Company profile: PureFacts
1.1 - Company Overview
Company description
- Provider of software and consulting for the global wealth management and financial services industry, offering revenue management platforms (PureFees), fee calculation and billing engines, AI-powered insights, over 40 turnkey configurable reports, and PureInsights—an embeddable, intuitive, mobile-ready productivity platform—to help organizations grow revenue, increase efficiency, and lower costs.
Products and services
- Revenue Management Platform: Delivers efficient, integrated revenue lifecycle management for financial organizations, enabling growth in revenue and reductions in cost across the revenue lifecycle
- Fee Calculation and Billing Engine: Automates calculations, billing, and contract management for financial services, supporting unique billing scenarios and improving cash collections
- PureFees: Manages various types of fees and revenues for financial services organizations, integrating with key business processes and regulations for regulatory-integrated revenue and fee management
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to PureFacts
Propertybase
HQ: Germany
Website
- Description: Provider of real estate SaaS CRM and end-to-end software connecting the process from first website click to final closing. Offerings include Propertybase CRM; Propertybase GO with lead generation, contact management, automation and a turnkey website; Back Office transaction management with secure documents and eSignature; real estate websites with IDX search, SEO and lead capture; lead generation via ad campaigns; and marketing automation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Propertybase company profile →
Pattern
HQ: United States
Website
- Description: Provider of an intelligent workspace for sales teams that prepares research with built-in templates, confirms meetings, automates follow-ups, updates stale records, researches accounts, and uses machine learning to surface risk and momentum signals in pipelines, eliminating grunt work so teams can focus on customers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Pattern company profile →
CommercialTribe
HQ: United States
Website
- Description: Provider of software that guides and optimizes sales managers’ coaching—who to coach, where, and how—to help develop sellers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CommercialTribe company profile →
Vendavo
HQ: United States
Website
- Description: Provider of enterprise price management and optimization software for B2B companies worldwide, giving enterprise-wide control of pricing processes. Solutions include Intelligent CPQ to automate quoting and provide pricing guidance; Pricepoint for dynamic pricing and price management; Rebate & Channel Manager; AI-backed Deal Price Optimizer; Profit Analyzer; and Margin Bridge Analyzer for price-volume-mix analysis.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Vendavo company profile →
Traction on Demand
HQ: Canada
Website
- Description: Provider of Salesforce consulting and application development services and standalone SaaS products. North America's largest dedicated Salesforce consulting firm with cross-platform solutions and over 6,000 projects as a Salesforce Platinum Consulting Partner and Salesforce.org Premium Partner. Services include strategic planning, product capability building, platform deployment, ongoing transformation, and expert engagement.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Traction on Demand company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for PureFacts
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to PureFacts
2.2 - Growth funds investing in similar companies to PureFacts
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for PureFacts
4.2 - Public trading comparable groups for PureFacts
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →