PCR Financial Aggregation

Wealth Management TechData AggregationMedium PriorityNot Contacted
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Overview

Financial aggregation provider combining automation of alternative investment data and custodial account aggregation for wealth and investment management clients

Core Product

Financial data aggregation

Strategic Fit for DCC

Data aggregation is a foundational pipe for wealth reporting platforms, often embedded with long-term contracts

Integration Potential

Bitcoin data aggregation

Leverage Type:Data infrastructure

Financial Profile

Estimated Revenue
$15M-$30M
Valuation Range
$60M-$120M
Revenue Model
SaaS subscription
Profitability
Profitable mature
Recurring Revenue Strength
Long-term contracts

Risk Assessment

Data vendor competition

Company Information

Headquarters
United States
Founded
2007
Employees
50-100
Geographic Focus
North America
Primary Customers
Wealth Managers, Investment Firms

Ownership & Funding

Ownership Type
Private
Last Known Funding
None disclosed

Leadership

CEO
Ranjan Mishra
Research Date
2026-02-24