Company lists · Data refreshed September 2026

Top 25 Digital financial advisory companies based in Canada

Name: Digital financial advisory 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 150 companies tracked

RevenueBase identified 150 digital financial advisory companies headquartered in Canada as of September 2026 and tracks 3,247 professional contacts across them, including 1,522 with verified work emails. Toronto is the largest hub.

This list covers digital financial advisory 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

150Companies

3,247Contacts tracked

1,522Verified emails

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The 25 largest digital financial advisory companies based in Canada

Ranked by team size

Top 25 of 150 digital financial advisory 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 digital financial advisory 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	Questrade Financial Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	1,784 contacts →
	Strong evidence “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026
2	Conquest Planning	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	51-200	180 contacts →
	Partial 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	Cooperators	Indirect evidence	Scarborough, ON, CanadaHQ checked Sep 19, 2026	n/a	61 contacts →
	Indirect evidence “Investments, Insurance, Advice” Source: RevenueBase Database · checked Sep 19, 2026
5	Qtrade	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	501-1,000	38 contacts →
	Partial evidence “With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Source: RevenueBase Database · checked Sep 19, 2026
6	Finlogik INC	Partial evidence	Montreal, QC, CanadaHQ checked Sep 19, 2026	11-50	33 contacts →
	Partial evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 19, 2026
7	Advisor Websites	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	23 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
8	Portfoliohiway	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial 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
9	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
10	Lifeplan Investments	Indirect evidence	Markham, ON, CanadaHQ checked Sep 19, 2026	51-200	16 contacts →
	Indirect evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 19, 2026
11	Foundation Wealth Partners	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	15 contacts →
	Strong evidence “Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Source: RevenueBase Database · checked Sep 19, 2026
12	Parallel Wealth Financial Group	Strong evidence	Langley, BC, CanadaHQ checked Sep 19, 2026	11-50	15 contacts →
	Strong evidence “Whether you're planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs.” Source: RevenueBase Database · checked Sep 19, 2026
13	Agora Dealer Services	Strong evidence	Mississauga, ON, CanadaHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Source: RevenueBase Database · checked Sep 19, 2026
14	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
15	Modernadvisor	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 19, 2026
16	Steward Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “At Steward Group, we believe finances are about more than dollars and cents.” Source: RevenueBase Database · checked Sep 19, 2026
17	Actif Santé Financière	Partial evidence	Québec, QC, CanadaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Source: RevenueBase Database · checked Sep 19, 2026
18	Legacy Wealth Advisors	Strong evidence	Brampton, ON, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to…” Source: RevenueBase Database · checked Sep 19, 2026
19	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
20	Camber Private Wealth	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Source: RevenueBase Database · checked Sep 19, 2026
21	Ridge Planning Group INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
22	CFS Wealth Management INC	Indirect evidence	Maple, ON, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Source: RevenueBase Database · checked Sep 19, 2026
23	DD Humes Financial Services	Partial evidence	Dorval, QC, CanadaHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Since our founding in 1979, DD Humes has been recognized for excellence in trust, client satisfaction, quality of advice, and financial results.” Source: RevenueBase Database · checked Sep 19, 2026
24	Empower Group	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Welcome to Empower, the leading educational platform in the financial industry.” Source: RevenueBase Database · checked Sep 19, 2026
25	Financial Tech Tools	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Digital marketing for financial advisors to grow their business.” 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: digital financial advisory 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 digital financial advisory companies.
Partial evidence: Its own public description names part of digital financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital financial advisory 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 150 digital financial advisory companies based in Canada

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Digital financial advisory companies based in Canada at a glance

As of Sep 19, 2026

46.9%Verified-email coverage

21.6Average contacts per company

1-10Median size (employees)

20.0%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

105

11-50

51-200

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 150 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 digital financial advisory 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 “digital financial advisory 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 digital financial advisory 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 digital financial advisory 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, 1,522 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.

Digital financial advisory companies by metro

Digital financial advisory companies in Toronto30

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 digital financial advisory 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 digital financial advisory companies are there based in Canada?

RevenueBase identified 150 digital financial advisory 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?

Questrade Financial Group, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most digital financial advisory companies?

Toronto leads with 30 headquartered companies, followed by Vancouver (13) and Montreal (9).

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 1,522 verified decision-maker contacts tracked across these 150 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.

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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.