hires madly, rewrites software, RIA-izes its services and develops marketing punch

Thursday, February 28, 2019 – 12:41 AM by Oisin Breen
Admin:
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Edmond Walters: What PCS needs is a voice that can help amplify their message, and I have a voice that’s heard by this community ... [but] the most important thing to know here is that I pursued them!

Related Moves

Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout, but leave open the door to jointly pursue RIA-to-entrepreneur dashboard... later

The MoneyGuidePro owner and eMoney founder execute clean break with Apprise IP rebranded as 'Wealth Studio.' Walters off to the races with a startup and vague promise to collaborate later.

April 6, 2021 – 12:50 AM


Mentioned in this article:

Ascensus
Third Party Administrator
Top Executive: Bob Guillocheau




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