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Purpose Unlimited

65 employees

Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology. Our mission is to be the customer-focused leader that the financial services industry needs. Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.

Investor insights

Funding rounds participated in

$54M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Funding rounds raised

Total raised

$54M

from 1 investors over 1 rounds

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Purpose Unlimited raised $54M on March 10, 2021

Investors: Allianz X

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