Purpose Unlimited is a financial services firm that helps small businesses in growing and provides retirees with lifetime income.
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.
Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
---|---|---|---|---|---|---|
Feb 10, 2021 | Series Unknown | $53.50M | 1 | Allianz X | — | Detail |
Investor Name | Lead Investor | Funding Round |
---|---|---|
Allianz X | Yes | Series Unknown |
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 |
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 |