Celebrating Our Own: Jennifer Bouyoukos Honoured on HRD Canada’s 2025 Elite Women List 

We are incredibly proud to announce that our Chief People Officer, Jennifer Bouyoukos, has been named one of HRD Canada’s Elite Women for 2025!  This prestigious list recognizes 25 of the most exceptional female leaders who are making a significant impact on the human resources industry across Canada.  About the HRD Canada Elite Women Award  The HRD Canada Elite Women list is a benchmark for excellence in the industry. According to HRD Canada, nominees were evaluated on their standout professional achievements over the past 12 months, their innovative initiatives, and their meaningful contributions to the industry as a whole. To be named to this list is a remarkable testament to a leader’s influence and dedication.  A Leader of People and Progress  This recognition comes as no surprise to those who work with Jennifer. As a leader of organizational transformation at PureFacts, her visionary approach to our people strategy has been fundamental to our growth. Jennifer consistently champions a culture where every employee feels valued, supported, and empowered to do their best work, from her strategic overhaul of our talent frameworks to her deep commitment to DEIB.  A Word from Our Leaders  Pete Hess, President of PureFacts, commented on the achievement: “We are immensely proud of Jennifer. This honour from HRD Canada is a well-deserved recognition of her strategic vision and her unwavering commitment to our people. Her leadership makes PureFacts a better place to work and is fundamental to our success.”  Reflecting on the honour, Jennifer shared:  “There’s no playbook for HR. People aren’t formulas, and culture never stands still. This recognition reflects what’s possible when you work with talented people who lead with courage, challenge old thinking, and put people at the heart of business strategy. I’m grateful to the PureFacts team for creating a culture where people feel seen, supported, and inspired to do their best work. Being named among these trailblazing women is an honour that fuels me to keep learning, growing, and doing the work that matters most.”  Please join us in extending a huge congratulations to Jennifer for this outstanding achievement!  Read the official press release here

PureFacts Enhances Revenue Management with BNY Pershing

PureFacts Financial Solutions, the leading provider of revenue management and optimization solutions for the investment management industry, announced today a deepened relationship with BNY Pershing as the select provider for their clients’ billing and advisor compensation management needs.  This collaboration aims to provide shared clients with PureFacts’ advanced revenue management solutions to further complement BNY Pershing’s Wove suite of advisory tools delivering capabilities that streamline operations and enhance client engagement. “Collaborations of this level are why BNY Pershing’s Wove stands out in the market,” said Noam Tasch, Head of Platform Sales at BNY Pershing. “The capabilities that PureFacts brings to our clients help support BNY Pershing’s goal of simplifying, scaling, and revolutionizing the wealth management experience for advisors.” “The combined power of PureFacts and BNY Pershing’s Wove will help ensure wealth management firms have access to the best solutions to both capture lost revenue and create revenue generating advisor compensation strategies and incentive planning,” said Pete Hess, President of PureFacts Financial Solutions. About PureFacts Financial Solutions  Founded in 2010, PureFacts Financial Solutions is an award-winning global provider of revenue management solutions for the investment industry. Serving over 140 clients with a combined $10 trillion in assets under management, PureFacts’ wealth-tech solutions are an integral part of the tech stack and services model for 6 out of the 10 largest and most recognizable wealth management firms across North America and Europe, and help grow revenue through better management of fees, compensation and actionable, data-driven insights. Visit purefacts.com for more information.  Media Contacts PureFacts Financial SolutionsEd Lochered.locher@purefacts.com

