Company lists · Data refreshed November 2026
Top 25 Client relationship management companies for advisors based in Canada
RevenueBase identified 124 company matches for client relationship management companies for advisors associated with Canada as of November 2026 and tracks 8,136 professional contacts across them, including 1,231 with verified work emails. Toronto is the largest hub.
This list covers company matches for client relationship management companies for advisors associated with 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 November 6, 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.
The 25 largest client relationship management companies for advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 984 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 153 contacts → | ||||
Exact match “Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 151 contacts → | ||||
Exact match “Design.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 93 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 75 contacts → | ||||
Exact match “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 44 contacts → | ||||
Exact match “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 41 contacts → | ||||
Exact match “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 26 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “Global leader in CRM software for capital markets & investment banking.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 16 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “At Steward Group, we believe finances are about more than dollars and cents.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Finally a simple to use CRM that organizes all your customer communications, helps you captures more leads, and Automates everything from sales, follow up, google reviews and much…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 10 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Gestalt is not a typical bank or financial firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “Become the advisor that the right clients trust – business owners, executives and affluent individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “Continuum Client Contact is a client management company specializing in providing virtual call services for financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “Hubly is a process management platform built for financial advisory firms that want to scale without losing control.” Recorded in the RevenueBase company graph · Nov 6, 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 “client relationship management companies for advisors”. 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 124 client relationship management companies for advisors based in Canada
See the full list, filter by size, metro and specialty, and access 1,231 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client relationship management companies for advisors based in Canada at a glance
As of Nov 6, 2026Companies by employee count
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 124 companies.
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 Canada whose business descriptions match “client relationship management companies for advisors” 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 1,231 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 November 6, 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.
Client relationship management companies for advisors by metro
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 “client relationship management companies for advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client relationship management companies for advisors are there based in Canada?
RevenueBase identified 124 company matches for client relationship management companies for advisors associated with Canada as of November 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?
Richardson Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client relationship management companies for advisors?
Toronto leads with 34 company records, followed by Vancouver (10) and Mississauga (7).
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 1,231 professional contacts with verified work emails tracked across these 124 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 124 client relationship management companies for advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Client relationship management companies for advisors by geography
- Client relationship management companies for advisors based in Sao Paulo, Brazil
- Client relationship management companies for advisors based in Toronto, Canada
- Client relationship management companies for advisors based in Paris, France
- Client relationship management companies for advisors based in London, United Kingdom
- Client relationship management companies for advisors based in Atlanta, United States
- Client relationship management companies for advisors based in Austin, United States
- Client relationship management companies for advisors based in Chicago, United States
- Client relationship management companies for advisors based in Dallas, United States
- Client relationship management companies for advisors based in Houston, United States
- Client relationship management companies for advisors based in Miami, United States
- Client relationship management companies for advisors based in New York, United States
- Client relationship management companies for advisors based in San Diego, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for advisors based in Sao Paulo, Brazil
- Client relationship management companies for advisors based in Toronto, Canada
- Client relationship management companies for advisors based in Paris, France
- Client relationship management companies for advisors based in London, United Kingdom
- Client relationship management companies for advisors based in Atlanta, United States
- Client relationship management companies for advisors based in Austin, United States
Company intelligence · public preview
Top 25 client relationship management companies for advisors based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 124 matching company records for client relationship management companies for advisors based in Canada, with 8,136 tracked contacts and 1,231 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client relationship management companies for advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Maximizermaximizer.comHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 153 contacts → |
“Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Designed Wealth Managementdesignedwealthmanagement.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 151 contacts → |
“Design.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  D1g1td1g1t.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nexj Systemsnexj.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 75 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Raymond James USA LTDrjlu.comHQ: Vancouver, BC, CanadaReported employees: Not recorded | Vancouver, BC, Canada | Not recorded | Exact match | 44 contacts → |
“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Wealthco. Group Of Companieswealthco.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 41 contacts → |
“The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ticoon Technologyticoon.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Advisor Websitesadvisorwebsites.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  RFL Wealth Managementrflwealth.caHQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 19 contacts → |
“At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Tier1 Financial Solutionstier1fin.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 17 contacts → |
“Global leader in CRM software for capital markets & investment banking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Planworthplanworth.coHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wellington-Altus Financial INCwellington-altus.caHQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 14 contacts → |
“Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Advisorflowadvisorflow.caHQ: Vancouver Bc, BC, CanadaReported employees: 1-10 | Vancouver Bc, BC, Canada | 1-10 | Exact match | 14 contacts → |
“At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Steward Group Advisorystewardgroup.caHQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 13 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Laylahlaylah.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 12 contacts → |
“More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bodyshop Boosterbodyshopbooster.comHQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 10 contacts → |
“Finally a simple to use CRM that organizes all your customer communications, helps you captures more leads, and Automates everything from sales, follow up, google reviews and much…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Advisorstreamadvisor.broadridge.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Agora Dealer Servicesagoracorp.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Standop Programstandop.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Gestalt Groupe Financiergestaltfinance.comHQ: Gatineau, QC, CanadaReported employees: 1-10 | Gatineau, QC, Canada | 1-10 | Exact match | 9 contacts → |
“Gestalt is not a typical bank or financial firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Blue Ripple Groupblueripplegroup.comHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Become the advisor that the right clients trust – business owners, executives and affluent individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Continuum Client Contact INCcontinuumcc.caHQ: Kelowna, BC, CanadaReported employees: 11-50 | Kelowna, BC, Canada | 11-50 | Exact match | 8 contacts → |
“Continuum Client Contact is a client management company specializing in providing virtual call services for financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hubly INCmyhubly.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 8 contacts → |
“Hubly is a process management platform built for financial advisory firms that want to scale without losing control.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 124 company matches
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Client relationship management companies for advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
121 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 124 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client relationship management companies for advisors by metro
Questions about this company list
What does Exact match mean for client relationship management companies for advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client relationship management companies for advisors did RevenueBase find based in Canada?
