Wilton, United States
PCR Financial Aggregation is a leading provider of Financial Aggregation solutions within the wealth and investment management industry. With the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions, they are uniquely qualified to power consolidated investment reporting solutions. Their client base of 300+ includes some of the world’s largest private banks, advisors, and wealthy families. The company, founded in 2000, has established 20+ partnerships with wealth-tech firms, enabling them to deliver aggregated data directly into the industry’s reporting, portfolio management, account, and CRM systems.
PCR's last investment was a Venture Round investment that took place on 07 June 2019, with the participation of Public Pension Capital.
The company operates within the industries of Big Data, Finance, Fintech, Banking, and Wealth Management, and is headquartered in the United States.
