Company lists · Data refreshed October 2026
Top 25 Digital wealth management firms based in Canada
RevenueBase identified 563 company matches for digital wealth management firms associated with Canada as of October 2026 and tracks 24,531 professional contacts across them, including 7,015 with verified work emails. Toronto is the largest hub.
This list covers company matches for digital 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.
The 25 largest digital wealth management firms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,456 contacts → | ||||
Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 2 | 2,185 contacts → | ||||
Exact match “Better than your bank.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 3 | 1,798 contacts → | ||||
Exact match “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 4 | 966 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 5 | 650 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 6 | 449 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 144 contacts → | ||||
Exact match “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 10 | 137 contacts → | ||||
Exact match “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 90 contacts → | ||||
Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 84 contacts → | ||||
Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 58 contacts → | ||||
Exact match “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 56 contacts → | ||||
Exact match “Where independent wealth management firms are created.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 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 | |||||
| 19 | 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 | |||||
| 20 | 44 contacts → | ||||
Exact match “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 21 | 44 contacts → | ||||
Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 22 | 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 | |||||
| 23 | 43 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 24 | 43 contacts → | ||||
Exact match “On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 25 | 38 contacts → | ||||
Exact match “Alitis Investment Counsel 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 “digital 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 563 digital wealth management firms based in Canada
See the full list, filter by size, metro and specialty, and access 7,015 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Digital wealth management firms based in Canada at a glance
As of Oct 11, 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 563 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 “digital 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 7,015 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.
Digital wealth management firms 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital wealth management firms are there based in Canada?
RevenueBase identified 563 company matches for digital 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 Nesbitt Burns tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most digital wealth management firms?
Toronto leads with 113 company records, followed by Calgary (41) and Vancouver (40).
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 7,015 professional contacts with verified work emails tracked across these 563 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.
Ready to reach these companies? Verified emails and direct dials for all 563 digital wealth management firms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Digital wealth management firms by geography
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
- Digital wealth management firms based in Toronto, Canada
- Digital wealth management firms based in Vancouver, Canada
- Digital wealth management firms based in Lyon, France
- Digital wealth management firms based in Paris, France
- Digital wealth management firms based in Hong Kong, Hong Kong
- Digital wealth management firms based in Ahmedabad, India
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
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
Company intelligence · public preview
Top 25 digital wealth management firms 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 563 matching company records for digital wealth management firms based in Canada, with 24,531 tracked contacts and 7,015 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: October 11, 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 digital wealth management firms 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 |  BMO Nesbitt Burnsbmo.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,456 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wealthsimplewealthsimple.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 2,185 contacts → |
“Better than your bank.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Questrade Financial Groupquestrade.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,798 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 966 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 650 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  ATB Wealthatb.comHQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 449 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 401 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Croesuscroesus.comHQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 258 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Q Wealth Partnersqwealth.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 144 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Univerisuniveris.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 137 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Newport Private Wealthnewportprivatewealth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 100 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Owens Macfadyen Groupomg.ca HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 92 contacts → |
“Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mandeville Private Client INCmandevilleinc.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 90 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  D1g1td1g1t.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 87 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Onevestonevest.comHQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 84 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mako Financial Technologiesmakofintech.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 58 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advisor Solutions By Purposepurposeadvisors.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 56 contacts → |
“Where independent wealth management firms are created.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Tricerttricert.caHQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 53 contacts → |
“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 description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Thrive Wealth Managementthrivewealth.caHQ: Saskatoon, SK, CanadaReported employees: 51-200 | Saskatoon, SK, Canada | 51-200 | Exact match | 46 contacts → |
“Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bridgehouse Asset Managersbridgehousecanada.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 44 contacts → |
“Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bellwether Investment Managementbellvest.caHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 44 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Kerr Financial Groupkerrfinancial.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 44 contacts → |
“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 description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Qtradeqtrade.caHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fundex Investments INCinvestia.caHQ: Vaughan, ON, CanadaReported employees: 51-200 | Vaughan, ON, Canada | 51-200 | Exact match | 43 contacts → |
“On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Alitis Investment Counselalitis.caHQ: Campbell River, BC, CanadaReported employees: 11-50 | Campbell River, BC, Canada | 11-50 | Exact match | 38 contacts → |
“Alitis Investment Counsel Inc.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 563 company matches
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Digital wealth management firms: dataset insights
October 11, 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
561 records in the displayed employee bands.
