Walter Powers Tolerisk's Next Phase of Growth
Advisor - People | Apr 02, 2025 | EIN
Tolerisk, a leading provider of risk tolerance assessment technology for investment advisors, has announced that Edward Walters has joined its Advisory Board. Walters, who previously served as Chief Operating Officer and Head of Wealth Management at Osaic Financial Advisors & Financial Securities, is recognized for his extensive experience in wealth management strategy. His appointment is part of a strategic effort by Tolerisk to further penetrate the market with its risk assessment tools. Mark Friedenthal, Founder & CEO of Tolerisk, emphasized Walters' expected impact on the company's growth and product evolution. Walters joins a diverse board of experts from financial planning, insurance, fintech, compliance, and more. Tolerisk is in a period of significant growth, highlighted by new executive appointments and ongoing product enhancements, maintaining high satisfaction among its users.
Sectors
- Wealth Management
- Financial Technology (Fintech)
Geography
- United States – The article focuses on a company (Tolerisk) and an individual (Edward Walters) operating in the United States.
Industry
- Wealth Management – Relevant due to Edward Walters' experience and Tolerisk's focus on providing risk assessment tools for investment advisors.
- Financial Technology (Fintech) – Tolerisk's technology-driven approach to risk assessment positions it within the fintech industry.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Tolerisk | Target Company | Company | A company specializing in fiduciary-caliber risk tolerance assessment technology for investment advisors. |
| Edward Walters | Advisory Board Member | Person | Previously Chief Operating Officer and Head of Wealth Management at Osaic Financial Advisors & Financial Securities. |
| Osaic Financial Advisors & Financial Securities | Previous Employer of Edward Walters | Company | Financial advisory firm where Edward Walters served as Chief Operating Officer and Head of Wealth Management. |
| Mark Friedenthal | CEO | Person | Founder & CEO of Tolerisk. |
| Intention.ly | PR Company | Company | Company responsible for handling media relations on behalf of Tolerisk. |