PCR IS DIGITAL JET FUEL 

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 15 year track record of delivering sophisticated rdata management solutions tailored to the unique demands of wealthy families and their advisors.

We are a leading FinTech company, providing complex wealth aggregation solutions to major firms and technology providers.  Our technology innovations are changing the way wealth data is managed.

VISION

DIGITAL WEALTH RUNS ON DATA

Digital anything demands a reliable supply of great data.  Too often the rush to get "something out there" kicks the can on this obvious premise.  In the case of private wealth where portfolios are complex and state-of-the-art data management is still a spreadsheet, PCR is the future.

MISSION

WE POWER DIGITAL WEALTH

PCR provides advisors, family offices and technology providers an easily implemented data-utility that streamlines how data on hard-to-aggregate client data are managed.  In doing so we are driving wealth management innovation allowing firms to invest in the next great idea - not collecting data.

CULTURE

WE ARE NOT AFRAID OF THE HARD STUFF

PCR's success is rooted in balancing a deep commitment to innovation and automation with the full awareness that our value comes from operating on the fringes of the wealth eco-system where processes are not automated, not standard, not accurate and not safe.  We are passionate about our commitment to "No Asset Left Behind" and embrace the hard work it takes to create a trusted single-source-of-the-truth from this chaos.

 

PEOPLE

PASSIONATE. COMMITTED.

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 all 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.

BRIAN SHAPIRO, CBDO