retirement-income
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Purpose Unlimited Built a $30 Billion Finance Machine by Fixing the Awkward Parts
Som Seif's Toronto firm turned unglamorous financial friction into ETFs, advisor software, business loans and retirement income - then crossed $30 billion in platform assets. The interesting product is the method behind the products.
The $380 Billion Business of Giving Savers Permission to Spend
Corebridge sells a surprisingly emotional product: permission to use the money you spent decades saving. Behind that promise sits an old insurance engine, a young public brand and a pending merger that could erase the name almost as quickly as it arrived.
The 119-Year-Old Insurer Built for the Next Life Moment
Protective Life spent more than a century insuring families. Its next act is broader: retirement income, dealer finance, employee leave and a pending move into specialty insurance - all powered by a quiet expertise in buying and administering promises that can last for decades.
MetLife
The 158-year-old insurer is becoming a three-engine financial platform: workplace benefits, retirement-risk transfer and global asset management - all hidden behind one familiar blue-and-green M.
Prudential Financial
The 150-year-old insurer has become a three-engine financial machine: protection for families, retirement risk transfer for institutions, and a $1.4 trillion active asset manager. Its advantage is not novelty, but the ability to price promises that may last longer than the people who make them.
Trevor Gary
Trevor Gary is the founder and CEO of Micruity, a retirement-income infrastructure company that connects 401(k) recordkeepers, asset managers and insurers so plans can offer annuities and pension-style lifetime income. A former pension actuary at Deloitte Canada, Gary saw firsthand how the shift from defined-benefit pensions to 401(k) plans left millions of Americans without guaranteed income in retirement. He founded Micruity in 2017-2018 to build the data conduit that makes lifetime-income products work at scale. The company has raised roughly $27 million from a roster of insurance and financial heavyweights including Prudential, TIAA, State Street, Nationwide, J.P. Morgan Asset Management and Pacific Life.
Micruity
Micruity is a financial-technology infrastructure company building the data pipes that let lifetime-income products work inside everyday 401(k) plans. Its Advanced Routing System (MARS) acts as a secure central clearing house that connects insurers, asset managers, recordkeepers and plan sponsors, letting them communicate, verify and aggregate annuity data so retirement savings can be turned into a predictable monthly paycheck. Founded in 2017 by Trevor Gary and Chris Livadas, the company is headquartered in Toronto and raised an oversubscribed $20M Series A in December 2025.