Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.

Our mission is to be the customer-focused leader that the financial services industry needs.

Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.

Banking

Finance

FinTech

Investment Management

Purpose Unlimited

Purpose Unlimited's headquarters in Toronto, Canada

This department focuses on the design, development, and maintenance of software applications and systems.

Software Development

The Leadership Team at Purpose Unlimited is responsible for setting the strategic direction and vision of the company, driving growth, and overseeing daily operations across all business segments. This team ensures the alignment of Purpose Unlimited's mission with its business goals, cultivates a customer-centric culture, and maintains compliance with legal and regulatory standards. Their collective expertise supports innovation in financial services, fostering a collaborative and high-performing work environment.

Leadership Team

The Technology Team at Purpose Unlimited develops and maintains the cutting-edge platforms and tools that empower our financial services businesses. They ensure robust security, provide critical IT support, analyze system performance, and drive innovations in asset and wealth management technology. Their expertise keeps our solutions reliable and secure, allowing entrepreneurs and small to medium-sized businesses to focus on growth and innovation.

Technology Team

The Corporate Governance Team at Purpose Unlimited ensures that the company adheres to high standards of legal and ethical integrity. This multidisciplinary team is responsible for overseeing regulatory compliance, managing risks, maintaining privacy standards, and driving corporate development initiatives. Their collective expertise supports robust governance structures that align with Purpose Unlimited’s mission to lead the financial services industry with a customer-focused approach.

Corporate Governance Team

The Human Resources and People Operations team at Purpose Unlimited is dedicated to enhancing the employee experience and fostering a positive workplace culture. This team is responsible for talent acquisition, employee development, and ensuring compliance with HR policies. They work collaboratively to support the professional growth of staff, facilitate effective communication, and uphold the company's values and mission.

Human Resources and People Operations

This department focuses on organizational development, employee engagement, and managing talent and rewards.

People (7)

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Other teams

Leadership Team

Technology Team

Corporate Governance Team

Human Resources and People Operations

People and Culture