Innovating Financial Aggregation
PCR is trusted by over 300 institutions, advisors, family offices and wealth technology firms to safely and accurately aggregate their clients’ investment data for use in consolidated reporting and other applications.
PCR is a private equity sponsored company making significant investments in re-inventing wealth aggregation. Our vision is to deliver safe, easy-to-implement and accurate financial aggregation services that will power the future of digital wealth management.
Serving Private Clients and
Advisors is in Our DNA
PCR was founded by a group of private clients in 2000 as Private Client Resources (PCR) to deliver services tailored to wealthy families. Since then, we have established a 20-year track record of delivering sophisticated data management solutions tailored to the unique demands of wealthy families and their advisors.
From this Foundation We Reimagined Aggregation Technology
Through innovation, automation and integration we have created the ultimate wealth data utility that frees wealth owners and advisors to focus on understanding and actioning data -- not the low value business of collecting, reconciling and normalizing it.
A Culture of Innovation Sustains Our Growth and Client Satisfaction
Great companies are built by people. The magic happens when the right vision is in the same room with the experience, skills and passion needed to execute. The PCR team, in their diversity and points-of-view, drives our business forward everyday. We are proud of them and look forward to working with all those who will join us.
Bob Miller, CEO
Sam King, COO
Peter Seidenberg, CFO
Kalyan Raman, CTO
Henk Jan Kinds, General Manager, NL
Brian Harkins, Head of Support
Rob Chateauneuf, Head of Delivery
Carol Calta, Delivery Manager
Julianna Roche, Enrollment Manager
Dan Volz, Head of Data Operations
Gus Papachristou, Head of Alts Operations
Juliano Cerri, Head of Architecture
Nupur Daruka, Head of Development
Hemchand Venigalla, Head of TechOps
Willem Lam, Automation Manager
Dillon Kenniston, Product Manager
Matt King, Manager, Operations Technology