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PureFacts Financial Solutions

Financial Services · Canada

Website

About PureFacts Financial Solutions

Industry
Financial Services
Company size
51-200 employees
Headquarters
Toronto, Ontario
Founded
2010
Company type
Privately Held

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.

Specialties

  • Fee Calculation
  • Ad-hoc Reporting
  • Client Statement Generation
  • Data Aggregation
  • Data Analysis
  • Wealth Consulting
  • Process Optimization
  • Regulatory Compliance
  • Advisor Research
  • Advisor Training
  • digital transformation
  • UX strategy
  • Applied innovation
  • Insights-as-a-Service
  • Artificial Intelligence
  • AI
  • Big Data
  • Machine Learning
  • Fees & Billing
  • Salesforce
  • Applied insights
  • Revenue management
  • API integration
  • and Incentive Compensation

Company locations

  • 48 Yonge St, Suite 400, Toronto, Ontario M5E 1G6, CA

  • Baslerstrasse 60, Beslerstrasse 60, Zurich, 8048, CH

  • 32 Threadneedle Street, London, EC2R 8AY, GB

  • R. do Mar Vermelho Nº2, 1.2, Lisboa, Portugal 1990-152, PT

  • Princeton, NJ, US

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

Business areas

  • Wealth Management
  • Consulting
  • Software
  • Asset Management
  • FinTech
  • Financial Services
  • Machine Learning

On LinkedIn

Followers
23,461
People linked to this company
171

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Funding raised

61,059,929 USD

Total reported by Crunchbase, in US dollars. This is funding raised, not company revenue or valuation.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.