2 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 563 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: October 11, 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 ↗
Digital wealth management firms by metro
Questions about this company list
What does Exact match mean for digital wealth management firms?
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 digital wealth management firms did RevenueBase find based in Canada?
The saved snapshot records 563 matching company records, 24,531 tracked contacts and 7,015 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: October 11, 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
Digital wealth management firms by geography
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
- Digital wealth management firms based in Toronto, Canada
- Digital wealth management firms based in Vancouver, Canada
- Digital wealth management firms based in Lyon, France
- Digital wealth management firms based in Paris, France
- Digital wealth management firms based in Hong Kong, Hong Kong
- Digital wealth management firms based in Ahmedabad, India
Cite this list
RevenueBase Data Team. Top 25 digital wealth management firms based in Canada. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/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
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
Company intelligence · public preview
Top 25 digital wealth management firms based in Canada
RevenueBase records 563 matching company records for digital wealth management firms based in Canada, with 24,531 tracked contacts and 7,015 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: October 11, 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 digital wealth management firms 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 | BMO Nesbitt Burnsbmo.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,456 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wealthsimplewealthsimple.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 2,185 contacts → |
“Better than your bank.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Questrade Financial Groupquestrade.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,798 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 966 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 650 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | ATB Wealthatb.com HQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 449 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 401 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Croesuscroesus.com HQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 258 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Q Wealth Partnersqwealth.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 144 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Univerisuniveris.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 137 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Newport Private Wealthnewportprivatewealth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 100 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Owens Macfadyen Groupomg.ca HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 92 contacts → |
“Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mandeville Private Client INCmandevilleinc.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 90 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | D1g1td1g1t.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 87 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Onevestonevest.com HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 84 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mako Financial Technologiesmakofintech.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 58 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advisor Solutions By Purposepurposeadvisors.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 56 contacts → |
“Where independent wealth management firms are created.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Tricerttricert.ca HQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 53 contacts → |
“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 description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Thrive Wealth Managementthrivewealth.ca HQ: Saskatoon, SK, CanadaReported employees: 51-200 | Saskatoon, SK, Canada | 51-200 | Exact match | 46 contacts → |
“Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bridgehouse Asset Managersbridgehousecanada.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 44 contacts → |
“Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bellwether Investment Managementbellvest.ca HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 44 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kerr Financial Groupkerrfinancial.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 44 contacts → |
“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 description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Qtradeqtrade.ca HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fundex Investments INCinvestia.ca HQ: Vaughan, ON, CanadaReported employees: 51-200 | Vaughan, ON, Canada | 51-200 | Exact match | 43 contacts → |
“On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Alitis Investment Counselalitis.ca HQ: Campbell River, BC, CanadaReported employees: 11-50 | Campbell River, BC, Canada | 11-50 | Exact match | 38 contacts → |
“Alitis Investment Counsel Inc.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 563 company matches
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Digital wealth management firms: dataset insights
October 11, 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
561 records in the displayed employee bands.
2 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 563 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: October 11, 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 ↗
Digital wealth management firms by metro
Questions about this company list
What does Exact match mean for digital wealth management firms?
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 digital wealth management firms did RevenueBase find based in Canada?
The saved snapshot records 563 matching company records, 24,531 tracked contacts and 7,015 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: October 11, 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
Digital wealth management firms by geography
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
- Digital wealth management firms based in Toronto, Canada
- Digital wealth management firms based in Vancouver, Canada
- Digital wealth management firms based in Lyon, France
- Digital wealth management firms based in Paris, France
- Digital wealth management firms based in Hong Kong, Hong Kong
- Digital wealth management firms based in Ahmedabad, India
Cite this list
RevenueBase Data Team. Top 25 digital wealth management firms based in Canada. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada