Tequity acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This marks Tequity’s 9th successful Salesforce ecosystem transaction.
“PureFacts wanted to augment its leading wealth management platform by adding a premier Salesforce partner. In all interactions Tequity proved to be professional, experienced and extremely knowledgeable about the Salesforce ecosystem. The Tequity team was not only pleasurable and easy to work with, they also brought an exceptional knowledge of business operations and a CEO perspective to the process. We would not hesitate to work with Tequity again, nor to recommend them as leading experts on transactions within the Salesforce community.” Robert Madej, CEO, PureFacts Financial Solutions.