Insights delivered to support board develop a UK strategy
Founded in Toronto, PureFacts provides wealth management and financial technology solutions to financial services firms. With a strong presence in North America,
PureFacts engaged Newfound to explore the market opportunity in the UK and European wealth markets.
Newfound supported us in some critical business decisions around the UK & Europe and enabled the executive team & the board to commit to important plans and investment.
Through our mix of primary and secondary research and access to industry experts, Newfound produced an in-depth market validation report that provided clear insights into key competitors, partnership opportunities, market dynamics and important regulatory trends. The team also assessed and identified the next top 3 European markets PureFacts should expand into and built a list of prioritised target customers along with recommended approaches to building sales traction.
Since the completion of Newfound's project, PureFacts has acquired Quartal Financial Solutions, a leading player for fees billing and commission solutions in Europe in Nobemebr 2020.
The acquisition will strengthen PureFact's position in the global stage, especially with a new European HQ located in Quartal's office in Switzerland.