We focus on three core areas of financial services, all connected by the common theme of customer-focused innovation. While each business is uniquely positioned for independent growth, the whole is greater than the sum of its parts. Each team provides complementary value to all the others, mutually enhancing their capabilities and supercharging success for them all.
Purpose Investments is a modern investment management firm, focused on outcome-oriented strategies through traditional, alternative and direct-origination capabilities. It leads innovation in making pension-style quality investments accessible to all investors, big or small, to help them realize their goals for meaningful long-term success.
Purpose is building the Financial Operating System (OS) for Small Businesses, to enable our customers to operate and grow their businesses more efficiently. Purpose brought together three key platforms: Ario, which built a leading technology infrastructure and data platform, Thinking Capital, Canada’s largest non-bank lender to SMBs, and Credit Genie, an innovative platform offering Point-of-Sale financing solutions for SMBs together to build the backbone of our SMB banking solutions platform. Our mission is to build a better experience for Small Businesses in how they operate their businesses and how they access capital to support their growth.
Purpose Advisor Solutions is creating a complete, end-to-end platform to enable wealth advisors to independently begin, grow and manage their own businesses. It innovates wealth-as-a-service, simplifying all aspects of the advisory business — including client migration, trade execution, portfolio management and regulatory requirements — so advisors can focus on fostering meaningful client relationships.