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Purpose Unlimited
About
Purpose Unlimited is a financial services firm that helps small businesses in growing and provides retirees with lifetime income.
- Toronto,Ontario,Canada
Details
- Last Funding Type
- Series Unknown
- Last Funding Money Raised
- $53.50M
- Industries
- Financial Services
- Founded date
- Jan 1, 2012
- Operating Status
- Active
- Legal Name
- Purpose Financial LP
- Investor Type
- Venture Capital
Purpose Unlimited provides asset management, wealth management, and banking technology services. They serve entrepreneurs and small to medium-sized businesses. Their services include purpose investments, thinking capital, and purpose advisor solutions. The firm's platform provides cutting-edge tools for entrepreneurs and small to medium-sized businesses to innovate the next generation of modern asset management, wealth management, and banking technology. It pioneers innovation in making pension-style quality investments accessible to all investors, large and small, in order to assist every Canadian in achieving meaningful long-term success.
Funding Rounds
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Feb 10, 2021 | Series Unknown | $53.50M | 1 |
Allianz X
|
— | Detail |
Investors
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
Allianz X
|
Yes | Series Unknown |
Employee Profiles
Exits
Purpose Unlimited has had 1 exits. Purpose Unlimited most notable exits include Ario Platform
| Date | Company Name | Exit Type | Industry | |
|---|---|---|---|---|
| Nov 11, 2020 | Ario Platform | M&A | Banking | Detail |
Acquisition
Purpose Unlimited has acquired 1 organizations. Their most recent acquisition was CreditGenie on May 27, 2019. They acquired CreditGenie for 0.
|
Date
Company Name
|
Industry | Acquisition Type | Price | |
|---|---|---|---|---|
|
May 27, 2019
CreditGenie
|
B2B | acquisition | — | Detail |
