We’re math geeks, wealth management data experts and AI innovators. We’re passionate about building meaningful wealthtech solutions that enable our clients to help their clients live their best lives.
We’re math geeks, wealth management data experts and AI innovators. We’re passionate about building meaningful wealthtech solutions that enable our clients to help their clients live their best lives.
We are math geeks, wealth management data experts, obsessed with delighting our clients with meaningful wealth solutions that help their clients live their best lives.
We believe in a world where the opportunity to create wealth is accessible to all.
Always striving to create valuable solutions for our clients inspires us to innovate and explore.
Can do, will do
Leave the bragging to your mother
Delivering the “impossible”
Starting with the client in mind leads to better outcomes
None of us is as smart as all of us
When we speak openly and directly, we accelerate...everything
We dream of a world where everyone has the opportunity to live their best lives … where Worldwide Wealth is a reality for all.
We dream of a world where everyone has the opportunity to live their best lives … where Worldwide Wealth is a reality for all.
Canada, USA & Europe
Fees calculated annually on PureFacts’ platform
Total AUM on the PureFacts platform
We're math geeks, wealth management data experts and innovators. Passionate about our clients' success.
We have a talented team of PhDs with wealth management knowledge whose superpower is solving complex business problems with machine learning.
For the last decade, we've gathered and processed vast amounts of data – quickly and accurately. All of our clients trust us for their mission-critical business functions.
Handling challenging calculations is what we live for. Whether it’s calculating a myriad of fee options or crunching the numbers to extract deep data insights for more informed decisions.
We have a relentless focus on client success and innovation. To shape a strong future and provide the best value for our clients, we’ve partnered with industry leaders and affiliates with complementary skills, strengths and expertise.