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.
- Website
- purefacts.com
Key Metrics
Founded Year
2010
Location
Toronto, Canada
Stage
Acquired
Total Funding
$61M in 3 rounds
Latest Funding Round
Investors
Ranked
2nd among 371 active competitors
Employee Count
168 as on Aug 31, 2026
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 |
View details of PureFacts's funding rounds and investors
PureFacts' founders and board of directors
Founder? Claim ProfileThe 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:
- Robert Madej: Founder & CEO of PureFacts. Contact Info: 1 email address
- Rob Madej: Founder & CEO of PureFacts. Contact Info: 1 email address
View details of PureFacts's Founder profiles and Board Members
PureFacts' employee count trend
PureFacts has 168 employees as of Aug 26. Here is PureFacts's employee count trend over the years:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online platform for portfolio management | $58M | 66/100 | ||
2nd | CRM solutions for wealth managers | $61M | 65/100 | ||
3rd | Portfolio management software | $16.2M | 64/100 | ||
4th | Provider of API enabling brokerage account connectivity for data and trading | $7.5M | 61/100 | ||
5th | 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 | Opto Investments 2020, New York City (United States), Series A | Online platform provides software solutions for financial advisors | $145M | 60/100 | |
7th | CAIS 2009, New York City (United States), Series D | Platform offering financial planning and advisory solutions for wealth managers | $904M | 60/100 | |
8th | Nitrogen Wealth 2011, Auburn (United States), Acquired | Client engagement solutions for wealth management firms | $23.7M | 59/100 | |
9th | 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 | Solovis 2013, Dallas (United States), Acquired | Global technology company serving capital markets and beyond with diverse solutions | $20.8M | 58/100 |
Looking for more details on PureFacts's competitors? Click here to see the top ones
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:
Filter 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) |
See all acquisitions by PureFacts
Reports related to PureFacts
Here is the latest report on PureFacts's sector:
News related to PureFacts
Media has covered PureFacts for a total of 3 events in the last 1 year, 3 of them have been about partnerships.
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Ascentix and PureFacts Announce Strategic Partnership for Wealth Enterprise Revenue OptimizationPR Newswire•Oct 08, 2026•Ascentix Partners, PureFacts
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Capco and PureFacts Announce Strategic Partnership to Transform Revenue Optimization for Wealth & Asset ManagementBusiness Wire•Dec 02, 2025•Capco, PureFacts
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PureFacts Enhances Revenue Management with BNY PershingGlobal Fintech Series•Jun 26, 2025•PureFacts, BNY
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PureFacts Bolsters C-Suite with Trio of Powerhouse HiresGlobal Fintech Series•Mar 04, 2025•PureFacts
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PureFacts Names FinTech Veteran Pete Hess as PresidentFinancial Post•Oct 29, 2024•PureFacts, GrowthCurve Capital
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GrowthCurve’s Majority Investment in PurefactsGlobal Legal Chronicle•Aug 12, 2024•Weil, Blake, Cassels & Graydon, GrowthCurve Capital, Goodmans and 1 other
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PureFacts Announces Majority Investment from GrowthCurve Capital to Accelerate GrowthFinancial Post•Aug 01, 2024•GrowthCurve Capital, PureFacts
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Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at ScalePR Newswire•Jun 11, 2024•PureFacts, Vestmark
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