Company lists · Data refreshed October 2026

Top 25 Agentic platform software companies for financial services based in Canada

Name: Agentic platform software companies for financial services based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 19, 2026 96 companies tracked

RevenueBase identified 96 company matches for agentic platform software companies for financial services associated with Canada as of October 2026 and tracks 1,879 professional contacts across them, including 811 with verified work emails. Toronto is the largest hub.

This list covers company matches for agentic platform software companies for financial services associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 19, 2026 How this list was built

96Companies

1,879Contacts tracked

811Verified emails

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The 25 largest agentic platform software companies for financial services based in Canada

Ranked by team size

Top 25 of 96 company matches for agentic platform software companies for financial services based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Purefacts Financial Solutions	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	51-200	162 contacts →
	Exact match “We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
2	Maximizer	Exact match	Vancouver, BC, CanadaHQ recorded Oct 19, 2026	51-200	149 contacts →
	Exact match “Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
3	Univeris	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	51-200	137 contacts →
	Exact match “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
4	Riva International, INC	Exact match	Edmonton, AB, CanadaHQ recorded Oct 19, 2026	51-200	131 contacts →
	Exact match “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
5	Purpose Unlimited	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	201-500	116 contacts →
	Exact match “Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
6	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	51-200	87 contacts →
	Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
7	Onevest	Exact match	Toronto, CanadaHQ recorded Oct 19, 2026	51-200	84 contacts →
	Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
8	boosted.ai	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	51-200	83 contacts →
	Exact match “Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
9	Infinite Investment Systems	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	51-200	72 contacts →
	Exact match “Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
10	Mako Financial Technologies	Exact match	Montreal, QC, CanadaHQ recorded Oct 19, 2026	51-200	58 contacts →
	Exact match “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
11	Vencora	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	1,001-5,000	57 contacts →
	Exact match “Vencora is a leading global acquirer of software businesses that collectively transform the financial services market.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
12	Four Eyes Financial	Exact match	Saint John, NB, CanadaHQ recorded Oct 19, 2026	51-200	40 contacts →
	Exact match “Changing the way compliance is done Globally.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
13	Smart Solution	Exact match	Aurora, ON, CanadaHQ recorded Oct 19, 2026	11-50	35 contacts →
	Exact match “Smart Solution has provided innovative digital financial management solutions to financial institutions worldwide since 1985.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
14	Toogood Financial Systems INC	Exact match	Markham, ON, CanadaHQ recorded Oct 19, 2026	51-200	33 contacts →
	Exact match “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
15	Finlogik INC	Exact match	Montreal, QC, CanadaHQ recorded Oct 19, 2026	11-50	33 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
16	Finlogik Offshore Solutions	Exact match	Montreal, QC, CanadaHQ recorded Oct 19, 2026	11-50	26 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
17	Ticoon Technology	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	11-50	26 contacts →
	Exact match “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
18	Function Point	Exact match	Vancouver, BC, CanadaHQ recorded Oct 19, 2026	11-50	24 contacts →
	Exact match “Since 1997, Function Point’s all-in-one agency management software has been helping creative agencies optimize workflow, streamline operations and get the insight needed to make…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
19	Inovestor	Exact match	Montreal, QC, CanadaHQ recorded Oct 19, 2026	11-50	21 contacts →
	Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
20	Tier1 Financial Solutions	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	51-200	17 contacts →
	Exact match “Global leader in CRM software for capital markets & investment banking.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
21	Monarch Wealth Systems INC	Exact match	Mississauga, ON, CanadaHQ recorded Oct 19, 2026	11-50	17 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
22	Life Design Analysis INC	Exact match	London, ON, CanadaHQ recorded Oct 19, 2026	11-50	16 contacts →
	Exact match “Life Design Analysis is a cloud-based sales and productivity software for insurance carriers, distributors and advisors.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
23	TRIYO	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	11-50	16 contacts →
	Exact match “TRIYO enables financial institutions to adopt an AI-first strategy by extracting and structuring hidden work data from legacy systems and human-centric processes.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
24	Deepr Analytics	Exact match	Toronto, ON, CanadaHQ recorded Oct 19, 2026	11-50	14 contacts →
	Exact match “DeepR Analytics is a global FinTech company based out of Toronto, Canada.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
25	Policybook	Exact match	Montreal, QC, CanadaHQ recorded Oct 19, 2026	11-50	13 contacts →
	Exact match “The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “agentic platform software companies for financial services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 96 agentic platform software companies for financial services based in Canada

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Agentic platform software companies for financial services based in Canada at a glance

As of Oct 19, 2026

43.2%Verified-email coverage

19.6Average contacts per company

11-50Median size (employees)

37.5%Largest-city concentration · Toronto

Oct 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 96 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Canada whose business descriptions match “agentic platform software companies for financial services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 811 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Agentic platform software companies for financial services by metro

Agentic platform software companies for financial services in Toronto36

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “agentic platform software companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many agentic platform software companies for financial services are there based in Canada?

RevenueBase identified 96 company matches for agentic platform software companies for financial services associated with Canada as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Purefacts Financial Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most agentic platform software companies for financial services?

Toronto leads with 36 company records, followed by Montreal (11) and Mississauga (9).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 811 professional contacts with verified work emails tracked across these 96 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.