About Purpose Unlimited
Purpose Unlimited is a company based in Toronto (Canada) founded in 2012. Purpose Unlimited has raised $42.05 million across 1 funding round from investors including Allianz X. The company has 30 employees as of December 31, 2024. Purpose Unlimited has completed 1 acquisition, including Steadyhand. Purpose Unlimited offers products and services including Asset Management, Wealth Management, SMB Financing Solutions, and Retirement Solutions. Purpose Unlimited operates in a competitive market with competitors including Investec, S&P Global, Bank of America, FIS and State Street, among others.
- Headquarter Toronto, Canada
- Employees 30 as on 31 Dec, 2024
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Sectors
Financial ServicesTechnology
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$42.05 M (USD)
in 1 rounds
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Latest Funding Round
$42.05 M (USD), Series C
Feb 10, 2021
- Investors
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Employee Count
30
as on Dec 31, 2024
- Investments & Acquisitions
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Products & Services of Purpose Unlimited
Purpose Unlimited offers a comprehensive portfolio of products and services, including Asset Management, Wealth Management, SMB Financing Solutions, and Retirement Solutions.
Platform for creating wealth pathways through innovative investments.
Empowers advisors to grow businesses via tech-driven solutions.
Provides loans to support small business economic growth.
Offers secure income options for redefining retirement planning.
People of Purpose Unlimited
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Funding Insights of Purpose Unlimited
Purpose Unlimited has successfully raised a total of $42.05M through 1 strategic funding round. The most recent funding activity was a Series C round of $42.05 million completed in February 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Purpose Unlimited
Purpose Unlimited has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Allianz X.
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Startups are funded via venture capital by Allianz-backed Allianz X.
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Investor details for Purpose Unlimited
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Investments & Acquisitions by Purpose Unlimited
Purpose Unlimited has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Steadyhand.
Investment portfolio details for Purpose Unlimited
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Customized portfolios are offered through equity and fixed income funds.
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Complete acquisition details for Purpose Unlimited
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Financial Statements - Purpose Unlimited
Detailed financials for Purpose Unlimited
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Purpose Unlimited Comparisons
Peer comparison for Purpose Unlimited
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Competitors of Purpose Unlimited
Purpose Unlimited operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, S&P Global, Bank of America, FIS and State Street, among others.
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Global banking, investment, and wealth management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Comprehensive banking and financial services are provided globally.
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Detailed competitors of Purpose Unlimited
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Latest news on Purpose Unlimited
Complete news archive for Purpose Unlimited
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Frequently Asked Questions about Purpose Unlimited
Purpose Unlimited was founded in 2012 and raised its 1st funding round 9 years after it was founded.
Purpose Unlimited is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Purpose Unlimited is a funded company, having raised a total of $42.05M across 1 funding round to date.
As of Dec 31, 2024, the latest employee count at Purpose Unlimited is 30.
Purpose Unlimited was established in 2012 in Toronto, Canada, within the financial services sector. Wealth management solutions are delivered to clients, including investment advisory and portfolio oversight. Operations are centered on supporting individual and institutional investors through customized strategies. The firm maintains its headquarters in Toronto, where regional market dynamics are addressed in service provision. Focus remains on compliance and risk assessment in wealth preservation.
Purpose Unlimited's top competitors include Investec, S&P Global and Bank of America.
Purpose Unlimited offers Asset Management, Wealth Management, SMB Financing Solutions, and Retirement Solutions.
Purpose Unlimited has made 1 acquisition, including Steadyhand.
Purpose Unlimited has 1 investor. Key investors include Allianz X.