PureFacts Announces Executive Appointments

PureFacts Financial Solutions (“PureFacts”), an award-winning provider of end-to-end revenue management solutions for the investment industry, today announced the appointments of two executives to its C-suite: Jennifer Bouyoukos as chief people officer (CPO) and JJ Jeffries as chief customer officer (CCO). Both roles are newly created positions within the company, reflecting PureFacts’ continued growth and evolving organizational needs.   “Adding these professionals to our growing roster of talent underscores our commitment to scaling with purpose and investing in people and client success,” said Pete Hess, president of PureFacts. “Jennifer and JJ bring world-class leadership and a strong record of transforming organizations. They will play a critical role in helping us empower financial services firms through data-driven revenue growth.”  Bouyoukos brings more than 25 years of global HR leadership experience across technology, media and financial services sectors. She has held senior HR roles at SAP, RBC, Manulife, Entertainment One and Kobo, where she led large-scale cultural transformation, merger & acquisition (M&A) and international expansion initiatives. At PureFacts, she will be responsible for leading all aspects of the company’s people strategy. Her focus will include talent acquisition, executive development, diversity and inclusion and organizational design to support the firm’s rapid growth and evolving culture.  “I’m looking forward to joining the PureFacts team at such an exciting inflection point,” said Bouyoukos. “The company’s purpose-driven vision, client focus and growth mindset deeply align with my own values as a people-first leader. Together we’ll continue to build on the company’s strong foundation to help make it a destination for top talent.”  Jeffries has more than 15 years of experience in client success, business transformation and growth strategy, most recently serving as chief revenue officer at reverse logistics platform Vendidit. His previous roles include vice president of channel strategy at TransImpact and managing principal at Capco, where he focused on fintech partnerships. At PureFacts, he will lead all client-facing functions, enhancing customer satisfaction, cultivating long-term strategic partnerships and ensuring alignment between the firm’s solutions and evolving customer needs.  “PureFacts is redefining what’s possible for financial services firms through innovative data and revenue intelligence,” said Jeffries. “I’m eager to champion the client voice and help ensure our teams deliver best-in-class outcomes that drive meaningful growth for our partners.”  These strategic appointments reflect PureFacts’ continued momentum following a major capital investment from GrowthCurve Capital in 2024. The company has made several recent C-suite additions, naming Pete Hess as president in October 2024, followed by the recruitment of Robert O’Boyle as chief revenue officer, Anuradha Dodda as chief technology officer and Stephen Tkaczyk as chief financial officer all in March 2025.  To learn more about PureFacts’ offerings, visit purefacts.com.  ###  About PureFacts Financial Solutions  PureFacts Financial Solutions is an award-winning provider of End-to-End Revenue Management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ clients outperform by retaining more customers, delivering incremental value, improving productivity, properly incentivizing advisors and distributors, preventing costly mistakes and finding optimization opportunities. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100 and ESGFinTech100 awards.    Drive revenues. Eliminate leakages. Increase growth velocity. Learn more at www.purefacts.com.    About GrowthCurve  GrowthCurve Capital is a private equity firm focused on building businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to seek to accelerate growth and drive long-term value. Founded by Sumit Rajpal, former Global Co-Head of the Goldman Sachs Merchant Banking Division, the firm focuses on data-rich, control-oriented private equity investments primarily across the technology and information services, healthcare, and financial services sectors. For more information, please visit www.GrowthCurveCapital.com.

Capital Investment Firms Choose PureFact’s PureFees to Scale

Capital Investment Firm

RALEIGH, N.C.–(BUSINESS WIRE)–Capital Investment Companies, a prominent independent financial services and brokerage firm in the Southeast of the United States, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management sector, today announced an agreement where PureFacts will be implementing PureFees, a market leading fee billing solution to complement another offering of PureFacts, PureRewards to scale their business with key benefits related to operational efficiencies and process automation helping Capital Investment Companies to attract, manage and grow revenue while reducing costs. “This agreement with PureFacts represents a key milestone in achieving service excellence for our advisors and clients,” said Richard Bryant, Co-founder and CEO of Capital Investment Companies. “PureFacts’ expertise in billing solutions perfectly complements their already proven solution PureRewards, seamlessly marrying the process of calculating and collecting clients’ fees with the payout of our advisors’ disbursements, providing our advisors and their clients with the most flexible, transparent and accurate solutions in the market. We are extremely pleased to be partnering with a leading provider and domain expert in revenue management to support our continued growth.” The combined solution of PureFees and PureRewards unleash new benefits in terms of efficiency, standardization and next best action on the performance and the profitability of the enterprise – we are excited to deliver this at Capital Investment Companies. PureFacts’ enterprise billing platform is designed to scale, accommodating the diverse needs of different types of wealth and asset management firms. As part of a comprehensive suite of solutions available to financial advisors, PureFacts’ platform provides Capital Investment Companies with the ability to track, measure, and optimize every dollar. “We are excited to expand our services and offerings to Capital Investment Companies to bring our innovative billing solutions to a recognized financial services leader in the southeast region,” said Robert Madej, CEO of PureFacts Financial Solutions. “The combined solution of PureFees and PureRewards unleash new benefits in terms of efficiency, standardization and next best action on the performance and the profitability of the enterprise – we are excited to deliver this at Capital Investment Companies.” About Capital Investment Companies Headquartered in Raleigh, Capital Investment Companies has been a leading independent financial services provider in the Southeastern United States. Capital Investment Companies is comprised of Capital Investment Brokerage, Inc. and Capital Investment Group, Inc., registered broker/dealers (Members FINRA/SIPC), Capital Investment Counsel, Inc. and Capital Investment Advisory Services, LLC (two SEC registered investment advisory firms) and their affiliates. Capital Investment Companies, along with its affiliates and strategic partners, offers a diverse range of financial services, including traditional investment brokerage, money management, investment banking, trust services, mortgage services, estate planning, insurance services, retirement plans, and a community foundation. Learn more about the firm at www.cico.us. About PureFacts Financial Solutions PureFacts Financial Solutions is an award-winning provider of End-to-End Revenue Management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers outperform by retaining more clients, delivering incremental value, improving productivity, properly incentivizing advisors and distributors, preventing costly mistakes and finding optimization opportunities. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards. Drive revenues. Eliminate leakages. Increase growth velocity. Learn more at purefacts.com Contacts Martin CarignanSVP, Sales Canada & Head of SalesPureFacts Financial Solutions(647) 296-1008martin.carignan@purefacts.com

