Company lists · Data refreshed September 2026

Top 25 Algorithmic portfolio management software companies based in Canada

RevenueBase identified 154 algorithmic portfolio management software companies headquartered in Canada as of September 2026 and tracks 1,737 professional contacts across them, including 722 with verified work emails. Toronto is the largest hub.

This list covers algorithmic portfolio management software 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 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
154Companies
1,737Contacts tracked
722Verified emails
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The 25 largest algorithmic portfolio management software companies based in Canada

Ranked by team size
Top 25 of 154 algorithmic portfolio management software companies 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 algorithmic portfolio management software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceLaval, QC, CanadaHQ checked Sep 27, 2026201-500238 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
2Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 27, 202651-200180 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 27, 2026
3Partial evidenceToronto, ON, CanadaHQ checked Sep 27, 202651-20091 contacts →

Partial 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
4Partial evidenceToronto, CanadaHQ checked Sep 27, 202651-20087 contacts →

Partial evidence

“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5046 contacts →

Indirect evidence

“At Finlogik, we develop a passion for financial innovation.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceMarkham, ON, CanadaHQ checked Sep 27, 202651-20033 contacts →

Partial evidence

“Toogood Financial Systems is Canada’s industry-leading investment software firm.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5033 contacts →

Indirect evidence

“At Finlogik, we develop a passion for financial innovation.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 27, 202611-5029 contacts →

Partial evidence

“We are organized differently than most investment management companies.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5028 contacts →

Partial evidence

“NDEX Systems specializes in financial data and wealth management.”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceKirkland, QC, CanadaHQ checked Sep 27, 202651-20024 contacts →

Strong evidence

“OPES Software is a global provider of investment management solutions for the financial services industry.”

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidenceToronto, ON, CanadaHQ checked Sep 27, 202611-5020 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 27, 2026
12Indirect evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5019 contacts →

Indirect evidence

“Inovestor Inc.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceMississauga, ON, CanadaHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceToronto, ON, CanadaHQ checked Sep 27, 202651-20017 contacts →

Strong evidence

“Picton Mahoney Asset Management is an investment management firm specializing in alternative investments and portfolio construction.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceSherbrooke, QC, CanadaHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

“In a world drowning in market data, knowing what matters makes all the difference.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5016 contacts →

Indirect 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 27, 2026
17Partial evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5014 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 27, 2026
18Strong evidenceMarkham, ON, CanadaHQ checked Sep 27, 202651-20014 contacts →

Strong evidence

“Born as a portfolio management system for Canadian money managers, our industry leading portfolio engine has allowed us to deploy our solutions up and downstream the investment…”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceMontréal, CanadaHQ checked Sep 27, 202611-5013 contacts →

Partial evidence

“Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceMontréal, QC, CanadaHQ checked Sep 27, 20261-1013 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 27, 2026
21Indirect evidenceToronto, ON, CanadaHQ checked Sep 27, 202611-5013 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 27, 2026
22Partial evidenceVancouver, BC, CanadaHQ checked Sep 27, 202611-5012 contacts →

Partial evidence

“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.”

Source: RevenueBase Database · checked Sep 27, 2026
23Strong evidenceCalgary, AB, CanadaHQ checked Sep 27, 202611-5011 contacts →

Strong evidence

“SIACharts is a premier investment research solution for advisors and portfolio management software.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceToronto, ON, CanadaHQ checked Sep 27, 20261-1010 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 27, 2026
25Strong evidenceToronto, ON, CanadaHQ checked Sep 27, 202611-5010 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 27, 2026

Showing 25 of 154 algorithmic portfolio management software companies based in Canada

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Algorithmic portfolio management software companies based in Canada at a glance

As of Sep 27, 2026
41.6%Verified-email coverage
11.3Average contacts per company
1-10Median size (employees)
37.7%Largest-city concentration · Toronto
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
101
11-50
42
51-200
9
201-500
2

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 154 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 algorithmic portfolio management software 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 “algorithmic portfolio management software 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 algorithmic portfolio management software 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 algorithmic portfolio management software 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, 722 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.

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 algorithmic portfolio management software 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 algorithmic portfolio management software companies are there based in Canada?

RevenueBase identified 154 algorithmic portfolio management software 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 algorithmic portfolio management software companies?

Toronto leads with 58 headquartered companies, followed by Montreal (20) and Vancouver (16).

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 722 verified decision-maker contacts tracked across these 154 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.