Ascentix and PureFacts Announce Strategic Partnership to Transform Revenue Optimization for Wealth Enterprises

Firms to collaborate closely to help wealth management enterprises optimize new and existing fee revenue to unlock opportunities for accelerated organic growth

NEW YORK, Oct. 8, 2026 /PRNewswire/ -- Ascentix Partners ("Ascentix"), a leading strategy consultancy focused on driving wealth management enterprise growth, and PureFacts Financial Solutions (PureFacts), a leading provider of revenue management software, today announced a strategic partnership where the two firms will combine their expertise and vision to redefine revenue optimization for wealth management firms.

Together, Ascentix and PureFacts will deliver a powerful combination of technology, advisory support and private equity expertise. PureFacts' tools and Ascentix's insights will enable enterprises across the wealth management space to maximize transparency, efficiency and growth across fees, billing, compensation and practice management.

"There is ever-increasing demand from private equity sponsors for their RIA portfolio companies to achieve aggressive growth targets," said Larry Roth, Founder & Managing Partner of Ascentix. "Historically, solutions for addressing these growth expectations have been restricted to a combination of asset growth, cost cutting and client acquisition."

Roth continued, "PureFacts fundamentally transforms this picture by adding a new and powerful component to driving valuations: By considering revenue more holistically and finding overlooked or underutilized earning levers to pull."

Fees & Billing, Advisor Compensation and Practice Management for Wealth Managers

PureFacts helps wealth and asset management firms accelerate profitable organic growth by managing the revenue lifecycle as one connected process. Through the PureRevenue Platform and its Revenue Book of Record, firms can improve pricing discipline, ensure revenue reflects the value they deliver, reduce the revenue typically lost to fee billing inefficiencies and gain the intelligence to manage revenue performance with greater confidence.

PureRevenue brings together three connected capabilities: Fees & Billing helps firms calculate, govern and capture complex fee revenue accurately, with zero tolerance for avoidable errors. Advisor Compensation aligns incentives with firm strategy, helping firms pay advisors accurately, reduce disputes and reinforce the behaviors that drive profitable growth. Practice Management gives advisors and leaders explainable intelligence across client value, loyalty, pricing, benchmarks and practice effectiveness, helping firms strengthen relationships, reduce unnecessary discounting and capture more revenue from the business already in the book.

"Organic growth is the defining challenge in wealth and asset management today, and few understand it as deeply as Ascentix and PureFacts do together," said Pete Hess, President of PureFacts. "This partnership puts that understanding to work for the industry's leading firms by helping them improve pricing, capture more earned revenue, align advisor behavior and use trusted revenue intelligence to accelerate profitable growth. We're thrilled to work with Ascentix as one of the foremost experts on growth in the wealth management industry."

About PureFacts

PureFacts is the leader in the Revenue Performance Management category for wealth and asset management firms. The PureRevenue Platform helps organizations maximize revenue potential by connecting pricing, billing, compensation, advisor behavior and AI-powered intelligence within a single Revenue Book of Record. By transforming fragmented revenue processes into a coordinated growth system, firms gain greater visibility, stronger pricing discipline, improved revenue capture and more effective advisor alignment. The result is faster organic growth, improved profitability and increased enterprise value. For more than 25 years, PureFacts has helped leading financial institutions turn revenue from an operational process into a strategic advantage. For more information, please visit https://purefacts.com/.

About Ascentix Partners

Ascentix Partners is the leading strategy consultancy focused on driving growth for wealth management enterprises. Headquartered in New York City and with a significant presence in Los Angeles, Ascentix Partners delivers growth planning, M&A consulting, strategic relationship development and brand elevation to RIA enterprises, dual registrant firms, family offices, wealthtech platforms and private market solutions providers across the country. For more information, please visit https://www.ascentix.com/.

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SOURCE Ascentix Partners