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PCR Financial Aggregation

Wilton, United States (US) · Finance and Banking

Source

Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Apr 2026

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Overview

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 aggregated data directly into the industry’s reporting, portfolio management, account and CRM systems.

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Contact Details

info@pcrinsights.com

Wilton, United States (US), 187 Danbury Road, Suite 202

+1

Founded

2002

Employees

100-150

Keywords

#high-quality data aggregation

#custom performance reporting

#superior client experience

#serves high-net-worth clients

#big data

#ultra high networth

#alternative investments

#data security

#data management

#data anonymization

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