Canadian financial services firm, founded 2012 in Toronto, combining investment, advice, technology and capital across wealth management and small business lending.
Purpose Unlimited is a Canadian financial services company founded in 2012 and headquartered in Toronto, Ontario. It combines investment expertise, independent advice, technology and capital to help Canadians build, grow and protect their wealth, with a stated focus on segments of the market that have historically been underserved. The firm is entrepreneur-led, founded by Som Seif.
The group operates several businesses under one ecosystem. Purpose Investments provides modern investment solutions for Canadians; Advisor Solutions offers an end-to-end platform for independent advisors to own their practice; Steadyhand gives personalised investment advice; Foundation Wealth Partners and Harness Investment Management are wealth and investment management businesses within the group; and Driven by Purpose supplies fast, flexible capital to Canadian small businesses. The ecosystem manages over $40 billion in assets on behalf of Canadians and has deployed over $1 billion in capital to entrepreneurs and businesses.
Technology is central to the group's operations. Its technical domains include financial technology, wealth management technology, investment platform technology and advisor platform technology. Employees work across industries spanning financial services, investment management, wealth management, small business lending and advisor services, building what the company describes as technology-driven, customer-centric solutions.