The saved snapshot records 124 matching company records, 8,136 tracked contacts and 1,231 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Client relationship management companies for advisors by geography
- Client relationship management companies for advisors based in Sao Paulo, Brazil
- Client relationship management companies for advisors based in Toronto, Canada
- Client relationship management companies for advisors based in Paris, France
- Client relationship management companies for advisors based in London, United Kingdom
- Client relationship management companies for advisors based in Atlanta, United States
- Client relationship management companies for advisors based in Austin, United States
- Client relationship management companies for advisors based in Chicago, United States
- Client relationship management companies for advisors based in Dallas, United States
- Client relationship management companies for advisors based in Houston, United States
- Client relationship management companies for advisors based in Miami, United States
- Client relationship management companies for advisors based in New York, United States
- Client relationship management companies for advisors based in San Diego, United States
Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for advisors based in Sao Paulo, Brazil
- Client relationship management companies for advisors based in Toronto, Canada
- Client relationship management companies for advisors based in Paris, France
- Client relationship management companies for advisors based in London, United Kingdom
- Client relationship management companies for advisors based in Atlanta, United States
- Client relationship management companies for advisors based in Austin, United States
Company intelligence · public preview
Top 25 client relationship management companies for advisors based in Canada
RevenueBase records 124 matching company records for client relationship management companies for advisors based in Canada, with 8,136 tracked contacts and 1,231 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client relationship management companies for advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Maximizermaximizer.com HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 153 contacts → |
“Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Designed Wealth Managementdesignedwealthmanagement.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 151 contacts → |
“Design.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | D1g1td1g1t.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nexj Systemsnexj.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 75 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Raymond James USA LTDrjlu.com HQ: Vancouver, BC, CanadaReported employees: Not recorded | Vancouver, BC, Canada | Not recorded | Exact match | 44 contacts → |
“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Wealthco. Group Of Companieswealthco.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 41 contacts → |
“The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ticoon Technologyticoon.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Advisor Websitesadvisorwebsites.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | RFL Wealth Managementrflwealth.ca HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 19 contacts → |
“At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tier1 Financial Solutionstier1fin.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 17 contacts → |
“Global leader in CRM software for capital markets & investment banking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Planworthplanworth.co HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wellington-Altus Financial INCwellington-altus.ca HQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 14 contacts → |
“Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advisorflowadvisorflow.ca HQ: Vancouver Bc, BC, CanadaReported employees: 1-10 | Vancouver Bc, BC, Canada | 1-10 | Exact match | 14 contacts → |
“At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Steward Group Advisorystewardgroup.ca HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 13 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Laylahlaylah.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 12 contacts → |
“More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bodyshop Boosterbodyshopbooster.com HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 10 contacts → |
“Finally a simple to use CRM that organizes all your customer communications, helps you captures more leads, and Automates everything from sales, follow up, google reviews and much…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Advisorstreamadvisor.broadridge.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Agora Dealer Servicesagoracorp.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Standop Programstandop.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Gestalt Groupe Financiergestaltfinance.com HQ: Gatineau, QC, CanadaReported employees: 1-10 | Gatineau, QC, Canada | 1-10 | Exact match | 9 contacts → |
“Gestalt is not a typical bank or financial firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Blue Ripple Groupblueripplegroup.com HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Become the advisor that the right clients trust – business owners, executives and affluent individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Continuum Client Contact INCcontinuumcc.ca HQ: Kelowna, BC, CanadaReported employees: 11-50 | Kelowna, BC, Canada | 11-50 | Exact match | 8 contacts → |
“Continuum Client Contact is a client management company specializing in providing virtual call services for financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hubly INCmyhubly.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 8 contacts → |
“Hubly is a process management platform built for financial advisory firms that want to scale without losing control.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 124 company matches
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Client relationship management companies for advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
121 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 124 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client relationship management companies for advisors by metro
Questions about this company list
What does Exact match mean for client relationship management companies for advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client relationship management companies for advisors did RevenueBase find based in Canada?
The saved snapshot records 124 matching company records, 8,136 tracked contacts and 1,231 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Client relationship management companies for advisors based in Sao Paulo, Brazil
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