Sanay Patel​

I spent twenty years in a career that was amazing on paper. As a venture capital and private equity investor, I backed all types of interesting companies. I co-founded a startup and worked on three others. I bought and operated a small business. Along the way I worked with incredible people, learned so much, and was constantly challenged intellectually.

But something was always missing. I never felt my work gave me a sense of purpose.

The missing piece, I realized, was that I wasn't directly helping people.

So I changed course. I combined my passion for personal finance with my desire to be of service to others. I launched Purpose Wealth to build the type of business I'd want as a client. Flat fee, tons of time and attention, and a focus on living well instead of net worth.