About PCR Insights
PCR Insights is a company based in Wilton (United States) founded in 2000 by Chris Snyder was acquired by PPC Enterprises in June 2019.. PCR Insights has raised $9.51 million across 3 funding rounds from investors including PPC Enterprises. PCR Insights has completed 1 acquisition, including Check Six Wealth. PCR Insights offers products and services including Financial Data Aggregation, Portfolio Reporting, and Data Management Services. PCR Insights operates in a competitive market with competitors including Jacobi, Alkymi, Landytech, BI-SAM and Wilshire, among others.
- Headquarter Wilton, United States
- Founders Chris Snyder
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Sectors
Technology
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Phone
*********
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Website
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Social
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- Legal Name Private Client Resources
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$9.51 M (USD)
in 3 rounds
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Latest Funding Round
$2 M (USD), Debt – Conventional
Mar 23, 2018
- Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Acquired by
PPC Enterprises
(Jun 06, 2019)
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Products & Services of PCR Insights
PCR Insights offers a comprehensive portfolio of products and services, including Financial Data Aggregation, Portfolio Reporting, and Data Management Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Aggregates investment data from sources for unified reporting.
Delivers customized reports on consolidated financial data.
Handles data integration and consulting for financial decisions.
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Funding Insights of PCR Insights
PCR Insights has successfully raised a total of $9.51M across 3 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $2 million completed in March 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Debt – Conventional — $2.0M
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First Round
First Round
(03 May 2010)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Mar, 2018 | Amount | Debt – Conventional - PCR Insights | Valuation |
investors |
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| Aug, 2012 | Amount | Series A - PCR Insights | Valuation |
investors |
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| May, 2010 | Amount | Series A - PCR Insights | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in PCR Insights
PCR Insights has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include PPC Enterprises. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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A private equity firm focused on service business investments.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by PCR Insights
PCR Insights has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Check Six Wealth. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management services are provided in the United Kingdom.
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2013 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - PCR Insights
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Pcr Insights Comparisons
Competitors of PCR Insights
PCR Insights operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Jacobi, Alkymi, Landytech, BI-SAM and Wilshire, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Cloud-based portfolio design platform
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| domain | founded_year | HQ Location |
Enterprise data digitization and analytics solutions are developed.
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| domain | founded_year | HQ Location |
Data platform for risk management and investment performance analytics, automated and consolidated reporting
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| domain | founded_year | HQ Location |
Market Risk Analytic and Portfolio Construction Solutions.
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| domain | founded_year | HQ Location |
Performance reporting solutions are provided for the financial services industry.
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| domain | founded_year | HQ Location |
Workflow solutions to capital markets and corporate professionals
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Pcr Insights
Frequently Asked Questions about PCR Insights
When was PCR Insights founded?
PCR Insights was founded in 2000 and raised its 1st funding round 10 years after it was founded.
Where is PCR Insights located?
PCR Insights is headquartered in Wilton, United States.
Who is the current CEO of PCR Insights?
Bob Miller is the current CEO of PCR Insights.
Is PCR Insights a funded company?
PCR Insights is a funded company, having raised a total of $9.51M across 3 funding rounds to date. The company's 1st funding round was a Series A of $5.5M, raised on May 03, 2010.
What does PCR Insights do?
PCR was founded in 2000 and is headquartered in Wilton, United States. Operations focus on the wealth management sector, where a suite of toolsincluding PCRData, PCR360, PCRGateway, PCRAdvisor, PCRClient, and PCRTouchis offered to family offices, registered investment advisors, and private banks. Services encompass data aggregation and cleansing, web-based reporting and analysis, as well as web and mobile client communication functionalities.
Who are the top competitors of PCR Insights?
What products or services does PCR Insights offer?
PCR Insights offers Financial Data Aggregation, Portfolio Reporting, and Data Management Services.
How many acquisitions has PCR Insights made?
PCR Insights has made 1 acquisition, including Check Six Wealth.
Who are PCR Insights's investors?
PCR Insights has 1 investor. Key investors include PPC Enterprises.