PCR Reshapes Leadership to Drive Smarter Financial Decisions Through Trusted Data and Managed Services

PCR introduces new leadership, enhanced capabilities, and a bold transformation to better serve top-tier financial institutions and strengthen its position as a trusted data partner

NEW YORK, July 7, 2025 /PRNewswire/ -- Private Client Resources (PCR), a premier data aggregation firm serving the financial services industry, is proud to reintroduce itself under new leadership and with a renewed commitment to delivering high-integrity data and managed services. The transformation of PCR into an industry-grade data aggregator enters a new phase of strategic growth. This evolution is led by a seasoned management team with a proven track record of building and transforming global financial services businesses to drive greater accuracy, agility, and insight.

PCR's new leadership team includes Chitra Baskar as Executive Chairperson, Ranjan Mishra as Chief Executive Officer, KB Venkataraman as Chief Technology Officer, and Sujatha Rajaram as Chief Operating Officer. With decades of experience in high precision operations, the team brings a proven track record of driving operational excellence, delivering high-touch client service, as well as leading large-scale tech transformations for a major corporate and fund solution providers. Their combined expertise positions PCR for accelerated growth in a highly competitive market.

"Our new leadership team has spent the past 18 months rebuilding PCR into an organization ready for its next phase of growth," said Ranjan Mishra, CEO of PCR. "Together, we bring decades of experience serving some of the world's most complex asset managers and financial institutions. We are transforming PCR from a pure play data aggregator into a high-performance, tech-enabled data aggregator and managed services provider."

In addition to a new leadership team, PCR has built an operational and delivery center in India, hiring over 70 team members to enhance consistency and offer time zone advantage. The company continues to invest in its technology stack, leveraging innovations in AI and straight-through processing (STP) to address and improve their service quality and capabilities. Additionally, PCR has refined its client focus to serve high-value, high-complexity financial institutions such as wealth tech platforms, private wealth managers, banks, registered investment advisers (RIAs), asset allocators, family offices and trust service providers who are seeking a single-source, institutional-grade data aggregation and managed services provider.

To learn more about how PCR is helping financial institutions harness the power of aggregated data and managed services, visit https://www.pcrinsights.com/.

About Private Client Resources (PCR)
PCR provides institutions, advisors, family offices, pensions, trust service providers, OCIOs, and technology providers with an easily implemented data utility that streamlines how data on hard-to-aggregate client assets is managed. With a focus on transparency, scalability, and client-first innovation, PCR empowers firms to invest in their next great idea—not in collecting, normalizing, and reconciling data. PCR aggregates hundreds of billions in assets for clients across the U.S., Europe, and Canada.

Media Contacts:
Elyse Bruton
PR Manager, Launchpad Creative LLC
Elyse@Launchpadcreativellc.com
703.895.3154

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SOURCE PCR