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PureFacts Financial Solutions

PureFacts Financial Solutions

Private

Last Round

Private Equity

Aug 1, 2024

Est. Valuation

$250M

Total Funding Raised

$28.82M

Company Overview

PureFacts Financial Solutions is a wealth management technology company that provides an end-to-end revenue management platform for wealth, asset management, and asset servicing firms.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Compliance & Risk, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealth management softwarefee billingwealthtechrevenue managementperformance reportingSaaSadvisor portalvertical SaaSrevenue intelligencefinancial automationback-office automationadvisor compensationinvestment analyticsB2B fintech

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PureFacts Financial Solutions Comparables

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PureFacts Financial Solutions comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
InvestCloud
85%
d1g1t Inc.
80%
SS&C Technologies Holdings Inc
78%

PureFacts Financial Solutions Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquityAug 1, 2024
Growth EquityDec 16, 2021
VC RoundNov 25, 2020

PureFacts Financial Solutions Investors

Notable investors and investment history

PureFacts Financial Solutions investors
InvestorRounds
ScotiabankGrowth Equity, VC Round
Canadian Business Growth FundGrowth Equity
GrowthCurve CapitalPrivate Equity
Round13 CapitalGrowth Equity, VC Round

PureFacts Financial Solutions Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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PureFacts Financial Solutions Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersToronto
Year Founded2010
Last FundingAug 1, 2024

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