Founded in 2010, PureFacts Financial Solutions Inc. (“PureFacts”) is an award-winning SaaS provider of end-to-end revenue management solutions for the asset and wealth management sector. Headquartered in Toronto, Ontario, PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers outperform by retaining more clients, delivering incremental value, improving productivity, properly incentivizing advisors and distributors, preventing costly mistakes and finding optimization opportunities. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards.
PureFacts management rolled a significant portion of their equity position into the partnership with GrowthCurve. CBGF fully exited its investment in PureFacts as part of the transaction.
TESTIMONIALS
PureFacts Financial Solutions Inc.
Head Office
Toronto, ON
Invested Between
December 2021 to August 2024
Sector
Wealth Management Technology
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