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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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Caplight Momentum Score

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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

Market signals

Structured signals derived from secondary market and firmographic data.

  • Dec 16, 2021

    $29M round led by Canadian Business Growth Fund.

PureFacts Financial Solutions Filings

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PureFacts Financial Solutions filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about PureFacts Financial Solutions's valuation, stock price, and market status.

Is PureFacts Financial Solutions a public or private company?

PureFacts Financial Solutions is a private company.

What is the current stock price of PureFacts Financial Solutions?

PureFacts Financial Solutions is a private company with no public stock price. No recent secondary market data is available.

How much is PureFacts Financial Solutions worth (valuation)?

PureFacts Financial Solutions's valuation is estimated at $250.0M based on funding round data.

Can I buy PureFacts Financial Solutions stock?

PureFacts Financial Solutions shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was PureFacts Financial Solutions's last funding round?

PureFacts Financial Solutions's most recent funding round was Private Equity on August 1, 2024.

Who are the main investors in PureFacts Financial Solutions?

Key investors in PureFacts Financial Solutions include Canadian Business Growth Fund, GrowthCurve Capital.

Will PureFacts Financial Solutions IPO soon?

No public IPO plans have been announced for PureFacts Financial Solutions.

How can I track PureFacts Financial Solutions secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor PureFacts Financial Solutions's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersToronto
Year Founded2010
Last FundingAug 1, 2024

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