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Provides financial data aggregation and custodial solutions that consolidate investment data for institutions and wealth managers.
Founded in 2002 in Wilton, US, Private Client Resources, LLC offers a technology platform that automates investment data collection from over 1,000 custodians globally. Its clients are institutional investors, wealth managers and alternative investment firms, and revenue comes largely from subscriptions and partnerships with financial institutions. Co-founded by Aziza Ali and Rex Glasson, the company received an investment from Public Pension Capital Management and its management team in June 2019, with financial terms not disclosed.
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