Company lists · Data refreshed October 2026

Top 25 Crypto wealth management firms based in Canada

Name: Crypto wealth management firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 251 companies tracked

RevenueBase identified 251 company matches for crypto wealth management firms associated with Canada as of October 2026 and tracks 7,739 professional contacts across them, including 2,049 with verified work emails. Toronto is the largest hub.

This list covers company matches for crypto wealth management firms 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 October 11, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 11, 2026 How this list was built

251Companies

7,739Contacts tracked

2,049Verified emails

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The 25 largest crypto wealth management firms based in Canada

Ranked by team size

Top 25 of 251 company matches for crypto wealth management firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Oct 11, 2026	501-1,000	1,614 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	1,001-5,000	401 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Croesus	Exact match	Laval, QC, CanadaHQ recorded Oct 11, 2026	201-500	258 contacts →
	Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	51-200	100 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Owens Macfadyen Group	Exact match	Toronto, CanadaHQ recorded Oct 11, 2026	51-200	92 contacts →
	Exact match “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	51-200	87 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 · Oct 11, 2026 · View company records in RevenueBase
7	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Oct 11, 2026	51-200	53 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	3iq	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	51 contacts →
	Exact match “Founded in 2012, 3iQ is one of the world's leading alternative digital asset managers, pioneering institutional-grade investments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Thrive Wealth Management	Exact match	Saskatoon, SK, CanadaHQ recorded Oct 11, 2026	51-200	46 contacts →
	Exact match “Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Bellwether Investment Management	Exact match	Oakville, ON, CanadaHQ recorded Oct 11, 2026	51-200	44 contacts →
	Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Kerr Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	44 contacts →
	Exact match “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	The Wealthco. Group Of Companies	Exact match	Calgary, AB, CanadaHQ recorded Oct 11, 2026	11-50	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 · Oct 11, 2026 · View company records in RevenueBase
13	KJH Investors At Harbourfront Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	36 contacts →
	Exact match “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Guardian Capital Advisors	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	201-500	32 contacts →
	Exact match “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Westcourt Capital	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	32 contacts →
	Exact match “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	32 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Palos Wealth Management	Exact match	Montreal, QC, CanadaHQ recorded Oct 11, 2026	11-50	31 contacts →
	Exact match “Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Giverny Capital INC	Exact match	Montréal, QC, CanadaHQ recorded Oct 11, 2026	11-50	28 contacts →
	Exact match “Giverny Capital is a portfolio management firm offering private wealth management services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Ticoon Technology	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	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 · Oct 11, 2026 · View company records in RevenueBase
20	CI Private Wealth Canada	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	201-500	25 contacts →
	Exact match “CI Private Wealth is a wealth management firm rooted in strength.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Gestion DE Portefeuille Stratégique Medici	Exact match	Saint-bruno-de-montarville, QC, CanadaHQ recorded Oct 11, 2026	11-50	23 contacts →
	Exact match “Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Meckelborg Financial Group LTD	Exact match	Saskatoon, SK, CanadaHQ recorded Oct 11, 2026	11-50	21 contacts →
	Exact match “We believe in potential of all kinds–whether it be that of our clients, their families, or the businesses we invest in.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Wealth Stewards INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Notre-Dame Capital INC	Exact match	Montreal, QC, CanadaHQ recorded Oct 11, 2026	1-10	18 contacts →
	Exact match “Notre Dame Capital is a private Family Office located in the heart of Canada.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Generation Iacp INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 11, 2026	11-50	17 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Oct 11, 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 “crypto wealth management firms”. 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 251 crypto wealth management firms based in Canada

See the full list, filter by size, metro and specialty, and access 2,049 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Crypto wealth management firms based in Canada at a glance

As of Oct 11, 2026

26.5%Verified-email coverage

30.8Average contacts per company

1-10Median size (employees)

26.3%Largest-city concentration · Toronto

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

152

11-50

51-200

201-500

501-1,000

1,001-5,000

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 251 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 “crypto wealth management firms” 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 2,049 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 October 11, 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.

Crypto wealth management firms by metro

Crypto wealth management firms in Toronto66

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 “crypto wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many crypto wealth management firms are there based in Canada?

RevenueBase identified 251 company matches for crypto wealth management firms associated with Canada as of October 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?

BMO Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most crypto wealth management firms?

Toronto leads with 66 company records, followed by Calgary (21) and Vancouver (20).

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 2,049 professional contacts with verified work emails tracked across these 251 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 October 11, 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 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.