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We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry. What does that mean? 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 retain more clients, deliver incremental value, improve productivity, properly incentivize advisors and partners, prevent costly mistakes and find optimization opportunities. We are global, with headquarters in Toronto Canada, and a presence in the USA, UK, Continental Europe and Asia Pacific regions. PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards.

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Website http://www.purefacts.com
Revenue $28.4 million
Funding $52.4 million
Employees 161 (135 on RocketReach)
Founded 2010
Address 48 Yonge St, Suite 400, Toronto, Ontario M5E 1G6, CA
Phone (917) 475-0552
Technologies
Industry Financial Services, Business Services General, Consulting, Fee Calculation, Business Services, Performance Calculations, FinTech, Client Statement Generation, Software, CRM, Portfolio Modeling, Portal
Web Rank 12 Million
Keywords Wealth Management Solutions, Asset Management, Financial Services Software, Wealth Management Products, Wealth Solutions
Competitors Croesus, International Private Banking Systems, InvestEdge, Inc., Profidata, Univeris
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 5415 Companies, NAICS Code 541512 Companies, NAICS Code 541 Companies, NAICS Code 51 Companies, NAICS Code 54151 Companies, NAICS Code 513 Companies, NAICS Code 54 Companies

PureFacts Financial Solutions Questions

The PureFacts Financial Solutions annual revenue was $28.4 million in 2024.

Jeff Marsden is the Chief Product Officer of PureFacts Financial Solutions.

135 people are employed at PureFacts Financial Solutions.

PureFacts Financial Solutions is based in Toronto, Ontario.

The NAICS codes for PureFacts Financial Solutions are [5415, 541512, 541, 51, 54151, 513, 54].

The SIC codes for PureFacts Financial Solutions are [73, 737].

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