PureFacts Secures GrowthCurve Capital Investment to Accelerate Growth

GrowthCurve Capital

TORONTO–(BUSINESS WIRE)–PureFacts Financial Solutions (“PureFacts”), an award-winning SaaS provider of end-to-end revenue management solutions for the investment industry, announced today the completion of a majority investment from GrowthCurve Capital (“GrowthCurve”). PureFacts founder and CEO Robert Madej and the company’s employees will retain their interest in PureFacts. “This partnership with GrowthCurve marks a significant milestone for us, positioning us to unlock new growth opportunities and elevate PureFacts to the next level.” Founded in 1997, PureFacts helps many of the world’s top wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. User firms can calculate, collect, distribute and optimize their revenues using the PureFacts fees engine, incentive compensation application and business intelligence solutions powered by a single system of record for revenue management. “We have come a long way since our humble roots as a small, Canadian wealthtech firm,” said Madej. “Since day one, our guiding principle has been our client intimate approach. It was critically important to find a strategic partner with the capabilities to help accelerate our ability to deliver value to our clients. The GrowthCurve team gained a deep understanding of our clients, our people, our products and our vision. We are thrilled to partner with them to enable our clients to grow their revenues more profitably.” GrowthCurve Capital is a private equity firm focused on building businesses through data, analytics and machine learning, combined with a comprehensive approach to human capital. The GrowthCurve investment will propel PureFacts along its growth trajectory by supporting new product development, continued market expansion, and the development and use of leading-edge artificial intelligence (AI) and analytics for the investment industry. “We have been very impressed with how Rob and the team built PureFacts into a leading provider of revenue management solutions for the wealth and asset management industry,” said Sumit Rajpal, GrowthCurve Capital founder and CEO. “PureFacts is exactly the type of company we look for in making strategic investments. We look forward to helping accelerate the company’s growth trajectory by investing in human capital, advancing the company’s robust technology platform and employing our expertise in AI and digital transformation to introduce new solutions and capabilities to PureFacts’ clients.” “PureFacts is well positioned to help its clients navigate an increasingly complex operating environment for billing and compensation management,” said GrowthCurve managing director Magnus Helgason. “There is a significant opportunity to build upon PureFacts’ market-leading revenue management platform to provide AI-enabled insights and recommendations that allow its clients to better manage and grow their revenues.” “We are incredibly grateful to our amazing clients around the world and very proud and thankful for our hardworking PureFacts team,” added Madej. “This partnership with GrowthCurve marks a significant milestone for us, positioning us to unlock new growth opportunities and elevate PureFacts to the next level.” Scotiabank acted as the exclusive financial advisor and Goodmans LLP served as legal advisor to PureFacts. KeyBanc Capital Markets Inc. acted as financial advisor and Weil, Gotshal & Manges LLP and Blake, Cassels & Graydon LLP served as legal advisors to GrowthCurve Capital. Terms of the transaction were not disclosed. To learn more about PureFacts’ offerings visit purefacts.com. About PureFacts Financial Solutions PureFacts Financial Solutions is an award-winning provider of End-to-End Revenue Management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management, and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize, and optimize their revenues using PureFacts’ AI-enriched fees engine, incentive compensation application, and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ clients outperform by retaining more customers, delivering incremental value, improving productivity, properly incentivizing advisors and distributors, preventing costly mistakes, and finding optimization opportunities. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards. Drive revenues. Eliminate leakages. Increase growth velocity. Learn more at purefacts.com. About GrowthCurve GrowthCurve Capital is a private equity firm focused on building businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to seek to accelerate growth and drive long-term value. Founded by Sumit Rajpal, former Global Co-Head of the Goldman Sachs Merchant Banking Division, the firm focuses on data-rich, control-oriented private equity investments primarily across the technology and information services, healthcare, and financial services sectors. For more information, please visit www.GrowthCurveCapital.com and follow the firm on www.linkedin.com/company/growthcurvecapital. Contacts MEDIA CONTACT:PureFactsRob Farmer417-377-3293purefacts@streetcredpr.com GrowthCurveDan Gagnier646-569-5897growthcurve@gagnierfc.com