PCR Financial Aggregation
Wealth Management's Most Trusted Financial Aggregation Utility
167 employees · est. 2002 · Wilton, United States
Private Wealth Systems
Portfolio management software uniquely designed for ultra-high net worth individuals, family offices and private banks.
58 employees · est. 2015 · Mooresville, United States
PCR Financial Aggregation is the older company (2002 vs 2015).
Side-by-Side Comparison
| Metric | PCR Financial Aggregation | Private Wealth Systems |
|---|---|---|
| Founded | ||
| Founded | 2002 older | 2015 |
| Headquarters | ||
| Headquarters | Wilton, United States | Mooresville, United States |
| Employees | ||
| Employees | 167 | 58 |
| Industry | ||
| Industry | Big Data, Data Analytics, Finance | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Series Unknown | Non Equity Assistance |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Aggregation, Investment Management, Alternatives Investments, Custodial Accounts, Consolidated Investment Reporting, Private Banks, Wealthy Families, Reporting Solutions, Portfolio Management, CRM Systems, Data Aggregation, Wealth-tech Firms, Partnerships, Automated Aggregation | Portfolio Management Software, Ultra-High Net Worth, Family Offices, Private Banks, Cloud-based Platform, Investment Data Aggregation, Multi-asset Class Portfolio Management, Consolidated Wealth Reporting, Transaction-level Transparency, Wealth Management Technology, Investment Performance Calculation, Financial Technology, Private Wealth Management, Consolidated Investment Reporting, Multi-custodial Reporting |
| Website | ||
| Website | pcrinsights.com | privatewealthsystems.com |
About PCR Financial Aggregation
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 qualif...
About Private Wealth Systems
Private Wealth Systems is a **Finance** and **Fintech** startup headquartered in the **United States**. Founded in **2014**, the company offers a **portfolio management software** uniquely tailored for **ultra-high net worth individuals, family offices, and private banks**. The platform, as describe...
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Funding, hiring, leadership and stack changes at PCR Financial Aggregat... and Private Wealth Systems — by email.
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Compiled from the BounceWatch company index. We last looked at PCR Financial Aggregation on 11 Sep 2024, and Private Wealth Systems on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.