Advisor marketing platform provider welcomes financial services innovator

Advisor marketing platform provider welcomes financial services innovator

Advisor marketing platform provider welcomes financial services innovator

Marketing automation platform provider AdvisorStream has announced its appointment of Edmond Walters, a recognized innovator in US financial services technology, to its board of directors. He joins the board effective immediately, operating from his home in Villanova, Pennsylvania.

One of the fastest-growing marketing automation SaaS platforms for financial advisors in North America, AdvisorStream has a proprietary real-time content curation process, as well as a digital communication platform. It also has fully integrated content licensing partnerships offering access to many of the world’s most credible publishers including Bloomberg, Reuters, and the Wall Street Journal.

“AdvisorStream already serves hundreds of firms across North America and has a fantastic, rapidly growing reputation,” Walters said. “I've been following their product and growth over the past several years and I'm excited to join them as they prepare for their next giant step forward with RIAs, Broker Dealers and their Advisors across the United States, UK, Europe, and Canada.”

Previously, Walters was CEO and founder of eMoney Advisor, which was sold to Fidelity in 2015. Prior to that, he spent more than two decades in the financial services industry and founded Villanova-based financial advisory firm Wharton Business Group.

He has also remained firmly involved in developing advisor technology tools. Currently, he is serving on the board of Aretec, the parent company of Cetera Financial Group, as well as on the board of InsPro Technologies Corp.

“We are privileged and thrilled to have Edmond with us for the next stage of our company's growth," says AdvisorStream CEO and Founder Kevin Mulhern. “With his deep expertise in providing innovative advisor enabling technologies, a track record of growing great companies and the ability to understand what tools give advisors the ability to excel, we are well poised to bring another wave of AdvisorStream innovation and results to Financial Advisors at Broker Dealers and RIAs across the country.”

 

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