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About Us

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.
About PCR

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
Chief Executive Officer

Sam King
Chief Operating Officer

Ranjan Mishra
Chief Transformation Officer

Peter Seidenberg
Chief Financial Officer

Kalyan Raman
Chief Technology Officer

Henk Jan Kinds
General Manager, NL

Operations Leadership

Brian Harkins
Head of Support Operations

Dan Volz
Head of Data Operations

Rob Chateauneuf
Head of Delivery

Julianna Roche
Enrollment Manager

Technology Leadership

Nupur Daruka
Head of Development

Hemchand Venigalla,
Head of TechOps/CISO

Juliano Cerri
Head of Architecture

Dillon Kenniston
Product Manager


Matt King
Operations Tech Manager

Sales Leadership

Sonya Dhar
Director Client Solutions

Jason Canella
Director Sales


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