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Purpose Investments

Purpose Investments Revenue

Investment ManagementFlag of CAToronto, Ontario, Canada51-100 Employees

$

Purpose Investments revenue & valuation

Annual revenue$5,000,000
Revenue per employee$54,000
Estimated valuation?$16,000,000
Total funding$12,100,000

Key Contacts at Purpose Investments

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Massimiliano Cavalli

Executive Director

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Ritu Ghai

Senior Director, Product Optimization

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Ernest Chan

Associate Director

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Azita Rahmani

Director, Investment Services

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Spencer Morgan

Director, Portfolio Strategy

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Karen Mcrae

Director, Advisory Board Member, Independent Review Committee Member

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Vladimir Jekic

Director, Product

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Raymond Yeung

Associate Director, Compliance

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Catherine Liang

Director, Financial Reporting

Company overview

Headquarters130 Adelaide St. West, Suite 3100, Toronto, ON M5H 3P5, CA
Phone number+14165833850
Website
NAICS5231
SIC637
Keywords
Risk Management, Etfs, Portfolio Construction, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Mutual Funds, Funds, Investment Strategy, Private Assets, Tfsa, Exchange Traded Funds, Private Debt, Cash, Pension Portfolios, Rrsp, Alternative Strategies, Active Investing, Equity Growth, Money Market Funds, Equity Income, Credit Strategies, Balanced Portolios, Equity Growth Funds
Employees51-100
Socials

Purpose Investments Email Formats

Purpose Investments uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@purposeinvest.com), used 77.8% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@purposeinvest.com
77.8%
{first name}{last name}
johndoe@purposeinvest.com
20%
{first name}.{last name}
john.doe@purposeinvest.com
2.2%

About Purpose Investments

Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors. We manage over $20B in assets through some of the highest-quality investment funds in Canada. We have built a modern discipline of investment management, rooted in our history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by our commitment to managing risk every step of the way. We know that we have to be at the forefront of innovation, driving change to make investing smarter, safer, fairer and more open. We do everything with one person in mind – you, the investor. We fundamentally believe that achieving goals is about more than just beating a benchmark; it’s about building a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns. Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Always read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain statements presented are prepared as a general source of information and are not intended to provide any specific individual advice to purchase funds. The opinions and any forward-looking statements, are solely those of Purpose at the date of posting, are subject to change without notice and are not guarantees of future performance or events and involve risks and uncertainties. Important disclosures: https://www.purposeinvest.com/legal

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

Purpose Investments has 53 employees across 9 departments.

Departments

Number of employees

Funding Data

Explore Purpose Investments's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2017-06-2515N/A
2018-08-1311$12,100,000

Funding Insights

$12,100,000

Total funding amount

$12,100,000

Most recent funding amount

2

Number of funding rounds

Purpose Investments Tech Stack

Discover the technologies and tools that power Purpose Investments's digital infrastructure, from frameworks to analytics platforms.

Storyblok

Storyblok

CMS

reCAPTCHA

reCAPTCHA

Security

Contentful

Contentful

CMS

Node.js

Node.js

Programming languages

Matomo Analytics

Matomo Analytics

Analytics

PWA

PWA

Miscellaneous

Goober

Goober

JavaScript libraries

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Ads

Twitter Ads

Advertising

HubSpot Analytics

HubSpot Analytics

Analytics

Frequently asked questions

Purpose Investments is located in Toronto, Ontario, CA.
You can reach Purpose Investments at +14165833850.
Purpose Investments generates an estimated annual revenue of $5,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Purpose Investments has an estimated valuation of $16,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Purpose Investments has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.
Purpose Investments has raised a total of $12,100,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

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