Company lists · Data refreshed September 2026

Top 25 Automated investment management companies based in Canada

Name: Automated investment management companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 71 companies tracked

RevenueBase identified 71 automated investment management companies headquartered in Canada as of September 2026 and tracks 1,238 professional contacts across them, including 479 with verified work emails. Toronto is the largest hub.

This list covers automated investment management 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 19, 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 19, 2026 86% judged on-target in blind review

71Companies

1,238Contacts tracked

479Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest automated investment management companies based in Canada

Ranked by team size

Top 25 of 71 automated investment management companies based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to automated investment management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Croesus	Partial evidence	Laval, QC, CanadaHQ checked Sep 19, 2026	201-500	238 contacts →
	Partial 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 19, 2026
2	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 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 19, 2026
3	Onevest	Partial evidence	Toronto, CanadaHQ checked Sep 19, 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 19, 2026
4	Finlogik INC	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 19, 2026
5	Cypress Capital Management LTD	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	20 contacts →
	Strong evidence “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Source: RevenueBase Database · checked Sep 19, 2026
6	Portfoliohiway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	20 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 19, 2026
7	Monarch Wealth Systems INC	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
8	Nymbus Capital	Strong evidence	Montreal, QC, CanadaHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong 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 19, 2026
9	Tactex Asset Management	Indirect evidence	Montréal, CanadaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Source: RevenueBase Database · checked Sep 19, 2026
10	Evovest	Strong evidence	Montréal, QC, CanadaHQ checked Sep 19, 2026	1-10	13 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 19, 2026
11	Modernadvisor	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 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 19, 2026
12	Justwealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Source: RevenueBase Database · checked Sep 19, 2026
13	Investipal	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Investipal brings the work of running a wealth firm into one place.” Source: RevenueBase Database · checked Sep 19, 2026
14	Scivest Capital Management INC	Partial evidence	London, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “SciVest is a fast-growing investment manager and financial technology company based in London, Ontario.” Source: RevenueBase Database · checked Sep 19, 2026
15	Atlantisfinancialinc	Indirect evidence	Barrie, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
16	Inukshuk Capital Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
17	Propelor	Indirect evidence	Toronto, CanadaHQ checked Sep 19, 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 19, 2026
18	Freethink Capital INC	Strong evidence	Edmonton, AB, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “FreeThink Capital is a quantitative investment management firm based in Alberta, Canada.” Source: RevenueBase Database · checked Sep 19, 2026
19	Huxton Black	Partial evidence	Hamilton, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial 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 19, 2026
20	Smart Money Invest	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Tactfully managing investment portfolios for Institutional and individual clients, Smart Money Capital Management Inc.” Source: RevenueBase Database · checked Sep 19, 2026
21	Arbour Wealth	Partial evidence	Hammonds Plains, NS, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial 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 19, 2026
22	Eddy Wealth	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Data-Driven Wealth Management.” Source: RevenueBase Database · checked Sep 19, 2026
23	Outcome Metric Asset Management LP	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “We are technology driven.” Source: RevenueBase Database · checked Sep 19, 2026
24	Agora Wealth Corp	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Online Wealth Office - Agora Dealer Services Corp.” Source: RevenueBase Database · checked Sep 19, 2026
25	Taylor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Apunta más alto en tus inversiones y accede a retornos sobre el promedio del mercado usando Inteligencia Artificial.” Source: RevenueBase Database · checked Sep 19, 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 investment management companies. 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 investment management companies.
Partial evidence: Its own public description names part of automated investment management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated investment management companies. 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 71 automated investment management companies based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 479 reachable decision-makers.

Free signup · no credit card

View the full list →

Automated investment management companies based in Canada at a glance

As of Sep 19, 2026

38.7%Verified-email coverage

17.4Average contacts per company

1-10Median size (employees)

39.4%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 71 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 investment management 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 “automated investment management 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 automated investment management 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 automated investment management 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, 479 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 19, 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 investment management companies by metro

Automated investment management companies in Toronto28

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 investment management 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 automated investment management companies are there based in Canada?

RevenueBase identified 71 automated investment management 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 automated investment management companies?

Toronto leads with 28 headquartered companies, followed by Montreal (9) and Vancouver (7).

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 479 verified decision-maker contacts tracked across these 71 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 71 automated investment management companies based in Canada. Start with a free account, no credit card.

Download this list →

Related lists

Automated investment management companies by geography

Browse the directory

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.