Company lists · Data refreshed September 2026

Top 25 Automated financial planning platforms based in Canada

Name: Automated financial planning 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 105 companies tracked

RevenueBase identified 105 automated financial planning platforms headquartered in Canada as of September 2026 and tracks 1,371 professional contacts across them, including 680 with verified work emails. Toronto is the largest hub.

This list covers automated financial planning 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

105Companies

1,371Contacts tracked

680Verified emails

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The 25 largest automated financial planning platforms based in Canada

Ranked by team size

Top 25 of 105 automated financial planning 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 automated financial planning 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	Croesus	Indirect evidence	Laval, QC, CanadaHQ checked Sep 27, 2026	201-500	238 contacts →
	Indirect 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
2	Conquest Planning	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 27, 2026	51-200	180 contacts →
	Strong 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	Onevest	Partial evidence	Toronto, CanadaHQ checked Sep 27, 2026	51-200	87 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
5	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
6	Finlogik Offshore Solutions	Partial evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	11-50	46 contacts →
	Partial evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 27, 2026
7	Toogood Financial Systems INC	Partial evidence	Markham, ON, CanadaHQ checked Sep 27, 2026	51-200	33 contacts →
	Partial evidence “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: RevenueBase Database · checked Sep 27, 2026
8	Finlogik INC	Partial evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	11-50	33 contacts →
	Partial evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 27, 2026
9	Ndex Systems	Partial evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	11-50	28 contacts →
	Partial evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 27, 2026
10	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	24 contacts →
	Strong 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
11	Advisor Websites	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	11-50	23 contacts →
	Partial evidence “Amaze and delight visitors online with strategically personalized websites and digital marketing solutions for financial advisors, built with your target audience in mind to help…” Source: RevenueBase Database · checked Sep 27, 2026
12	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
13	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
14	Kaira Technologies	Partial evidence	Montréal, QC, CanadaHQ checked Sep 27, 2026	11-50	18 contacts →
	Partial evidence “At Kaira Technologies, we believe that financial well-being is a cornerstone of overall employee health and organizational performance.” Source: RevenueBase Database · checked Sep 27, 2026
15	sofistic.ai	Partial evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	11-50	16 contacts →
	Partial 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
16	Lifeplan Investments	Indirect evidence	Markham, ON, CanadaHQ checked Sep 27, 2026	51-200	16 contacts →
	Indirect evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 27, 2026
17	Wealthyplanet	Partial evidence	Burlington, ON, CanadaHQ checked Sep 27, 2026	11-50	15 contacts →
	Partial evidence “WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Source: RevenueBase Database · checked Sep 27, 2026
18	Advisorflow	Partial evidence	Vancouver Bc, BC, CanadaHQ checked Sep 27, 2026	1-10	14 contacts →
	Partial evidence “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Source: RevenueBase Database · checked Sep 27, 2026
19	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
20	Advisorstream	Strong evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	13 contacts →
	Strong evidence “AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Source: RevenueBase Database · checked Sep 27, 2026
21	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
22	Modernadvisor	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	11-50	12 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
23	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
24	Policybook	Partial evidence	Montreal, QC, CanadaHQ checked Sep 27, 2026	11-50	10 contacts →
	Partial evidence “The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.” Source: RevenueBase Database · checked Sep 27, 2026
25	Justwealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 27, 2026	11-50	8 contacts →
	Indirect evidence “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” 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: automated financial planning 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 automated financial planning platforms.
Partial evidence: Its own public description names part of automated financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated financial planning 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 105 automated financial planning platforms based in Canada

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Automated financial planning platforms based in Canada at a glance

As of Sep 27, 2026

49.6%Verified-email coverage

13.1Average contacts per company

1-10Median size (employees)

36.2%Largest-city concentration · Toronto

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 105 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 automated financial planning 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 “automated financial planning 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 automated financial planning 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 automated financial planning 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, 680 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.

Automated financial planning platforms by metro

Automated financial planning platforms in Toronto38

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 automated financial planning 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 automated financial planning platforms are there based in Canada?

RevenueBase identified 105 automated financial planning 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?

Croesus, headquartered in Laval, tops this list with the largest team on record.

Which city has the most automated financial planning platforms?

Toronto leads with 38 headquartered companies, followed by Montreal (15) and Vancouver (8).

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 680 verified decision-maker contacts tracked across these 105 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.