| Name | Title | Contact Details |
|---|---|---|
Alexandria Stried |
Chief Product Officer | Profile |
Mari Kent |
Sr. Product Leader | Profile |
Joanna Curran |
Director of People Operations | Profile |
Sallie Krawcheck |
Chief Executive Officer | Profile |
Serving our client family since 1978.
DATCU Credit Union is a Denton, TX-based company in the Financial Services sector.
Capstone is a New York, NY-based company in the Financial Services sector.
PCR is the leading aggregator of total wealth data for ultra-high-net-worth families. The company uses a unique process significantly more secure than typical "screen scrape" technologies which rely on clients sharing their usernames and passwords. PCR helps Private Banks, Family Offices and leading RIAs better serve their clients with a consolidation of both electronic and difficult-to-acquire manual statement-based accounts. This enriched information is made available as analytic-ready data at an accuracy of 99.86%. PCR supports an architecture of self-serve data feeds, open APIs, web and mobile communication tools, and comprehensive client report packages.
Guarantee Mortgage Corp is a San Francisco, CA-based company in the Financial Services sector.