Company lists · Data refreshed October 2026

Top 25 AI portfolio analysis software companies based in Canada

Name: AI portfolio analysis software companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 137 companies tracked

RevenueBase identified 137 company matches for AI portfolio analysis software companies associated with Canada as of October 2026 and tracks 1,007 professional contacts across them, including 421 with verified work emails. Toronto is the largest hub.

This list covers company matches for AI portfolio analysis software companies 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 20, 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 20, 2026 How this list was built

137Companies

1,007Contacts tracked

421Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest AI portfolio analysis software companies based in Canada

Ranked by team size

Top 25 of 137 company matches for AI portfolio analysis software companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 20, 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	Conquest Planning	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 20, 2026	51-200	201 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	Onevest	Exact match	Toronto, CanadaHQ recorded Oct 20, 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 20, 2026 · View company records in RevenueBase
3	boosted.ai	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 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 20, 2026 · View company records in RevenueBase
4	Mantle	Exact match	Toronto, CanadaHQ recorded Oct 20, 2026	11-50	37 contacts →
	Exact match “Mantle is building the next generation of tools to transform how private assets are managed.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	Ndex Systems	Exact match	Montreal, QC, CanadaHQ recorded Oct 20, 2026	11-50	32 contacts →
	Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	Bristol Gate Capital Partners INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	11-50	29 contacts →
	Exact match “We are organized differently than most investment management companies.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	SIBLI	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	11-50	25 contacts →
	Exact match “Institutional investors leverage our technology to secure an information advantage, uncover blind spots, and improve performance.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	Manifest Climate	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	11-50	21 contacts →
	Exact match “The challenge isn't getting answers from AI.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9	Portfoliohiway	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	11-50	21 contacts →
	Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	Inovestor	Exact match	Montreal, QC, CanadaHQ recorded Oct 20, 2026	11-50	21 contacts →
	Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11	sofistic.ai	Exact match	Montreal, QC, CanadaHQ recorded Oct 20, 2026	11-50	16 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	Laplace Insights	Exact match	Sherbrooke, QC, CanadaHQ recorded Oct 20, 2026	11-50	15 contacts →
	Exact match “In a world drowning in market data, knowing what matters makes all the difference.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	Evovest	Exact match	Montréal, QC, CanadaHQ recorded Oct 20, 2026	1-10	15 contacts →
	Exact match “Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	Quantolio	Exact match	Montreal, QC, CanadaHQ recorded Oct 20, 2026	11-50	14 contacts →
	Exact match “Quantolio builds AI for mission‑critical decisions across intelligence and finance.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	Nymbus Capital	Exact match	Montreal, QC, CanadaHQ recorded Oct 20, 2026	11-50	13 contacts →
	Exact match “Nymbus Capital is a quantitative and systematic investment management firm specializing in fixed income and liquid alternative investments across multiple asset classes.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	siacharts.com	Exact match	Calgary, AB, CanadaHQ recorded Oct 20, 2026	11-50	11 contacts →
	Exact match “SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Castle Ridge Asset Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	1-10	10 contacts →
	Exact match “Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	Riskfuel	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	ALTQ	Exact match	Montreal, QC, CanadaHQ recorded Oct 20, 2026	1-10	8 contacts →
	Exact match “Liquidity is the engine needed to growing private markets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	Ubineer	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	1-10	8 contacts →
	Exact match “Ubineer is a leading AI-driven market intelligence platform for professional investors and research teams.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21	Mageska Capital INC	Exact match	Laval, QC, CanadaHQ recorded Oct 20, 2026	1-10	7 contacts →
	Exact match “Mageska Capital develops innovative investment strategies combining AI and expertise for a sustainable financial future.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22	migrations.ml	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	1-10	5 contacts →
	Exact match “The Migrations.ml solution streamlines the human workflow and optimizes decision making in the bond credit analysis and evaluation process in global capital markets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23	Robust Technologies INC	Exact match	Montréal, QC, CanadaHQ recorded Oct 20, 2026	1-10	5 contacts →
	Exact match “Robust Technologies is a company dedicated to the investment management industry since 2006.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24	Investipal	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	1-10	5 contacts →
	Exact match “Investipal brings the work of running a wealth firm into one place.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25	Quantgate Systems, INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	11-50	5 contacts →
	Exact match “We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Recorded in the RevenueBase company graph · Oct 20, 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 “AI portfolio analysis software companies”. 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 137 AI portfolio analysis software companies based in Canada

See the full list, filter by size, metro and specialty, and access 421 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

AI portfolio analysis software companies based in Canada at a glance

As of Oct 20, 2026

41.8%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

45.3%Largest-city concentration · Toronto

Oct 20, 2026Page data refreshed

Companies by employee count

1-10

101

11-50

51-200

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 137 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 “AI portfolio analysis software companies” 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 421 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 20, 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.

AI portfolio analysis software companies by metro

AI portfolio analysis software companies in Toronto62

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 “AI portfolio analysis software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many AI portfolio analysis software companies are there based in Canada?

RevenueBase identified 137 company matches for AI portfolio analysis software companies 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?

Conquest Planning tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most AI portfolio analysis software companies?

Toronto leads with 62 company records, followed by Montreal (21) and Vancouver (12).

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 421 professional contacts with verified work emails tracked across these 137 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 137 AI portfolio analysis software companies based in Canada. Start with a free account, no credit card.

Download this list →

Related lists

AI portfolio analysis software companies by geography

Browse the directory

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.