Strategic Acquisition Xtiva was acquired by PureFacts Financial Solutions in March 2023, signaling alignment with revenue management and enterprise reporting for wealth management clients. This creates cross-sell opportunities into PureFacts' broader client base and strengthens credibility for new SPM and ICM deployments.

Wealth Management Focus Xtiva specializes in sales performance and incentive compensation management for the wealth management industry, suggesting sales plays around advisor performance, incentive design, and data-driven client segmentation to optimize revenue and client outcomes.

Cloud and Tech Stack With AWS, Docker, Terraform, Jenkins and analytics tools in its stack, Xtiva is positioned to scale modern cloud-based SPM and ICM solutions. Opportunities exist to upsell cloud-based data integration, security enhancements, and automated reporting features to financial firms undergoing digital transformation.

Webinars and Thought Leadership Xtiva has a history of collaborating on webinars to help wealth management clients leverage data assets. Leverage these relationships to co-market and create pilot programs that showcase tangible ROI in incentive compensation optimization and performance management.

Growth and Funding Signals Prior funding and a mid-market revenue profile indicate potential for expanded deployments and longer-term contracts. Target mid-to-large financial services firms seeking scalable SPM/ICM, with a focus on expanding from select pilots to enterprise-wide rollouts.