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PureFacts Financial Solutions
PureFacts Financial Solutions Inc. is a global wealth management technology company headquartered in Toronto, Canada. The firm provides specialized software and solutions for the financial services sector.
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PureFacts Financial Solutions at a glance
PureFacts Financial Solutions is a fintech company headquartered in Canada. Its most recent funding round raised $8.7M in March 2023. Xcout tracks 10 named people at PureFacts Financial Solutions, including Pete Hess (President). Xcout recorded 2 job postings from PureFacts Financial Solutions in the last 90 days.
PureFacts Financial Solutions leadership
- Pete HessPresident
- Stephen TkaczykChief Financial Officer
- Anu DoddaChief Technology Officer
- Jeff MarsdenChief Product Officer
- JJ JeffriesChief Revenue Officer
- Ed LocherChief Marketing Officer
4 more named people on record for PureFacts Financial Solutions, with roles, board committees and tenure — see the full roster →
PureFacts Financial Solutions funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $8.7M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at PureFacts Financial Solutions
Xcout recorded 2 job postings from PureFacts Financial Solutions in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see PureFacts Financial Solutions's hiring signals →
PureFacts Financial Solutions competitors
A few of PureFacts Financial Solutions's closest competitors — see the full list of competitors and alternatives →
d1g1t Inc. is a wealth management technology company that offers an institutional-grade enterprise platform to help advisors. Headquartered in Toronto, Canada, the firm was founded and is led by industry leaders.
Univeris is a software development company headquartered in Toronto, Ontario, providing wealth management solutions. Its flagship portfolio management system, Univeris Advisor, is designed to help investors, advisors, and dealers run their businesses at optimum efficiency and low cost.
CapIntel is a financial technology company with a presence in Toronto, Canada, offering proposal generation tools that integrate data from providers like FactSet. It helps financial professionals streamline their workflows and client presentations.
OneVest is a Canadian fintech that provides a modular wealth-management technology platform for financial institutions and wealth-management firms. Its software supports functions such as client onboarding, portfolio management, financial planning, and advisor workflows.
FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.
Evooq develops wealth management technology and software solutions for banks, independent asset managers, and financial institutions. Its platform integrates advisory tools, multi-issuer structured products, risk analytics, and compliance workflows to streamline operations for wealth managers.
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More on PureFacts Financial Solutions in Xcout Intel
- 10 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access