Company lists · Data refreshed September 2026

Top 25 Brokerage accounting software companies based in Canada

RevenueBase identified 47 brokerage accounting software companies headquartered in Canada as of September 2026 and tracks 633 professional contacts across them, including 222 with verified work emails. Montreal is the largest hub.

This list covers brokerage accounting 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
47Companies
633Contacts tracked
222Verified emails
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The 25 largest brokerage accounting software companies based in Canada

Ranked by team size
Top 25 of 47 brokerage accounting 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 brokerage accounting 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
1Indirect evidenceToronto, ON, CanadaHQ checked Sep 27, 202651-20072 contacts →

Indirect evidence

“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect 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
3Partial evidenceMarkham, ON, CanadaHQ checked Sep 27, 202651-20045 contacts →

Partial evidence

“The Nationwide Group (TNG) is a pioneer in designing and developing outsourced financial services software, exclusively focused on creating comprehensive and customizable…”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial 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
5Indirect 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
6Partial evidenceVancouver, BC, CanadaHQ checked Sep 27, 202611-5030 contacts →

Partial evidence

“We specialize in software solutions and creative marketing for your business.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5028 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceNorth York, ON, CanadaHQ checked Sep 27, 202611-5025 contacts →

Partial evidence

“GlobalTrade Corporation (GTC) is a software design, development and implementation company.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceKirkland, QC, CanadaHQ checked Sep 27, 202651-20024 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceMontreal, QC, CanadaHQ checked Sep 27, 202611-5019 contacts →

Indirect evidence

“Inovestor Inc.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceMississauga, ON, CanadaHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“About Third Eye Solutions: Third Eye Solutions is a technology company based in Mississauga, Ontario which provides specialized software to the financial industry for managing…”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceVancouver, CanadaHQ checked Sep 27, 202611-5016 contacts →

Partial evidence

“Gearlay stands as a leading innovator in specialized financial software development.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceMarkham, ON, CanadaHQ checked Sep 27, 202651-20014 contacts →

Indirect 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
14Partial evidenceMontreal, QC, CanadaHQ checked Sep 27, 20261-1012 contacts →

Partial evidence

“Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceVancouver, BC, CanadaHQ checked Sep 27, 20261-1012 contacts →

Indirect evidence

“Dolphin Enterprises Ltd was established in 1976 by Dan Dolphin, Founder and former CEO.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceMontréal, QC, CanadaHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“Robust Technologies is a company dedicated to the investment management industry since 2006.”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceNorth York, ON, CanadaHQ checked Sep 27, 202611-506 contacts →

Partial evidence

“AnalytixInsight is a data analytics and enterprise software solutions provider to world-leading institutions across various industries.”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceOttawa, ON, CanadaHQ checked Sep 27, 202611-506 contacts →

Partial evidence

“VieFUND is a software development and consulting firm, specializing in servicing mutual fund dealers in Canada.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceToronto, ON, CanadaHQ checked Sep 27, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceVancouver, BC, CanadaHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“We have over thirty years of experience providing niche applications to financial institutions throughout North America that enhance the functionality and efficiency of their…”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceBurlington, ON, CanadaHQ checked Sep 27, 202611-504 contacts →

Partial evidence

“Turnford was a software development and consulting company, specialising in solutions for the Financial Services industry.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceOakville, ON, CanadaHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Hebbian is a high-end ISV and consulting company serving the financial sector in the greater Toronto area, Canada.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceGatineau, QC, CanadaHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceBarrie, ON, CanadaHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“We are your full-service, software development and consulting firm when it comes to automating systems related to trading in capital markets.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceToronto, CanadaHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 47 brokerage accounting software companies based in Canada

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Brokerage accounting software companies based in Canada at a glance

As of Sep 27, 2026
35.1%Verified-email coverage
13.5Average contacts per company
11-50Median size (employees)
21.3%Largest-city concentration · Montreal
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
16
51-200
10

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 47 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 brokerage accounting 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 “brokerage accounting 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 brokerage accounting 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 brokerage accounting 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, 222 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 brokerage accounting 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 brokerage accounting software companies are there based in Canada?

RevenueBase identified 47 brokerage accounting 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?

Infinite Investment Systems, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most brokerage accounting software companies?

Montreal leads with 10 headquartered companies, followed by Toronto (5) and Vancouver (5).

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 222 verified decision-maker contacts tracked across these 47 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.