Company lists · Data refreshed September 2026

Top 25 Asset allocation platforms based in Canada

Name: Asset allocation 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 48 companies tracked

RevenueBase identified 48 asset allocation platforms headquartered in Canada as of September 2026 and tracks 1,200 professional contacts across them, including 627 with verified work emails. Toronto is the largest hub.

This list covers asset allocation 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

48Companies

1,200Contacts tracked

627Verified emails

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The 25 largest asset allocation platforms based in Canada

Ranked by team size

Top 25 of 48 asset allocation 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 asset allocation 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	Innocap	Partial evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	501-1,000	469 contacts →
	Partial evidence “Innocap is the leading Dedicated Managed Account Platform globally.” Source: RevenueBase Database · checked Sep 27, 2026
2	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
3	D1g1t	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	91 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
4	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	51-200	38 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
5	Toogood Financial Systems INC	Indirect evidence	Markham, ON, CanadaHQ checked Sep 27, 2026	51-200	33 contacts →
	Indirect evidence “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: RevenueBase Database · checked Sep 27, 2026
6	Ticoon Technology	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	24 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
7	Portfoliohiway	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	20 contacts →
	Indirect 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
8	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 27, 2026
9	Monarch Wealth Systems INC	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 27, 2026	11-50	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
10	Tactex Asset Management	Partial evidence	Montréal, CanadaHQ checked Sep 27, 2026	11-50	13 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
11	Planworth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	13 contacts →
	Partial 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
12	Modernadvisor	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	11-50	12 contacts →
	Indirect evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 27, 2026
13	siacharts.com	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: RevenueBase Database · checked Sep 27, 2026
14	Wealthforce	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	1-10	11 contacts →
	Indirect evidence “Wealthforce provides a range of mutual fund products, technology, tools and services for investment fund advisors to serve the investment needs of individuals.” Source: RevenueBase Database · checked Sep 27, 2026
15	Provisus Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	6 contacts →
	Indirect evidence “Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” Source: RevenueBase Database · checked Sep 27, 2026
16	Scivest Capital Management INC	Indirect evidence	London, ON, CanadaHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence “SciVest is a fast-growing investment manager and financial technology company based in London, Ontario.” Source: RevenueBase Database · checked Sep 27, 2026
17	Atlantisfinancialinc	Indirect evidence	Barrie, ON, CanadaHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
18	Altema Asset Management INC	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 27, 2026	1-10	3 contacts →
	Strong evidence “Altema is an emerging asset manager focused on managing alternative investment strategies and making sophisticated asset allocation strategies accessible to individual investors…” Source: RevenueBase Database · checked Sep 27, 2026
19	Propelor	Indirect evidence	Toronto, CanadaHQ checked Sep 27, 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 27, 2026
20	Huxton Black	Indirect evidence	Hamilton, ON, CanadaHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “Huxton Black is bridging the gap between revolutionary FinTech that offers low cost, low service, simple portfolio management solutions known as ‘Robo Advisors’ and the full…” Source: RevenueBase Database · checked Sep 27, 2026
21	Anchor Pacific Investments Aligned Capital Partners	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “Anchor Pacific provides sophisticated full-access investment platforms and customized solutions, risk management advisory services, and proprietary risk software to high net worth…” Source: RevenueBase Database · checked Sep 27, 2026
22	Willoughby Asset Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	11-50	2 contacts →
	Strong evidence “Willoughby Asset Management Pools provide a complete asset allocation solution for qualifying investors.” Source: RevenueBase Database · checked Sep 27, 2026
23	Eddy Wealth	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “Data-Driven Wealth Management.” Source: RevenueBase Database · checked Sep 27, 2026
24	Arbour Wealth	Indirect evidence	Hammonds Plains, NS, CanadaHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “At Arbour Wealth Inc, our unique investment portfolios and risk strategies can help deliver superior financial results, but we believe that discipline and persistence are the two…” Source: RevenueBase Database · checked Sep 27, 2026
25	Frame Global Asset Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	1-10	2 contacts →
	Strong evidence “Frame Global Asset Management provides model portfolios using a global tactical asset allocation strategy.” 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: asset allocation 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 asset allocation platforms.
Partial evidence: Its own public description names part of asset allocation platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset allocation 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 48 asset allocation platforms based in Canada

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Asset allocation platforms based in Canada at a glance

As of Sep 27, 2026

52.2%Verified-email coverage

25.0Average contacts per company

11-50Median size (employees)

37.5%Largest-city concentration · Toronto

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 48 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 asset allocation 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 “asset allocation 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 asset allocation 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 asset allocation 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, 627 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 asset allocation 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 asset allocation platforms are there based in Canada?

RevenueBase identified 48 asset allocation 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?

Innocap, headquartered in Montreal, tops this list with the largest team on record.

Which city has the most asset allocation platforms?

Toronto leads with 18 headquartered companies, followed by Montreal (6) and Calgary (3).

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 627 verified decision-maker contacts tracked across these 48 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.