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

Investment Management

FinTech

Purpose Unlimited

Som Seif

Chris Shiu

Luis Amorim

Marie Snyder

Matthew Raposo

Nick Kuriya

Fraser Stark

Tyler Meyrick

Paloma Tonaco

Jessica Palter

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

Leadership Team

Corporate Governance Team

Technology Team

About

Team members

Other teams at Purpose Unlimited

Leadership Team

Corporate Governance Team