PCR Financial Aggregation
www.pcrinsights.comPCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry. We combine the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions making us uniquely qualified to power consolidated investment reporting solutions. Our 300+ clients include the world’s largest private banks, advisors and wealthy families. With 20+ partnerships with wealth-tech firms we deliver aggregated data directly into the industry’s reporting, portfolio management, account and CRM systems.
Read morePCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry. We combine the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions making us uniquely qualified to power consolidated investment reporting solutions. Our 300+ clients include the world’s largest private banks, advisors and wealthy families. With 20+ partnerships with wealth-tech firms we deliver aggregated data directly into the industry’s reporting, portfolio management, account and CRM systems.
Read moreCountry
State
Connecticut
City (Headquarters)
Wilton
Industry
Founded
2002
Estimated Revenue
$10,000,000 to $50,000,000
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