Company lists · Data refreshed September 2026

Top 25 AI wealth management platforms based in Canada

Name: AI wealth management platforms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 391 companies tracked

RevenueBase identified 391 AI wealth management platforms headquartered in Canada as of September 2026 and tracks 14,155 professional contacts across them, including 4,435 with verified work emails. Toronto is the largest hub.

This list covers AI wealth management platforms 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 27, 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 27, 2026 86% judged on-target in blind review

391Companies

14,155Contacts tracked

4,435Verified emails

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The 25 largest AI wealth management platforms based in Canada

Ranked by team size

Top 25 of 391 AI wealth management platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI wealth management platforms: 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	BMO Nesbitt Burns	Indirect evidence	Toronto, CanadaHQ checked Sep 27, 2026	1,001-5,000	2,400 contacts →
	Indirect evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 27, 2026
2	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
3	IA Private Wealth	Strong evidence	Montréal, QC, CanadaHQ checked Sep 27, 2026	201-500	1,050 contacts →
	Strong evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 27, 2026
4	Investment Planning Counsel	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 27, 2026	501-1,000	807 contacts →
	Partial evidence “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Source: RevenueBase Database · checked Sep 27, 2026
5	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 27, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
6	Canaccord Genuity Wealth Management Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	1,001-5,000	407 contacts →
	Strong evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 27, 2026
7	Harbourfront Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	201-500	265 contacts →
	Strong evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 27, 2026
8	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 27, 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 27, 2026
9	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 27, 2026	51-200	180 contacts →
	Indirect 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 27, 2026
10	Univeris	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	140 contacts →
	Strong evidence “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: RevenueBase Database · checked Sep 27, 2026
11	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 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 27, 2026
12	Purpose Unlimited	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	201-500	99 contacts →
	Indirect evidence “Purpose Unlimited is an independent company that’s creating the future of financial services.” Source: RevenueBase Database · checked Sep 27, 2026
13	Newport Private Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	96 contacts →
	Strong evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 27, 2026
14	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 27, 2026
15	Onevest	Strong evidence	Toronto, CanadaHQ checked Sep 27, 2026	51-200	87 contacts →
	Strong evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 27, 2026
16	boosted.ai	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 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 27, 2026
17	Infinite Investment Systems	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	72 contacts →
	Strong evidence “Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Source: RevenueBase Database · checked Sep 27, 2026
18	Nexj Systems	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	69 contacts →
	Partial evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 27, 2026
19	Mako Financial Technologies	Partial evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	51-200	51 contacts →
	Partial evidence “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Source: RevenueBase Database · checked Sep 27, 2026
20	Canfin Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	48 contacts →
	Strong evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 27, 2026
21	Fundex Investments INC	Indirect evidence	Vaughan, ON, CanadaHQ checked Sep 27, 2026	51-200	48 contacts →
	Indirect evidence “On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Source: RevenueBase Database · checked Sep 27, 2026
22	IA Private Wealth USA	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	n/a	47 contacts →
	Strong evidence “A wholly owned subsidiary of iA Financial Corporation Inc, iA Private Wealth USA offers comprehensive, holistic wealth management services for clients with a presence in both…” Source: RevenueBase Database · checked Sep 27, 2026
23	Finlogik Offshore Solutions	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	11-50	46 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 27, 2026
24	Four Eyes Financial	Indirect evidence	Saint John, NB, CanadaHQ checked Sep 27, 2026	51-200	46 contacts →
	Indirect evidence “Changing the way compliance is done Globally.” Source: RevenueBase Database · checked Sep 27, 2026
25	Raymond James USA LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	n/a	46 contacts →
	Indirect evidence “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: RevenueBase Database · checked Sep 27, 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 wealth management platforms. 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 wealth management platforms.
Partial evidence: Its own public description names part of AI wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name AI wealth management platforms. 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 391 AI wealth management platforms based in Canada

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AI wealth management platforms based in Canada at a glance

As of Sep 27, 2026

31.3%Verified-email coverage

36.2Average contacts per company

1-10Median size (employees)

29.2%Largest-city concentration · Toronto

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

256

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 391 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 wealth management platforms, 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 wealth management platforms”. 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 wealth management platforms), 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 wealth management platforms, 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, 4,435 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 27, 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 wealth management platforms by metro

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 wealth management platforms, 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 wealth management platforms are there based in Canada?

RevenueBase identified 391 AI wealth management platforms 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?

BMO Nesbitt Burns, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most AI wealth management platforms?

Toronto leads with 114 headquartered companies, followed by Vancouver (33) and Montreal (30).

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 4,435 verified decision-maker contacts tracked across these 391 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 27, 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.