Company lists · Data refreshed September 2026

Top 25 Ai-driven portfolio management companies based in Canada

Name: Ai-driven portfolio management companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 161 companies tracked

RevenueBase identified 161 ai-driven portfolio management companies headquartered in Canada as of September 2026 and tracks 1,368 professional contacts across them, including 680 with verified work emails. Toronto is the largest hub.

This list covers ai-driven portfolio management companies headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

161Companies

1,368Contacts tracked

680Verified emails

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The 25 largest ai-driven portfolio management companies based in Canada

Ranked by team size

Top 25 of 161 ai-driven portfolio management companies based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to ai-driven portfolio management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 19, 2026	201-500	238 contacts →
	Strong evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 19, 2026
2	Conquest Planning	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	51-200	180 contacts →
	Partial evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 19, 2026
3	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	201-500	134 contacts →
	Partial evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 19, 2026
4	Onevest	Partial evidence	Toronto, CanadaHQ checked Sep 19, 2026	51-200	87 contacts →
	Partial evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 19, 2026
5	boosted.ai	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	83 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
6	Mantle	Indirect evidence	Toronto, CanadaHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “Mantle is building the next generation of tools to transform how private assets are managed.” Source: RevenueBase Database · checked Sep 19, 2026
7	Bristol Gate Capital Partners INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	29 contacts →
	Partial evidence “We are organized differently than most investment management companies.” Source: RevenueBase Database · checked Sep 19, 2026
8	Portfoliohiway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	20 contacts →
	Strong evidence “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: RevenueBase Database · checked Sep 19, 2026
9	Picton Mahoney Asset Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	17 contacts →
	Strong evidence “Picton Mahoney Asset Management is an investment management firm specializing in alternative investments and portfolio construction.” Source: RevenueBase Database · checked Sep 19, 2026
10	Laplace Insights	Indirect evidence	Sherbrooke, QC, CanadaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “In a world drowning in market data, knowing what matters makes all the difference.” Source: RevenueBase Database · checked Sep 19, 2026
11	Armilla AI	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “Armilla AI is a Lloyd’s Coverholder and MGA providing purpose-built AI liability insurance and AI software performance warranties for generative AI and AI agents.” Source: RevenueBase Database · checked Sep 19, 2026
12	sofistic.ai	Strong evidence	Montreal, QC, CanadaHQ checked Sep 19, 2026	11-50	16 contacts →
	Strong evidence “Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial…” Source: RevenueBase Database · checked Sep 19, 2026
13	Nymbus Capital	Partial evidence	Montreal, QC, CanadaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Nymbus Capital is a quantitative and systematic investment management firm specializing in fixed income and liquid alternative investments across multiple asset classes.” Source: RevenueBase Database · checked Sep 19, 2026
14	Evovest	Strong evidence	Montréal, QC, CanadaHQ checked Sep 19, 2026	1-10	13 contacts →
	Strong evidence “Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Source: RevenueBase Database · checked Sep 19, 2026
15	Modernadvisor	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 19, 2026
16	Buyproperly	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “BuyProperly is an award-winning, AI-powered online marketplace for fractional investments in private assets such as real estate.” Source: RevenueBase Database · checked Sep 19, 2026
17	Castle Ridge Asset Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Source: RevenueBase Database · checked Sep 19, 2026
18	Riskfuel	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	10 contacts →
	Strong evidence “Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Source: RevenueBase Database · checked Sep 19, 2026
19	Intrepid Growth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “AI is the most important innovation of our lifetimes.” Source: RevenueBase Database · checked Sep 19, 2026
20	Quantgate Systems, INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Source: RevenueBase Database · checked Sep 19, 2026
21	vingt.io	Strong evidence	Montréal, QC, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Vingt.io is an AI-powered DeFi platform for on-chain asset management.” Source: RevenueBase Database · checked Sep 19, 2026
22	Justwealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Source: RevenueBase Database · checked Sep 19, 2026
23	ALTQ	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Liquidity is the engine needed to growing private markets.” Source: RevenueBase Database · checked Sep 19, 2026
24	Finliti	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Source: RevenueBase Database · checked Sep 19, 2026
25	Ubineer	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “Ubineer is a leading AI-driven market intelligence platform for professional investors and research teams.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: ai-driven portfolio management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names ai-driven portfolio management companies.
Partial evidence: Its own public description names part of ai-driven portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name ai-driven portfolio management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 161 ai-driven portfolio management companies based in Canada

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Ai-driven portfolio management companies based in Canada at a glance

As of Sep 19, 2026

49.7%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

42.9%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

201-500

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 161 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among ai-driven portfolio management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “ai-driven portfolio management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names ai-driven portfolio management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among ai-driven portfolio management companies, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 680 across the full list. 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 September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Ai-driven portfolio management companies by metro

Ai-driven portfolio management companies in Toronto69

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names ai-driven portfolio management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many ai-driven portfolio management companies are there based in Canada?

RevenueBase identified 161 ai-driven portfolio management companies headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Croesus, headquartered in Laval, tops this list with the largest team on record.

Which city has the most ai-driven portfolio management companies?

Toronto leads with 69 headquartered companies, followed by Vancouver (20) and Montreal (19).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 680 verified decision-maker contacts tracked across these 161 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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 Smart Search, 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.