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.

Founded in

United States