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PCR is the leading provider of Private Wealth Aggregation solutions delivering consolidated investment data to world’s wealthiest families and their advisors. With over 600 electronic data sources and technology that automates the collection of non-structured data from statements and documents, we help private banks, trust banks, multi-family offices and other firms to efficiently deliver the consolidated wealth reporting their clients demand. Over 20 of the most important wealth tech firms also leverage our capabilities to power their investment solutions. With global coverage, an innovative privacy architecture and over 20 years of trusted service, PCR is the choice for firms that understand all wealth technology initiatives must first start from the highest quality and most complete data. Follow PCR on Twitter: https://twitter.com/PCRinsights and On the web at https://www.pcrisights.com

Website http://www.pcrinsights.com
Revenue $5.3 million
Employees 294 (294 on RocketReach)
Founded 2002
Address 187 Danbury Road Suite 202, Wilton, Connecticut 06897, US
Phone (203) 762-9006
Technologies
Industry Financial Services, Insurance, Asset Management, High-Quality Data Aggregation, Custom Performance Reporting, Banking, Superior Client Experience, Lending and Investments, Serves High-Net-Worth Clients, Big Data, Data and Analytics, Data Integration, Information Technology, Software, Finance, FinTech, Privacy, Privacy and Security, Real Estate Investment, Real Estate, Venture Capital, Wealth Management
Web Rank 7 Million
Keywords Private Wealth, Investment Data, Wealth Management Solutions, Family Office, High Net Worth Individuals, Data Aggregation, Portfolio Management, Investment Reporting, Automated Reporting, Financial Technology, Financial Data, Investment Technology, Wealth Tech, Data Analytics, Financial Solutions, Electronic Data
Competitors BlackRock, Bloomberg, FactSet, Morningstar, Envestnet, Inc, Addepar, eMoney Advisor, SS&C Technologies, Riskalyze, Envestnet | Tamarac +41 more (view full list)

Private Client Resources Questions

The Private Client Resources annual revenue was $5.3 million in 2026.

Ranjan Mishra is the CEO of Private Client Resources.

294 people are employed at Private Client Resources.

Private Client Resources is based in Wilton, Connecticut.

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