Company lists · Data refreshed September 2026
Top 18 Customer advisory board management platforms based in Canada
RevenueBase identified 30 customer advisory board management platforms headquartered in Canada as of September 2026 and tracks 623 professional contacts across them, including 385 with verified work emails and 203 with mobile numbers. Toronto is the largest hub.
This list covers customer advisory board management platforms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 3, 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 18 largest customer advisory board management platforms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | OnboardPartial evidence | 240 | |||
“At OnBoard, we believe board meetings should be simple, effective, and secure.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 2 | 88 | ||||
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 3 | Nexj SystemsStrong evidence | 71 | |||
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 4 | 47 | ||||
“eScribe provides end-to-end, cloud-based meeting management solutions that help councils, board and committee members and staff, boost transparency, stakeholder participation and…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 5 | Ticoon TechnologyStrong evidence | 24 | |||
“The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 6 | Monarch Wealth Systems INCIndirect evidence | 18 | |||
Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 | ||||
“Canny helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 8 | Agora Dealer ServicesStrong evidence | 14 | |||
“Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 | ||||
“Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 | ||||
“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 11 | PlanworthStrong evidence | 13 | |||
“Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 | ||||
“More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 13 | Tchat N SignStrong evidence | 8 | |||
“Tchat N Sign is revolutionizing the work of financial advisors with an automated, simple, and compliant platform.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 | ||||
“Bloks is the Un-CRM for advisors.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 15 | WealthstackIndirect evidence | 5 | |||
“Financial wellness starts with clarity.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 | ||||
“CashIO is the CAS platform built for the AI era.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 | ||||
“At Savio, we believe that great products start with great customer insights - but collecting feedback is only the beginning.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 | ||||
“BoardShape is a SaaS based startup helping SMEs and non-profits run better board and committee meetings.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
Showing 18 of 30 customer advisory board management platforms based in Canada
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Customer advisory board management platforms based in Canada at a glance
As of Sep 3, 2026Companies by employee count
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 customer advisory board management platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Canada whose own description of what they do matches “customer advisory board management platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among customer advisory board management platforms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence 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, 385 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 3, 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
How many customer advisory board management platforms are there based in Canada?
RevenueBase identified 30 customer advisory board management platforms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Onboard, headquartered in Markham, tops this list with the largest team on record.
Which city has the most customer advisory board management platforms?
Toronto leads with 10 headquartered companies, followed by Mississauga (3) and Montreal (2).
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 385 verified decision-maker contacts tracked across these 30 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 3, 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.
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