Basic info
Industry
financial services
Sectors
Client Facing Portal
Digital onboarding
Goals-based investing
Insights-as-a-Service
Machine Learning
Client Statement Generation
Investor Research
Applied insights
Investor Lens
Advisor Research
UX strategy
Fees & Billing
Customer Journey Mapping
digital transformation
Regulatory Compliance
Ad-hoc Reporting
Communication
Salesforce
Advisor Training
Change Management
Data Aggregation
Artificial Intelligence
Performance Calculation
AI
Big Data
Scaleable growth
Retirement Income Insights Solution
API integration
Portfolio Accounting
Applied innovation
Wealth Management
Wealth Consulting
Statement Optimization
Fee Calculation
FinTech
Consulting
Machine learning
Data Analysis
Asset Management
Process Optimization
Revenue management
Asset decumulation
Contact Relationship Management (CRM)
Date founded
2010
Funding rounds raised
Total raised
$37M
from 3 investors over 3 rounds
P
PureFacts Financial Solutions raised $37M on December 16, 2021
Investors: Canadian Business Growth Fund (CBGF) and Round13 Capital
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PureFacts Financial Solutions raised $15M on November 25, 2020
Investors: Round13 Capital