Professional Capital Services

    OverviewSuggest Edit

    PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure, no hidden agenda retirement solution. From day one PCS had a version of complete transparency, which has allowed us to be an industry leader in the retirement plan industry. PCS combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plans available. Our focus on the client’s needs has built the strong foundation that keeps PCS growing today.
    TypePrivate
    Founded2001
    HQPhiladelphia, US
    Websitepcs401k.com
    Employee Ratings3.7

    Latest Updates

    Employees (est.) (May 2020)1,825

    Key People/Management at Professional Capital Services

    Jon Clark

    Jon Clark

    Vice President West Region
    Chad Azara

    Chad Azara

    Director of National Sales
    Patrick Gano

    Patrick Gano

    Vice President Mid-Atlantic Region
    Matt McGarry

    Matt McGarry

    Vice President North Region
    Max Halberstadt

    Max Halberstadt

    Vice President Midwest Region
    Show more

    Professional Capital Services Office Locations

    Professional Capital Services has an office in Philadelphia
    Philadelphia, US (HQ)
    1801 Market St #1000
    Show all (1)

    Professional Capital Services Financials and Metrics

    Summary Metrics

    Founding Date

    2001
    Show all financial metrics

    Professional Capital Services Acquisitions / Subsidiaries

    Company NameDateDeal Size
    ASPire Financial Services, LLCJuly 31, 2019

    Professional Capital Services Online and Social Media Presence

    Embed Graph

    Professional Capital Services News and Updates

    LLR Partners invests in Professional Capital Services

    LLR Partners has acquired a minority stake in Professional Capital Services, a retirement services platform automating the sale, design, valuation and management of retirement plans. No financial terms were disclosed.

    Professional Capital Services Frequently Asked Questions

    • When was Professional Capital Services founded?

      Professional Capital Services was founded in 2001.

    • Who are Professional Capital Services key executives?

      Professional Capital Services's key executives are Jon Clark, Chad Azara and Patrick Gano.

    • How many employees does Professional Capital Services have?

      Professional Capital Services has 1,825 employees.

    • Who are Professional Capital Services competitors?

      Competitors of Professional Capital Services include Close Brothers, Lantern and Praedicat.

    • Where is Professional Capital Services headquarters?

      Professional Capital Services headquarters is located at 1801 Market St #1000, Philadelphia.

    • Where are Professional Capital Services offices?

      Professional Capital Services has an office in Philadelphia.

    • How many offices does Professional Capital Services have?

      Professional Capital Services has 1 office.