PCR - About the company
PCR is an acquired company based in Wilton (United States), founded in 2000. It operates as a Provider of financial data aggregation and reporting solutions for investments. PCR has raised $9.51M in funding. The company has 64 active competitors, including 8 funded and 9 that have exited. Its top competitors include companies like Alkymi, Advyzon and Landytech.
Company Details
Provider of financial data aggregation and reporting solutions for investments. The company offers technology-based solutions to consolidate investment data into a unified system. It streamlines data from custodians and alternative managers through automated harvesting and conversion processes. The platform validates and reconciles data, providing a transparent view of investment information.
- Website
- www.pcrinsights.com/
- Phone Number
- +1 **********
Key Metrics
Founded Year
2000
Location
Wilton, United States
Stage
Acquired
Total Funding
$9.51M in 3 rounds
Latest Funding Round
Investors
Ranked
4th among 64 active competitors
Employee Count
23 as on Mar 31, 2026
Investment & Acquisitions
Exit Details
Acquired by PPC Enterprises (Jun 06, 2019)
PCR's acquisition details
PCR got acquired by PPC Enterprises on Jun 06, 2019.
Click here to take a look at PCR's acquisition in detail
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PCR's funding and investors
PCR has raised a total funding of $9.51M over 3 rounds. Its first funding round was on May 03, 2010. PCR has 2 institutional investors.
Here is the list of recent funding rounds of PCR:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Mar 23, 2018 | 5690709 | Conventional Debt | 4995935 | 4943748 | 6013188 | 3813855 |
Aug 22, 2012 | 3896788 | Series A | 6151616 | 4515196 | 6334001 | 5484449 |
May 03, 2010 | 8634528 | Series A | 1050384 | 7861048 | 7367429 | 9939382 |
View details of PCR's funding rounds and investors
PCR's founders and board of directors
Founder? Claim ProfilePCR's employee count trend
PCR has 23 employees as of Mar 26. Here is PCR's employee count trend over the years:
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PCR's Competitors and alternates
Top competitors of PCR include Alkymi, Advyzon and Landytech. Here is the list of Top 10 competitors of PCR, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Alkymi 2017, New York City (United States), Series B | Developer of enterprise data digitization and analytics solutions | $26M | 61/100 | |
2nd | Advyzon 2012, Chicago (United States), Unfunded | Cloud-based performance reporting solutions for financial advisors | - | - | 47/100 |
3rd | Landytech 2018, London (United Kingdom), Series B | Data platform for risk management and investment performance analytics, automated and consolidated reporting | $18M | 44/100 | |
4th | PCR 2000, Wilton (United States), Acquired | Provider of financial data aggregation and reporting solutions for investments | $9.51M | 43/100 | |
5th | Harmonate 2019, San Jose (United States), Unfunded | SaaS-based mid & back-office solutions for fund managers | - | - | 42/100 |
6th | Lightkeeper 2010, Boston (United States), Late Stage | Portfolio intelligence platform transforming investment data into high-value insights | - | 41/100 | |
7th | StyleADVISOR 1992, Zephyr Cove (United States), Acquired | Provider of a cloud-based performance analytic and reporting software | - | - | 39/100 |
8th | Zoonova 2012, Salt Lake City (United States), Unfunded | Provider of AI-driven stock market analysis and forecasting tools | - | - | 38/100 |
9th | Multifonds 1995, Strassen (Luxembourg), Acquired | Performance reporting solutions for wealth managers | - | 35/100 | |
10th | Foresight Analytics 2015, Sydney (Australia), Unfunded | Investment analytics, advisory and custom research solutions | - | - | 35/100 |
Looking for more details on PCR's competitors? Click here to see the top ones
PCR's Investments and acquisitions
PCR has acquired Check Six Wealth. PCR has not made any investments as of now.Reports related to PCR
Here is the latest report on PCR's sector:
News related to PCR
•
PCR and d1g1t form strategic alliance to deliver integrated wealth management solutionWealthadviser•Dec 10, 2020•d1g1t, PCR
•
PCR acquires European data aggregation firm Check6Private Equity Wire•Dec 08, 2020•PCR, Check Six Wealth
•
PCR integrates data aggregation capabilities with FINARTIS investment platformVerdict•May 15, 2020•PCR, FINARTIS
•
GRMA partner with Private Client Resources for investment managementIBS Intelligence•Feb 17, 2020•PCR, Grmainc
•
Datafaction Selects Private Client Resources (PCR) to Support its Data Management SolutionsPR Newswire•Jan 14, 2020•Datafaction, PCR
•
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Private Client Resources (PCR) Integrates with Schwab OpenView Gateway®PR Newswire•Jan 30, 2019•PCR, Charles Schwab
•
Envestnet | Tamarac Announces Integration with Private Client Resources (PCR)PR Newswire•Oct 11, 2018•Tamarac, PCR
•
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