FinTech

PCS Retirement

September 2017
Philadelphia, PA / Recapitalization
Website
LinkedIn Profile

Latest Insights & News

• LLR Invests in PCS, the Leading Independent and Conflict-Free Provider of Retirement Plan Solutions
• PCS Acquires PensionSource Corporation
• PCS Retirement Acquires Aspire Financial Services
• PCS Retirement Acquires Alliance Benefit Group–Rocky Mountain
• PCS Retirement Announces Investment from Lee Equity Partners and Names Scott David as CEO

PCS Retirement is a leading independent and conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans. PCS offers its services to channel partners to deliver a customizable platform ideally suited for registered investment advisors, independent broker dealers and investment management firms serving the retirement ecosystem.

Status

Realized

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