Fundz
Real-time · AI · Cross-signal

KB Venkataraman just moved. Here's exactly what to do next.

Who to reach, what to say, and why now — on KB Venkataraman's next role move, new team, and the deals that follow. Verified, ICP-ranked contacts on demand (email + mobile).

Used by professionals at BlackRock, Oracle, Kleiner Perkins, HubSpot, and other leading firms — built on 10 years of proprietary signal data.

Choose your planRequest a demo

Everyone else gives you a piece

✕Crunchbase & PitchBook list the company — No person, no timing, no opener.
✕ZoomInfo & Apollo sell you a contact — No trigger, no reason to reach out now.
✕LinkedIn Sales Navigator shows you people — No real-time signal, no opener.
✕Clay enriches lists you built — No live signal of its own, no who or when.
✕ChatGPT & gen-AI tools answer on a delay — No live data, no verified contact.
Who to contactWhat to sayWhen to reach outWhy now

Only Fundz delivers all four.

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

PRIVATEJul 07, 2025•11 months ago

Position

Chief Technology Officer

Company

PCR Financial Aggregation

KB Venkataraman
WiltonFinanceFintech

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.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for PCR Financial Aggregation's next move

Learn about Strategic plan

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

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies.