Company lists · Data refreshed September 2026

Top 25 Ai-driven portfolio management companies based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 77 companies tracked

RevenueBase identified 77 ai-driven portfolio management companies headquartered in Toronto, Canada as of September 2026 and tracks 691 professional contacts across them, including 284 with verified work emails and 107 with mobile numbers. Across Canada, Toronto is the largest hub for this category.

This list covers ai-driven portfolio management companies headquartered in Toronto, 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 21, 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 21, 2026 86% judged on-target in blind review

77Companies

691Contacts tracked

284Verified emails

107Mobile numbers

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

Ranked by team size

Top 25 of 77 ai-driven portfolio management companies based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 21, 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	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
2	Onevest	Partial evidence	Toronto, CanadaHQ checked Sep 21, 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 21, 2026
3	boosted.ai	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
4	Mantle	Indirect evidence	Toronto, CanadaHQ checked Sep 21, 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 21, 2026
5	Bristol Gate Capital Partners INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	29 contacts →
	Partial evidence “We are organized differently than most investment management companies.” Source: RevenueBase Database · checked Sep 21, 2026
6	Portfoliohiway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
7	Picton Mahoney Asset Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
8	Armilla AI	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
9	Planworth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey.” Source: RevenueBase Database · checked Sep 21, 2026
10	Buyproperly	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
11	Castle Ridge Asset Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
12	Riskfuel	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
13	Intrepid Growth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1-10	9 contacts →
	Partial evidence “AI is the most important innovation of our lifetimes.” Source: RevenueBase Database · checked Sep 21, 2026
14	Quantgate Systems, INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
15	Justwealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
16	Finliti	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
17	Ubineer	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 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 21, 2026
18	EMJ Capital	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1-10	5 contacts →
	Strong evidence “Proprietary AI/ML-driven algorithm driving our Long/Short Tech Equity Strategy.” Source: RevenueBase Database · checked Sep 21, 2026
19	Investipal	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Investipal brings the work of running a wealth firm into one place.” Source: RevenueBase Database · checked Sep 21, 2026
20	Cmor Group Corporation	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	4 contacts →
	Indirect evidence “CMOR creates fully automated machine learning based trading software.” Source: RevenueBase Database · checked Sep 21, 2026
21	Propelor	Indirect evidence	Toronto, CanadaHQ checked Sep 21, 2026	11-50	3 contacts →
	Indirect evidence “Investing isn't easy, but with zero commission trading and the popularity of cryptocurrencies and brokerages like Robinhood, people are entering the public markets in record…” Source: RevenueBase Database · checked Sep 21, 2026
22	Backrr	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “Backrr is AI-native infrastructure for startup fundraise and investor relationships, built for Pre-Seed to Series A startups and their investors in India.” Source: RevenueBase Database · checked Sep 21, 2026
23	Smart Money Invest	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Tactfully managing investment portfolios for Institutional and individual clients, Smart Money Capital Management Inc.” Source: RevenueBase Database · checked Sep 21, 2026
24	Outcome Metric Asset Management LP	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “We are technology driven.” Source: RevenueBase Database · checked Sep 21, 2026
25	Faction Financial	Partial evidence	Toronto, CanadaHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “AI managed hedge fund allowing anyone to become a financial analyst” Source: RevenueBase Database · checked Sep 21, 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 77 ai-driven portfolio management companies based in Toronto, Canada

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

As of Sep 21, 2026

41.1%Verified-email coverage

15.5%Mobile-number coverage

9.0Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 23.0d

2190–30

6031–60

261–90

090–180

3180+

Company record updated

Median 59.0d

00–30

38331–60

19361–90

6690–180

49180+

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 Toronto, 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 Toronto 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, 284 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 21, 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.

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 Toronto, Canada?

RevenueBase identified 77 ai-driven portfolio management companies headquartered in Toronto, 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?

Q Wealth Partners, headquartered in Toronto, tops this list with the largest team on record.

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

Toronto leads Canada 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 284 verified decision-maker contacts tracked across these 77 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 21, 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.