Private Client Resources Revenue and Competitors

Wilton,

Location

$645M

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Private Client Resources's estimated annual revenue is currently $41.1M per year.(i)
  • Private Client Resources's estimated revenue per employee is $225,750
  • Private Client Resources's total funding is $645M.

Employee Data

  • Private Client Resources has 182 Employees.(i)
  • Private Client Resources grew their employee count by 0% last year.

Private Client Resources's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Head OnboardingReveal Email/Phone
3
Chief Operating OfficerReveal Email/Phone
4
DirectorReveal Email/Phone
5
DirectorReveal Email/Phone
6
DirectorReveal Email/Phone
7
Director, Operations TechnologiesReveal Email/Phone
8
Manager, Alternative Data AutomationReveal Email/Phone
9
Enterprise Delivery ManagerReveal Email/Phone
10
Program ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$121M461-32%N/AN/A
#2
$186.4M699-1%$13.6MN/A
#3
$23.5M112-2%N/AN/A
#4
$606.5M206310%N/AN/A
#5
$33.3M14420%N/AN/A
#6
$22.3M1064%N/AN/A
#7
$21.8M1040%N/AN/A
#8
$10.6M56-12%N/AN/A
#9
$12.5M666%N/AN/A
#10
$17.2M82-20%N/AN/A
Add Company

What Is Private Client Resources?

PCR is the leading provider of Private Wealth Aggregation solutions delivering consolidated investment data to worldᅢᄁ¬ツᆲ¬トᄁs wealthiest families and their advisors. With over 600 electronic data sources and technology that automates the collection of non-structured data from statements and documents, we help private banks, trust banks, multi-family offices and other firms to efficiently deliver the consolidated wealth reporting their clients demand. Over 20 of the most important wealth tech firms also leverage our capabilities to power their investment solutions. With global coverage, an innovative privacy architecture and over 20 years of trusted service, PCR is the choice for firms that understand all wealth technology initiatives must first start from the highest quality and most complete data. Follow PCR on Twitter: https://twitter.com/PCRinsights and On the web at https://www.pcrisights.com

keywords:N/A

$645M

Total Funding

182

Number of Employees

$41.1M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Private Client Resources News

2022-04-20 - Wilmington Trust Adds Skip Stern as Senior Private Banker to ...

In addition, he coordinates a broad range of expertise and resources through the Wilmington Trust Wealth Management team, namely investment...

2022-04-13 - Sending domestic wires in private client edition

Additional Resources. Setting up express web connect access for quickbooks and quicken. Resource Library Category (Digital Banking). Instructions...

2022-03-30 - FAs Weigh In: Internal Resources Answer Clients' Questions

Melville, New York-based Marchisotta has been in the industry for 30 years and his firm has $4.6 billion in client assets. “Most of our private...

2019-06-07 - Private Client Resources Receives Investment from Public Pension Capital

Private Client Resources, a Wilton, CT-based provider of client assets for wealth management firms and technology providers, received an investment from Public Pension Capital LLC. PPC made the investment alongside the company management. The financial terms of the deal were not disclosed. Th ...

2019-06-06 - Public Pension Capital Invests in Private Client Resources

Private Client Resources (PCR), the aggregator of choice for major wealth-management firms and technology providers, today announced that private equity firm Public Pension Capital LLC (PPC) has made a major investment alongside company management. The investment affirms demand for PCR’s total-w ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$47.1M1938%N/A
#2
N/A195-20%N/A
#3
$15M1955%N/A
#4
$28.1M2132%N/A
#5
$80.9M2938%N/A