Purpose Unlimited - About the company
Purpose Unlimited is a series C company based in Toronto (Canada), founded in 2012. It operates as a Provider of wealth management services. Purpose Unlimited has raised $42.1M in funding from Allianz X. The company has 985 active competitors, including 19 funded and 146 that have exited. Its top competitors include companies like FIS, S&P Global and Investec.
Company Details
- Website
- www.purpose-unlimited.com/
- Email ID
- *****@purpose-unlimited.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2012
Location
Toronto, Canada
Stage
Series C
Total Funding
$42.1M in 1 round
Latest Funding Round
Ranked
32nd among 985 active competitors
Employee Count
117 as on Jul 31, 2026
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Purpose Unlimited's funding and investors
Purpose Unlimited has raised a total funding of $42.1M over 1 round. Its latest funding round was a Series C round on Feb 10, 2021 for $*****. 1 investor participated in its latest round. Purpose Unlimited has 4 institutional investors.
Here is the list of recent funding rounds of Purpose Unlimited:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Feb 10, 2021 | 7019649 | Series C | 9869733 | 1996799 | 4007902 | 4195421 |
View details of Purpose Unlimited's funding rounds and investors
Purpose Unlimited's founders and board of directors
Founder? Claim ProfilePurpose Unlimited's employee count trend
Purpose Unlimited has 117 employees as of Jul 26. Here is Purpose Unlimited's employee count trend over the years:
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Purpose Unlimited's Competitors and alternates
Top competitors of Purpose Unlimited include FIS, S&P Global and Investec. Here is the list of Top 10 competitors of Purpose Unlimited, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 81/100 | |
2nd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
3rd | Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 77/100 | |
4th | Royal Bank of Canada 1864, Toronto (Canada), Public | Commercial bank | - | - | 76/100 |
5th | India Infoline 1995, Mumbai (India), Public | Traditional Broker for trading in stocks, mutual fund, and commodities | - | 68/100 | |
6th | State Street 1792, Boston (United States), Public | Provider of data solutions, research, cash management, and foreign exchange | - | 68/100 | |
7th | Brookfield Asset Management 1899, Toronto (Canada), Public | Private equity fund focused on real estate and renewable energy | - | 65/100 | |
8th | Sun Life Financial 1865, Toronto (Canada), Public | Diversified insurance and asset management firm | - | 65/100 | |
9th | StoneX 1924, New York City (United States), Public | Trade execution solutions for multiple assets | - | 64/100 | |
10th | Eaton Vance Management 1924, Boston (United States), Acquired | Platform offering mutual funds and investment management solutions | - | 62/100 | |
32nd | Purpose Unlimited 2012, Toronto (Canada), Series C | Provider of wealth management services | $42.1M | 49/100 |
Looking for more details on Purpose Unlimited's competitors? Click here to see the top ones
Purpose Unlimited's Investments and acquisitions
Purpose Unlimited has made 2 investments in Tetradg and Tetra and acquired Steadyhand.Here is the list of these investments and acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Sep 08, 2025 | Investments | 2013 | - | |
Sep 04, 2025 | Investments | 2019 | Calgary (Canada) | |
Mar 24, 2025 | Acquisition | 2006 | Vancouver (Canada) |
News related to Purpose Unlimited
Media has covered Purpose Unlimited for a total of 8 events in the last 1 year, 5 of them have been about company updates.
•
Purpose Unlimited Inc. Acquires Shares of 28,048 Healthpeak Properties, Inc. $DOCAmerican Banking News•Jun 22, 2026•Purpose Unlimited, Healthpeak, Alphabet
•
Purpose Unlimited Inc. Makes New $10.45 Million Investment in Nutrien Ltd. $NTRThecerbatgem•Jun 21, 2026•Purpose Unlimited, Nutrien
•
Purpose Unlimited Inc. Makes New $2.18 Million Investment in Vanguard FTSE All-World ex-US ETF $VEUtickerreport.com•Jun 21, 2026•Purpose Unlimited, Vanguard
•
Purpose Unlimited Inc. Makes New $12.90 Million Investment in Astrazeneca Plc $AZNThemarketsdaily•Jun 21, 2026•AstraZeneca, Purpose Unlimited, Thornburg Investment Management, Crawford & Company and 2 others
•
Purpose Unlimited Inc. Makes New $5.34 Million Investment in Wheaton Precious Metals Corp. $WPMtickerreport.com•Jun 21, 2026•AssetMark, Purpose Unlimited
•
Urbana Corporation Invests More in Tetra Digital to Launch Canada's First CAD StablecoinBenzinga•Sep 08, 2025•Tetra Tech, Purpose Unlimited, Shakepay, Wealthsimple and 6 others
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Ether Capital Announces Completion of ETF Conversion and Related TransactionsFinancial Post•Jun 15, 2024•Purpose Investments, Purpose Unlimited
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