About Purpose Investments
Purpose Investments is a publicly listed company based in Toronto (Canada) founded in 2012. Diversified investment management firm. Purpose Investments has completed 2 acquisitions, including Alliance REIT and Redwood Asset Management. Its website purposeinvest.com draws about 130 thousand monthly visits. Purpose Investments offers products and services including Purpose Solana ETF, Mutual Funds, and Separately Managed Accounts. Its focus areas include Asset Management and Diversified. Its legal entity is Purpose Investments Inc. Its competitors include Sun Life Financial, Royal Bank of Canada and CI Financial.
Company details
Purpose Investments was established in 2012 in Toronto, Canada, as a diversified investment management firm. Operations are centered on asset management and financial services within the investment sector. A range of investment products and strategies are offered to clients, with a focus on diversified portfolios. The firm operates primarily from its Toronto base, serving institutional and individual investors across Canada.
- Headquarters Toronto, Canada
- Stage Public
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website purposeinvest.com
- Social LinkedIn X Facebook
- Legal Name Purpose Investments Inc.
- Investors
- Investments & AcquisitionsAlliance REIT
& 1 more
Products & Services of Purpose Investments
Purpose Investments offers a comprehensive portfolio of products and services, including Purpose Solana ETF, Mutual Funds, and Separately Managed Accounts.
ETF providing Solana staking and cryptocurrency exposure.
Funds for equity, fixed income, and commodities investments.
Customized investment accounts for individual client needs.
Funding Insights of Purpose Investments
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Purpose Investments with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2017 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in Purpose Investments
Purpose Investments has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include OMERS.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| omers.com |
Investor details for Purpose Investments
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Purpose Investments
22 people are tracked at Purpose Investments (12 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Som Seif | CEO | Leadership |
Alex V. | Director, Financial Reporting & Tax | Leadership |
Darcy Forster | VP Operations | Leadership |
Vlad Tasevski | COO & Head Of Product | Leadership |
Paloma Tonaco | Chief People Officer | Leadership |
Jessica Palter | Chief Legal Officer | Leadership |
Jeffrey Logan | Vice President | Leadership |
Marlo Kravetsky | Head Of Regulatory Affairs & Chief Privacy Officer | Leadership |
Matt Coyle | Chief Customer Experience Officer | Leadership |
Yuan Gao | Vp, Product | Leadership |
Spencer Morgan | Director, Portfolio Strategy | Leadership |
Simon Barcelon | Vice President, Product | Leadership |
Justin Nelson | Manager, Fund Finance & Operations | Team |
Raymond Yeung | Senior Manager | Team |
Shannon John Gomes | IT Systems Analyst | Team |
Mayu B. | Office Manager | Team |
Ragheb Othmani | Analyst | Team |
Italo Silva | Financial Operations Analyst | Team |
Morgan Fiddes-Waldon | Design Manager | Team |
Amy Tieu | Compliance Manager | Team |
2 more people are available in the full profile.
Complete people profiles for Purpose Investments
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
IPO & Listings of Purpose Investments
Purpose Investments is a publicly listed company on the TSX with ticker symbol BNK.PR.A in Canada, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date26 Jun 2020
- Listed onTSX: BNK
- Listed entityBig Banc Split Corp. 6 % Cum Red Pfd Registered Shs 2020-30.11.23
- Exchange sectorMiscellaneous
Investments & Acquisitions by Purpose Investments
Purpose Investments has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Alliance REIT and Redwood Asset Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
REIT services for family residential properties are provided. | alliancereit.com | Toronto, Canada | 2016 | Apr 2018 | •••• | |
Diversified investment management services are provided to clients. | redwoodasset.com | Toronto, Canada | 2006 | Jul 2016 | •••• |
Complete acquisition details for Purpose Investments
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Purpose Investments
5 dated milestones of Purpose Investments across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Purpose Investments is founded.
- Acquisition Acquires Redwood Asset Management.
- Funding First funding round.
- Acquisition Acquires Alliance REIT.
- IPO Lists on the stock exchange (IPO).
Competitors of Purpose Investments
Purpose Investments has 3 listed competitors in our database. They include Sun Life Financial, Royal Bank of Canada and CI Financial.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| sunlife.com | 1865 | Toronto, Canada | 32,002 | Insurance and asset management services are offered to diverse clients. | ||
| rbc.com | 1864 | Toronto, Canada | 500 | Comprehensive banking and financial services are provided globally. | ||
| cifinancial.com | 1965 | Toronto, Canada | 335 | Wealth management and asset management advisory services are provided. |
Detailed competitors of Purpose Investments
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Purpose Investments
The website of Purpose Investments (purposeinvest.com) receives about 129.9K visits a month and ranks #339,254 among all websites worldwide, #3,561 in Investing.
- Monthly visits129.9K
▲ 16.2% vs previous month
- Unique visitors43.3K
per month
- Global rank#339,254
among all websites
- Category rank#3,561
Finance · Investing
- Bounce rate38%
- Pages per visit2.4
- Average visit58 sec
- DevicesDesktop 47% · Mobile 53%
Websites whose visitors overlap most with Purpose Investments. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| globalx.ca | 100% | 299.3K | #174,930 | View details | |
| hamiltonetfs.com | 96% | 337.4K | #158,681 | View details | |
| harvestportfolios.com | 90% | 268K | #217,361 | View details | |
| evolveetfs.com | 83% | 181.4K | #253,366 | View details | |
| blackrock.com | 80% | 4.1M | #20,293 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Purpose Investments
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Related news about Purpose Investments
Complete news archive for Purpose Investments
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- Full article archive
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Frequently Asked Questions about Purpose Investments
Purpose Investments was founded in 2012 and raised its 1st funding round 5 years after it was founded.
Purpose Investments is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Purpose Investments was established in 2012 in Toronto, Canada, as a diversified investment management firm. Operations are centered on asset management and financial services within the investment sector. A range of investment products and strategies are offered to clients, with a focus on diversified portfolios. The firm operates primarily from its Toronto base, serving institutional and individual investors across Canada.
Purpose Investments's top competitors include Royal Bank of Canada, Sun Life Financial and CI Financial.
Purpose Investments offers Purpose Solana ETF, Mutual Funds, and Separately Managed Accounts.
Yes, Purpose Investments is publicly traded on TSX under the ticker symbol BNK.PR.A.
Purpose Investments has made 2 acquisitions, including Alliance REIT, and Redwood Asset Management.
Purpose Investments has 1 investor. Key investors include OMERS.
Purpose Investments operates through Purpose Investments Inc..
The website of Purpose Investments receives about 130 thousand visits a month and ranks #339,254 among all websites worldwide.