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PureFacts - About the company

PureFacts is an acquired company based in Toronto (Canada), founded in 2010 by Robert Madej and Rob Madej. It operates as a CRM solutions for wealth managers. PureFacts has raised $61M in funding from investors like Scotiabank, Canadian Business Growth Fund and Round13. The company has 371 active competitors, including 60 funded and 39 that have exited. Its top competitors include companies like bunch, getquin and SnapTrade.

Company Details

CRM solutions for wealth managers. It features tools for portfolio views, transaction summaries, knows client fields, and client reports. The company also provides a reporting portal, data aggregation, augmented intelligence and fee calculation tools to the wealth management industry.
Social
X
Key Metrics
Founded Year
2010
Location
Toronto, Canada
Stage
Acquired
Total Funding
$61M in 3 rounds
Latest Funding Round
Investors
Ranked
Employee Count
168 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by GrowthCurve Capital (Aug 12, 2024)

PureFacts's acquisition details

PureFacts got acquired by GrowthCurve Capital on Aug 12, 2024.
Click here to take a look at PureFacts's acquisition in detail
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PureFacts's funding and investors

PureFacts has raised a total funding of $61M over 3 rounds. Its first funding round was on Nov 25, 2020. PureFacts has 4 institutional investors.

Here is the list of recent funding rounds of PureFacts:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Mar 29, 2023
9152541
Series C
3555808
6745344
2058090
5070006
Dec 16, 2021
4559425
Series C
5365168
3585026
4594254
Nov 25, 2020
9691253
Series B
7753976
4849423
5655949
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PureFacts' founders and board of directors

Founder? Claim Profile
The founders of PureFacts are Robert Madej and Rob Madej. Robert Madej and Rob Madej are the CEOs of PureFacts.
Here are the details of PureFacts' key team members:

PureFacts' employee count trend

PureFacts has 168 employees as of Aug 26. Here is PureFacts's employee count trend over the years:
Employee count trend for PureFacts
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PureFacts's Competitors and alternates

Top competitors of PureFacts include bunch, getquin and SnapTrade. Here is the list of Top 10 competitors of PureFacts, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for bunch
bunch
2021, Berlin (Germany), Series B
Online platform for portfolio management
$58M
66/100
2nd
Logo for PureFacts
PureFacts
2010, Toronto (Canada), Acquired
CRM solutions for wealth managers
$61M
65/100
3rd
Logo for getquin
getquin
2020, Berlin (Germany), Series A
Portfolio management software
$16.2M
64/100
4th
Logo for SnapTrade
SnapTrade
2014, Fredericton (Canada), Acquired
Provider of API enabling brokerage account connectivity for data and trading
$7.5M
61/100
5th
Logo for SMArtX
SMArtX
2010, West Palm Beach (United States), Series D
Managed accounts technology innovator modernizing financial services with cloud-based solutions
$39.7M
61/100
6th
Logo for Opto Investments
Opto Investments
2020, New York City (United States), Series A
Online platform provides software solutions for financial advisors
$145M
60/100
7th
Logo for CAIS
CAIS
2009, New York City (United States), Series D
Platform offering financial planning and advisory solutions for wealth managers
$904M
60/100
8th
Logo for Nitrogen Wealth
Nitrogen Wealth
2011, Auburn (United States), Acquired
Client engagement solutions for wealth management firms
$23.7M
59/100
9th
Logo for Tidal Financial Group
Tidal Financial Group
2012, New York City (United States), Series C
Technology platform facilitating the creation, operation and growth of ETFs
$32M
59/100
10th
Logo for Solovis
Solovis
2013, Dallas (United States), Acquired
Global technology company serving capital markets and beyond with diverse solutions
$20.8M
58/100
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PureFacts's Investments and acquisitions

PureFacts has not made any investments yet. PureFacts has made 4 acquisitions.
Here is the list of latest three $acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Mar 30, 2023
Acquisition
1998
Rockville Centre (United States)
Nov 17, 2020
Acquisition
1999
Zurich (Switzerland)
May 20, 2020
Acquisition
2016
Ingersoll (Canada)
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See all acquisitions by PureFacts

Reports related to PureFacts

Here is the latest report on PureFacts's sector:

News related to PureFacts

lockFilter this list
Media has covered PureFacts for a total of 3 events in the last 1 year, 3 of them have been about partnerships.
•
PureFacts Enhances Revenue Management with BNY PershingGlobal Fintech Series•Jun 26, 2025•PureFacts, BNY
•
PureFacts Bolsters C-Suite with Trio of Powerhouse HiresGlobal Fintech Series•Mar 04, 2025•PureFacts
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