Company Information

Get to know Private Client Resources

Founded in 2000, Private Client Resources (PCR) specializes in total wealth data aggregation, consolidating information from thousands of institutions to provide a complete, reconciled financial picture for complex, multi-asset-class portfolios. The company's platform is designed for private banks, single and multi-family offices, and other sophisticated wealth advisors, enabling them to deliver comprehensive reporting and analytics to their ultra-high-net-worth clients. In February 2021, PCR was acquired by Addepar, a leading wealth management technology platform, to combine its best-in-class data aggregation capabilities with Addepar's comprehensive platform.

Industry

Technology Software DevelopmentPRIMARY
Financial Banking
Financial Investment

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Private Client Resources

United States

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.