TORONTO — July 8, 2026
Executive Summary
PureFacts Financial Solutions has entered a strategic partnership with WealthTechs to enhance its next-generation data ingestion capability for the wealth and asset management industry. By embedding WealthTechs’ data aggregation and connectivity technology into the PureRevenue platform, the initiative is designed to help firms accelerate implementations, reduce operational complexity, improve data quality, and establish a trusted data foundation that supports Revenue Performance Management and future agentic AI initiatives.
Announcement Overview
PureFacts Financial Solutions announced a strategic collaboration with WealthTechs to expand the data capabilities available through its Revenue Performance Management platform. The new capability integrates advanced aggregation, connectivity, normalization and validation technologies into PureFacts’ data ingestion framework, enabling organizations to connect more data sources while improving operational efficiency. The offering is intended to strengthen revenue operations across billing, compensation, pricing, reconciliation, analytics and AI-powered workflows while giving wealth and asset management firms a more scalable and reliable data foundation.
Key Announcement Details
- Announcement Type: Strategic Partnership and Product Capability Launch
- Companies: PureFacts Financial Solutions and WealthTechs
- Industry: Wealth Management, Asset Management, Financial Technology
- Primary Purpose: Launch of a next-generation data aggregation and ingestion capability for Revenue Performance Management
- Technology Integration: WealthTechs’ data aggregation and connectivity technology embedded into PureFacts’ next-generation data ingestion capability
- Platform: PureRevenue portfolio
- Primary Focus: Revenue Performance Management and trusted enterprise data
- Target Customers: Wealth and asset management firms
- Core Capabilities: Data aggregation, data ingestion, data normalization, data validation and operationalization
- Revenue Functions Supported: Fee billing, advisor compensation, practice management, revenue intelligence, pricing, reconciliation and revenue analytics
- AI Capabilities: Foundation for future agentic AI capabilities and AI-powered insights
- Business Benefits: Accelerated implementations, reduced operational complexity, improved data quality, enhanced scalability, greater transparency and operational control
- Operational Improvements: Automated data acquisition workflows, broader data-source connectivity, standardized incoming information and improved validation
- Service Delivery Model: Delivered as a service through the PureRevenue portfolio with WealthTechs technology embedded into the underlying data aggregation and ingestion layer
- Customer Relationship: PureFacts will manage customer experience, implementation, service delivery and ongoing platform relationship
- Headquarters: Toronto, Canada (PureFacts Financial Solutions); WealthTechs serves financial services firms globally
- Announcement Date: July 8, 2026
Strategic Partnership
PureFacts announced that it has formed a strategic partnership with WealthTechs, a financial technology provider specializing in data aggregation, integration and connectivity.
Under the agreement, PureFacts will license and embed WealthTechs’ technology within its next-generation data ingestion capability to strengthen how data is collected, standardized and prepared for downstream revenue operations.
According to the company, the collaboration supports its broader strategy of expanding the capabilities available through its Revenue Performance Management platform while simplifying the way firms manage complex financial data.
The partnership is intended to help firms:
- Accelerate implementation projects
- Reduce operational complexity
- Improve enterprise data quality
- Strengthen revenue management processes
- Build a scalable foundation for future AI initiatives
Next-Generation Data Ingestion Capability
PureFacts stated that the new capability has been developed to improve the way organizations acquire, process and operationalize business-critical information used throughout the revenue lifecycle.
According to the company, embedding WealthTechs’ technology enhances the platform’s ability to:
- Connect to a broader range of data sources
- Normalize incoming information
- Validate data before operational use
- Automate data acquisition workflows
- Improve overall data reliability
The resulting data foundation is designed to support multiple operational functions across wealth and asset management organizations while reducing reliance on manual processing.
Revenue Performance Management Applications
PureFacts stated that reliable enterprise data remains central to Revenue Performance Management.
The enhanced ingestion capability supports information required across several operational disciplines, including:
- Fee billing
- Advisor compensation
- Practice management
- Revenue intelligence
- Pricing
- Revenue analytics
- Reconciliation
- Future agentic AI capabilities
According to the company, improving the quality and consistency of underlying data allows these functions to operate with greater accuracy, transparency and control.
Data Aggregation and Connectivity
By incorporating WealthTechs’ aggregation and connectivity technology, PureFacts expands the range of enterprise data sources that can be integrated into its platform.
According to the announcement, the technology helps organizations:
- Collect information from multiple systems
- Standardize incoming datasets
- Improve validation processes
- Create cleaner operational records
- Provide richer contextual information for downstream processes
The company stated that these improvements contribute to a stronger data environment for financial operations and analytics.
Operational Benefits
PureFacts highlighted several operational improvements expected from the new capability.
Potential benefits include:
- Reduced manual data handling
- Faster implementation timelines
- Higher-quality operational data
- Improved scalability
- Greater transparency across revenue processes
- Enhanced operational control
The company also noted that more consistent and validated information can help organizations identify revenue leakage, pricing inconsistencies, compensation issues and operational bottlenecks more effectively.
Leadership Commentary
Pete Hess, President of PureFacts Financial Solutions, said:
“Revenue Performance Management is only as strong as the data foundation beneath it.”
He added that trusted data has become a strategic requirement as firms continue adopting automation and agentic AI across the revenue lifecycle, and stated that the partnership strengthens PureFacts’ ability to provide clients with validated, contextual information that supports modernization and faster value creation.
WealthTechs’ Perspective
WealthTechs said the partnership combines complementary technologies designed to improve enterprise data management for financial services organizations.
Chris Casey, Chief Executive Officer of WealthTechs, said:
“WealthTechs was built to help firms take control of their client account data by delivering trusted, validated, and reconciled data from virtually any source.”
He also stated that combining the two companies’ capabilities is intended to reduce manual effort, improve data reliability and shorten the path from implementation to measurable business value.
Service Delivery Model
PureFacts stated that the new capability will be delivered as a service within the PureRevenue portfolio.
According to the company:
- PureFacts will manage the customer experience.
- PureFacts will oversee implementation activities.
- PureFacts will provide ongoing service delivery.
- PureFacts will maintain the long-term platform relationship.
- WealthTechs’ technology will operate as an embedded component within the underlying aggregation and ingestion layer.
This delivery approach allows customers to access the new capability through the existing PureRevenue ecosystem while benefiting from the embedded integration technology.
About WealthTechs
WealthTechs develops financial technology solutions focused on data aggregation, integration and connectivity for wealth management, financial technology and financial services organizations. Its platform enables firms to connect fragmented information sources, streamline enterprise data movement, improve operational efficiency and strengthen data quality by providing an integrated data layer that supports multiple enterprise systems.
About PureFacts Financial Solutions
PureFacts Financial Solutions provides Revenue Performance Management solutions for wealth and asset management firms through its PureRevenue Platform. The platform brings together pricing, billing, advisor compensation, advisor intelligence and AI-powered insights within a unified Revenue Book of Record. According to the company, its technology helps organizations improve revenue performance, profitability and operational efficiency while supporting long-term enterprise growth.
Media Contact
For additional information, visit purefacts.com.
Source Attribution
Source: Company announcement
