PCR Financial Aggregation

PCR 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 aggrega[1][2]

Visit website Suggest an update

2002 Founded2 People on the graph

Overview

PCR Financial Aggregation is a financial services company [3] operating in the fintech-AI sector [1]. The company provides financial aggregation solutions to the wealth and investment management industry [2]. PCR's platform automates the aggregation of alternative investments from over 5,000 managers and custodial accounts from more than 1,000 institutions [2]. The company serves over 300 clients, including major private banks, advisors, and wealthy families [2]. PCR maintains partnerships with more than 20 wealth-technology firms [2]. The company was founded in 2002 and employs 172 people [3].

Business address: 132 W 31st St, New York, New York, 10001. [7]

Growth & traction

LinkedIn lists 172 people working at PCR Financial Aggregation. [4]

Key people

CbChitra baskarExecutive Chair

Ranjan MishraCEO

Focus

PCR Financial Aggregation describes itself as "Wealth Management's Most Trusted Financial Aggregation Utility".[5]

Something wrong or missing? Send an update. Fixed within 24 hours.