Purpose Unlimited

Purpose Unlimited is a financial technology company that offers asset management, wealth management, and banking technology services targeted at entrepreneurs and small to medium-sized businesses. The firm provides a suite of innovative tools designed to help Canadians achieve their financial objectives, enabling them to invest, grow their wealth, and prepare for retirement with confidence. Purpose Unlimited emphasizes accessibility by providing investment products at low costs and personalized advice from financial advisors. Through its platform, the company aims to make high-quality investment opportunities available to all investors, regardless of size, fostering long-term financial success for its clients.

Mark Shulgan

Board Member

4 past transactions

Steadyhand

Acquisition in 2025
Steadyhand provides private equity, transparent reporting, advisory, mutual funds, and investment management services.

CreditGenie

Acquisition in 2019
CreditGenie Inc., founded in 2016 and based in Toronto, Canada, develops a digital platform that specializes in loan adjudication and point-of-sale financing solutions. The company focuses on providing small and mid-sized businesses in the retail and medical sectors with the tools to offer financing options to their customers for significant purchases. By enabling instant credit approvals, CreditGenie's solution allows customers to split their purchases into manageable monthly payments. This approach not only assists businesses in acquiring new customers but also helps to increase their average transaction value. CreditGenie's services are offered at no cost to businesses and do not require integration, ensuring a seamless experience for its partners. As of May 2019, CreditGenie operates as a subsidiary of Purpose Financial LP.

d1g1t

Series A in 2018
d1g1t develops a digital wealth management platform that provides analytics-driven portfolio management services to professional advisers and their individual investors. The platform integrates risk management tools, client management, onboarding, portfolio tracking, historical performance analysis, and future risk forecasting to support adviser-client relationships and business growth. Based in Toronto, Canada, the company focuses on transparent, data-driven investment guidance for advisory firms and their clients.

Ario Platform

Venture Round in 2018
Ario is a software-as-a-service platform that delivers data-driven banking and lending solutions tailored for enterprises. Founded in 2017 and headquartered in Ottawa, Canada, Ario serves a diverse clientele, including existing banks, credit unions, technology firms, and non-financial service companies. The platform allows enterprises and lenders to provide white-label banking services, enhancing their customer offerings. As of November 2020, Ario operates as a subsidiary of Thinking Capital Financial Corporation, with additional offices in Toronto and Ottawa.
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