Company lists · Data refreshed September 2026

Top 25 Algorithmic wealth management companies based in Toronto, Canada

Name: Algorithmic wealth 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 17, 2026 65 companies tracked

RevenueBase identified 65 company matches for algorithmic wealth management companies associated with Toronto, Canada as of September 2026 and tracks 10,800 professional contacts across them, including 248 with verified work emails and 937 with mobile numbers. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for algorithmic wealth management companies associated with Toronto, 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 September 17, 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 Sep 17, 2026 How this list was built

65Companies

10,800Contacts tracked

248Verified emails

937Mobile numbers

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The 25 largest algorithmic wealth management companies based in Toronto, Canada

Ranked by team size

Top 25 of 65 company matches for algorithmic wealth management companies based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	91 contacts →
	Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Onevest	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	51-200	87 contacts →
	Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	boosted.ai	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
4	Bridgehouse Asset Managers	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	38 contacts →
	Exact match “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Ticoon Technology	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	24 contacts →
	Exact match “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Portfoliohiway	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	20 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 · Sep 17, 2026 · View company records in RevenueBase
7	Advisorstream	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Planworth	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Castle Ridge Asset Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
10	Super Advisor	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Super Advisor helps investment advisors automate processes so they can spend more time doing what they do best” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Justwealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Provisus Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Acker Finley INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	EMJ Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Proprietary AI/ML-driven algorithm driving our Long/Short Tech Equity Strategy.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Mygoals INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Democratizing personal finance with goals based planning and optimization.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Four Point Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “You know where you want to go-we show you how to get there.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Investipal	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Investipal brings the work of running a wealth firm into one place.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Inukshuk Capital Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Propelor	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Smart Money Invest	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Tactfully managing investment portfolios for Institutional and individual clients, Smart Money Capital Management Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Allan Small Financial Group With IA Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Allan Small is a Senior Investment Advisor with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Apluswealth INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Financial industry has refused to change for a long time now.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Moneystrat Securities INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	PDQ Wealth Management	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “PDQ is the first wealth management company to take a formula-based approach to helping households get the most out of their investments.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Outcome Metric Asset Management LP	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are technology driven.” Recorded in the RevenueBase company graph · Sep 17, 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 “algorithmic wealth management 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 65 algorithmic wealth management companies based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 248 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Algorithmic wealth management companies based in Toronto, Canada at a glance

As of Sep 17, 2026

2.3%Verified-email coverage

8.7%Mobile-number coverage

166.2Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

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

Email last verified

Median 19.0d

1950–30

5031–60

061–90

090–180

3180+

Company record updated

Median 66.0d

00–30

4,76031–60

4,23661–90

1,40290–180

402180+

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 Toronto, Canada whose business descriptions match “algorithmic wealth management 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 248 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 September 17, 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.

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 “algorithmic wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many algorithmic wealth management companies are there based in Toronto, Canada?

RevenueBase identified 65 company matches for algorithmic wealth management companies associated with Toronto, Canada as of September 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?

D1g1t tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most algorithmic wealth management companies?

Toronto leads Canada with 66 company records, followed by Montreal (23) and Vancouver (15).

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 248 professional contacts with verified work emails tracked across these 65 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 September 17, 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 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.