Business Overview

PureFacts is a SaaS provider that helps wealth and asset management firms strategically manage revenue as a source of competitive advantage. In an industry where organic growth is increasingly difficult and margin pressure is rising, many firms still rely on fragmented processes across pricing, billing, compensation, and reporting. The result is predictable, revenue that never enters the system due to inconsistent discounting and weak benchmarks, and revenue that is billed but fails to convert to cash because of operational friction, misclassifications, and manual workarounds.

Our PureRevenue Platform is purpose-built to close those gaps by connecting the revenue lifecycle end to end. It brings together enterprise-grade fee calculation and billing (PureFees), advisor compensation management (PureRewards), and unified revenue reporting and analytics (PureReports) into one coordinated operating system. This enables firms to standardize complex fee logic, reduce exception-driven work, accelerate billing-to-cash execution, and align advisor incentives to profitable growth.

PureFacts works with leading firms to improve revenue discipline and performance without requiring them to “find” new growth. By reducing spillage and leakage, organizations can increase realized revenue from their existing book, often discovering meaningful upside once it is quantified. Over time, those improvements compound, creating a more resilient margin profile and a more predictable foundation for profitable, scalable organic growth.

Customers

PureFacts supports complex financial services organizations where revenue accuracy and advisor incentives directly impact growth, risk, and client trust. Our core client base includes wealth management firms, asset managers, and asset servicers that manage large volumes of accounts, products, and fee arrangements in highly regulated environments. We primarily serve mid-market and enterprise firms, including fast-scaling platforms and consolidators, typically with $5B+ in AUM and distributed advisor networks. Key stakeholders include CEOs and CFOs driving profitable growth, COOs and Operations leaders focused on scale and efficiency, and Risk and Compliance teams focused on control and auditability.

Partners

PureFacts’ partner strategy is designed to help clients accelerate time to value and expand what’s possible across the revenue lifecycle. We collaborate with consulting and implementation partners, data and technology providers, and complementary fintech platforms to combine domain expertise with proven delivery and integrated capabilities. These partnerships enable faster deployments, smoother change management, stronger governance, and a scalable operating model that supports growth, compliance, and operational efficiency. By working within a connected ecosystem, clients reduce delivery risk, extend platform value, and build a foundation that evolves as their business, products, and regulatory requirements change.