We're #hiring a new Senior operations exec in Mumbai, Maharashtra. Apply today or share this post with your network.
PCR Financial Aggregation
Financial Services
Wilton, CT 15,367 followers
Wealth Management's Most Trusted Financial Aggregation Utility
About us
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.
- Website
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http://www.pcrinsights.com
External link for PCR Financial Aggregation
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Wilton, CT
- Type
- Privately Held
- Founded
- 2002
- Specialties
- 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, Illiquid Aggregation, Held-Away Assets, Enterprise Data Management, Data Privacy, GDPR Compliance, and Business Intelligence
Locations
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Primary
Get directions
187 Danbury Road, Suite 202
Wilton, CT 06897, US
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Get directions
12 E 49th St
New York, NY 10017, US
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Get directions
Stationsplein 3
Breda, Noord-Brabant 4811BB, NL
Employees at PCR Financial Aggregation
Updates
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We're #hiring a new Recruiter in Mumbai, Maharashtra. Apply today or share this post with your network.
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PCR Financial Aggregation reposted this
Thrilled to be at T3 Technology Tools for Today! Come by booth 104 to see us if you haven’t already! #PCR2024 #T32024 #PCRthebestAlternatives #partnerships
We are so excited to be at the T3 Technology Tools for Today conference! If you have not come by already, stop by booth 104 to see why PCR Financial Aggregation was named one of the Top 10 Alternative Service Providers by Financial Services Review and how we are the ONLY aggregator combing custodial and alternative investment soultions! Don’t forget to participate in our T3 PCR 2024 “There’s no other Alternative!” Giveaway to win an awesome prize! 📸: Ranjan Mishra Jason Canella Sonya Dhar
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We are so excited to be at the T3 Technology Tools for Today conference! If you have not come by already, stop by booth 104 to see why PCR Financial Aggregation was named one of the Top 10 Alternative Service Providers by Financial Services Review and how we are the ONLY aggregator combing custodial and alternative investment soultions! Don’t forget to participate in our T3 PCR 2024 “There’s no other Alternative!” Giveaway to win an awesome prize! 📸: Ranjan Mishra Jason Canella Sonya Dhar
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The countdown is on! We're just one week away from the T3 Technology Tools for Today, and PCR Financial Aggregation couldn't be more excited to be a part of it. Come see Ranjan Mishra in his new role as CEO, as well as the Sales Team, Sonya Dhar, and Jason Canella at booth 104 sharing how PCR is leading solution in Wealth Management for Alts + Custodial Aggregation Services. We also have some pretty cool new announcements! Here's what you need to know: 📆 Date: Tuesday, Jan 22 – Thursday January 25th 📍 Location: Las Vegas - Booth 104 💻 Website Refresh: "Powering Global Investment Solutions with High Quality Custodial and Alternative Investment Data!" This is your chance to come see us and be part of the PCR experience. Go to: https://lnkd.in/e7K6UBEt to learn more! Schedule meetings with us now via the T3 Conference app or email us directly! 📸 : Ranjan Mishra, Sonya Dhar, and Jason Canella
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In case you missed it! Read all about why PCR is in the Financial Services Review - Top Alternative Investment Services of 2023! #PCRTopInvestmentServices2023 #TopAlertnativeInvestments #PCRthebestAlternative #AlternativeInvestments #Alternatives #AlternativesServiceProviders https://lnkd.in/eqf7RGsd
We are honored to be awarded and featured by the Financial Services Review in their Top Alternative Investment Services of 2023 piece! Bob Miller Peter Seidenberg Samuel King #PCRFinancialAggregation #TopAlternativesServiceProviders #BestServicesof2023 #Awards #PCRTheBestAlternative 🏆 https://lnkd.in/efUZUUcq
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We are so excited to be a sponsor at Accutech’s, The Hunt Conference! Thank you so much Janet Moore for having us, we are thrilled to be here! Stop by our booth to see Sonya Dhar and Jason Canella to learn why we are the leading Aggregation solution for Wealth Management delivering Alternative Investments and Custodial Aggregation Services! #PCRthebestAlternative #TopAggregationServices #AggregationServices #Custodials #alternativeinvestments
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In case you missed it! Read all about why PCR is in the Financial Services Review - Top Alternative Investment Services of 2023! #PCRTopInvestmentServices2023 #TopAlertnativeInvestments #PCRthebestAlternative #AlternativeInvestments #Alternatives #AlternativesServiceProviders https://lnkd.in/eqf7RGsd
We are honored to be awarded and featured by the Financial Services Review in their Top Alternative Investment Services of 2023 piece! Bob Miller Peter Seidenberg Samuel King #PCRFinancialAggregation #TopAlternativesServiceProviders #BestServicesof2023 #Awards #PCRTheBestAlternative 🏆 https://lnkd.in/efUZUUcq
PCR Financial Aggregation | Top Alternative Investments Solutions Company-2023
financialservicesreview.com
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Cannot believe it has already been a week since the Future Proof Festival! 📸 This time last week with our friend Bill Davis! If you didn't get a chance to meet with us in person during the breakout sessions contact us directly and schedule time with Sonya Dhar and Jason Canella! https://lnkd.in/eAdSdtYA #PCRisthebestAlternative #FutureProofFestival2023 #PCRFinancialAggregation #Alternatives
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Last Full Day of Speakers and Activities at the Future Proof Festival. We hit the Neworking Jackpot and had such a great time with these guys! Patrick Clements Sinisa Babcic Sameer Munshi Jason Canella 📸 Sonya Dhar #PCR Financial Aggregation #Future Proof Festival
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