Basic info
Industry
financial services
Sectors
Wealth Management
Asset Management
Regulatory Compliance
Artificial Intelligence
Statement Optimization
Salesforce
Ad-hoc Reporting
Performance Calculation
Investor Research
Contact Relationship Management (CRM)
Asset decumulation
Insights-as-a-Service
Retirement Income Insights Solution
Customer Journey Mapping
Consulting
Scaleable growth
Communication
Machine learning
UX strategy
Investor Lens
Applied innovation
API integration
Data Aggregation
Machine Learning
Process Optimization
Revenue management
Client Statement Generation
Fees & Billing
Fee Calculation
Wealth Consulting
AI
Applied insights
digital transformation
Goals-based investing
Client Facing Portal
Big Data
Digital onboarding
Portfolio Accounting
Advisor Research
Change Management
FinTech
Data Analysis
Advisor Training
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