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.
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.