Private Client Resources Appoints Ranjan Mishra As Chief Executive Officer and Kb Venkataraman As Chief Technology Officer

Jul 07, 2025•10 days ago

Position

Chief Technology Officer

Company

PCR Financial Aggregation

KB Venkataraman

WiltonFintechFinance

Description

Private Client Resources introduces new leadership to enhance capabilities and drive transformation. The new team is focused on delivering high-quality data and managed services to financial institutions.

Company Information

Company

PCR Financial Aggregation

Location

Wilton, Connecticut, United States

About

PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry. We combine the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions making us uniquely qualified to power consolidated investment reporting solutions. Our 300+ clients include the world’s largest private banks, advisors and wealthy families. With 20+ partnerships with wealth-tech firms we deliver aggregated data directly into the industry’s reporting, portfolio management, account and CRM systems.

Executive Insights

Based on hiring data

New executive impact window

87% of new executives make significant technology decisions within first 100 days

Budget influence

C-level executives control 73% of technology spending decisions

Transformation catalyst

65% of new senior hires launch digital transformation initiatives

Vendor review timeline

New executives typically review existing vendors within 6 months

Related People

Private Client Resources Appoints Ranjan Mishra As Chief Executive Officer and Kb Venkataraman As Chief Technology Officer

Description

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Executive Insights

Related People

Ranjan hidden

KB hidden

Sujatha hidden

Company Information