Som Seif, CEO and Founder of Purpose Unlimited, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss his firm’s innovations in the Canadian RIA market.
Seif notes that the Canadian RIA industry might be twenty years behind the development of the US market. As such, Purpose Unlimited is a technology company innovating in financial services, building a platform to support independent RIAs, and working to assist investors in building more resilient portfolios. Deeper than a turnkey asset management platform (TAMP), Purpose Unlimited seeks to improve the experience of advisors and their clients by providing a variety of technology solutions including custodial integration and portfolio management software.
Alternative investments are a core component of investment management. Purpose Unlimited partners with CAIS to provide access, education, and due diligence on alternative investment opportunities.
As an innovative firm seeking to allow investors to build portfolios with significant degrees of diversification, Purpose Unlimited launched the world’s first ETFs investing in physically settled bitcoin and ether. Additionally, Longevity by Purpose offers the Longevity Pension Fund as a lifetime income solution.
Resources:
Platforms and Advisor Solutions
Purpose Investments Fund Lineup