Private Client Resources
Private Client Resources's email is sales@pcrinsights.com
and
Private Client Resources's phone number is 203-762-9006
.
Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North America. In 2018 we combined this experience with major investments in technology and leadership to address the most pressing problem of many wealth advisors - the ability to power a new generation of digital wealth technology with efficiently managed high-quality data. Today, we are a rapidly growing financial services technology company with over $250B in aggregation trusted by the most important private banks, advisors and famil...
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Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North America. In 2018 we combined this experience with major investments in technology and leadership to address the most pressing problem of many wealth advisors - the ability to power a new generation of digital wealth technology with efficiently managed high-quality data. Today, we are a rapidly growing financial services technology company with over $250B in aggregation trusted by the most important private banks, advisors and families in the world. Our award-winning wealth information management platform, combines data aggregated from more than 400 custodians with alternative transactions curated from the investor communications of almost 4,000 managers. ILLQUID AGGREGATION - Replace the manual collection, entry, reconciliation and re-entry of hedge fund, private equity, real estate and other information with a fully automated service. HELD AWAY AGGREGATION - Supplement your currently managed data with client electronic and statement accounts held elsewhere to provide clients a total wealth picture and advice. TOTAL WEALTH AGGREGATION - Combine your managed accounts with held-away accounts to create a fully normalized and analytic ready view of client data ready for consolidated reporting. DIGITAL DATA DELIVERY HUB - Leverage a fully-managed data warehouse of your historical data and tools to deliver custom feeds, APIs and a complete firm-wide reporting application
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Website | pcrinsight.com | |
Industry | Financial Services | |
Location | Wilton, Connecticut, United States | |
Employees | 160 | |
Founded | 2000 |
HQ | 187 Danbury Road 202 | |
Phone | 203-762-9006 | |
sales@pcrinsights.com | ||
Funding | 0 | |
Competitors | Jpmorgan Chase & Co., Wells Fargo, Citi, Hsbc, Allianz, Jpmorgan Chase & Co., |
Website | pcrinsight.com | |
Industry | Financial Services | |
Location | Wilton, Connecticut, United States | |
Employees | 160 | |
Founded | 2000 | |
linkedin.com/company/private-client-resources-llc | ||
HQ | 187 Danbury Road 202 | |
Phone | 203-762-9006 | |
sales@pcrinsights.com | ||
Funding | 0 |
Email Patterns for Private Client Resources
Top Competitors for Private Client Resources
Private Client Resources Questions
Where are Private Client Resources's headquarters?
Private Client Resources's headquarters are in 187 Danbury Road 202
What is Private Client Resources's phone number?
Private Client Resources's phone number is 203-762-9006
What is Private Client Resources's official website?
Private Client Resources's website is pcrinsight.com
How many employees are working in Private Client Resources right now?
Private Client Resources has
160 employees.
View the Email and Phone Numbers for all 160 working at Private Client Resources.
What is Private Client Resources's industry?
Private Client Resources's industry is
Financial Services
Who are Private Client Resources's top competitors?
Private Client Resources's top competitors are
Jpmorgan Chase & Co.
,
Wells Fargo
,
Citi
,
Hsbc
,
Allianz
,
Jpmorgan Chase & Co.
What is Private Client Resources's email address?
Private Client Resources's email address is sales@pcrinsights.com
What are Private Client Resources's categories?
Private Client Resources's categories are Asset Management, Banking, Big Data, Data Integration, Finance, FinTech, Privacy, Real Estate Investment, Venture Capital, Wealth Management
What is Private Client Resources's location?
Private Client Resources's location is
Wilton, Connecticut, United States
When was Private Client Resources's founded?
Private Client Resources's founding year is 2000
What is Private Client Resources's funding?
Private Client Resources's funding is 0
What is Private Client Resources's current status?
Private Client Resources's current status is operating
Top Private Client Resources Employees
Personal Assistant
crawlins@wiesenthal.com
+1310-553-9036
Private Sitter
chelseybj@yahoo.com
+1512-284-9295
Private Care Manager
sally.friedman@gmail.com
+1412-420-4000
Toddler Specialist
gyoung825@hotmail.com
+1404-314-3365
Marketing Consultant And Project Manager
vsimek@cccnj.edu
+1856-451-2092
Marketing Advisory Services
stockwellchristopherj@gmail.com
+1781-424-9932
+6145-978-1283