Company lists · Data refreshed September 2026
Top 25 Direct indexing companies based in Canada
RevenueBase identified 212 company matches for direct indexing companies associated with Canada as of September 2026 and tracks 14,984 professional contacts across them, including 2,365 with verified work emails. Toronto is the largest hub.
This list covers company matches for direct indexing companies 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 September 19, 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 direct indexing companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,862 contacts → | ||||
Exact match “At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 331 contacts → | ||||
Exact match “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 133 contacts → | ||||
Exact match “We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 105 contacts → | ||||
Exact match “One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 64 contacts → | ||||
Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 57 contacts → | ||||
Exact match “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 54 contacts → | ||||
Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 48 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 42 contacts → | ||||
Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 38 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 33 contacts → | ||||
Exact match “At Verecan Capital Management Inc, we redefine the essence of investment management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 31 contacts → | ||||
Exact match “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 30 contacts → | ||||
Exact match “Arrow Capital Management (“Arrow”) is an employee-owned company, founded in Arrow’s expertise in active portfolio management and manager selection is evident in its strong…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 28 contacts → | ||||
Exact match “Investing doesn’t have to be complicated.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “We have been servicing investors since 1964.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 20 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 20 contacts → | ||||
Exact match “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “Since 1995, we have been providing discretionary portfolio management for private investors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 19 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 18 contacts → | ||||
Exact match “INTEGRATED WEALTH MANAGEMENT Answering All Your Questions and Helping To Solve Your Investment and Retirement Puzzle Tulett, Matthews & Associates specializes in discretionary…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 18 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 17 contacts → | ||||
Exact match “The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded in the RevenueBase company graph · Sep 19, 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 “direct indexing companies”. 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 212 direct indexing companies based in Canada
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Direct indexing companies based in Canada at a glance
As of Sep 19, 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 212 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 “direct indexing companies” 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 2,365 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 September 19, 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.
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 “direct indexing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many direct indexing companies are there based in Canada?
RevenueBase identified 212 company matches for direct indexing companies associated with Canada as of September 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?
Fidelity Canada tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most direct indexing companies?
Toronto leads with 74 company records, followed by Montreal (24) and Vancouver (17).
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 2,365 professional contacts with verified work emails tracked across these 212 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 September 19, 2026.
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Browse the directory
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
- Direct indexing companies based in Bangalore, India
- Direct indexing companies based in Mumbai, India
- Direct indexing companies based in Pune, India
- Direct indexing companies based in Atlanta, United States
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- Direct indexing companies based in Boston, United States
Company intelligence · public preview
Top 25 direct indexing companies 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 212 matching company records for direct indexing companies based in Canada, with 14,984 tracked contacts and 2,365 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: September 19, 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 direct indexing companies 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 |  Fidelity Canadafidelity.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,862 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Aligned Capital Partners INCalignedcapitalpartners.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 331 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Connor, Clark & Lunn Investment Management Cc&lcclinvest.comHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 133 contacts → |
“We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  IA Clarington Investmentsiaclarington.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 105 contacts → |
“One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  3macs, A Division Of Raymond Jamesraymondjames.caHQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sprucegrove Investment Management LTDsprucegrove.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 57 contacts → |
“Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Foyston, Gordon & Payne INCfoyston.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fundex Investments INCinvestia.caHQ: Vaughan, ON, CanadaReported employees: 51-200 | Vaughan, ON, Canada | 51-200 | Exact match | 48 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bellwether Investment Managementbellvest.caHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bridgehouse Asset Managersbridgehousecanada.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 38 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Verecan Capital Management INCverecan.comHQ: Halifax, NS, CanadaReported employees: 11-50 | Halifax, NS, Canada | 11-50 | Exact match | 33 contacts → |
“At Verecan Capital Management Inc, we redefine the essence of investment management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Claret Asset Managementclaret.caHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 31 contacts → |
“Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Arrow Capital Management INCarrow-capital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 30 contacts → |
“Arrow Capital Management (“Arrow”) is an employee-owned company, founded in Arrow’s expertise in active portfolio management and manager selection is evident in its strong…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Foster & Associates Financial Services INCfostergroup.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 28 contacts → |
“Investing doesn’t have to be complicated.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Capstone Asset Management INCcapstoneassets.caHQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 25 contacts → |
“Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ph&n Investment Servicesphn.comHQ: Vancouver, CanadaReported employees: 11-50 | Vancouver, Canada | 11-50 | Exact match | 25 contacts → |
“We have been servicing investors since 1964.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Meckelborg Financial Group LTDmfgltd.comHQ: Saskatoon, SK, CanadaReported employees: 11-50 | Saskatoon, SK, Canada | 11-50 | Exact match | 20 contacts → |
“We believe in potential of all kinds–whether it be that of our clients, their families, or the businesses we invest in.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cypress Capital Management LTDcypresscap.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Allard, Allard & Associesallard-allard.caHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Since 1995, we have been providing discretionary portfolio management for private investors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Generation Iacp INCgenerationiacp.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Heward Investment Management INCheward.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Jcic Asset Management INCjcic.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Tulett, Matthews & Associatestma-invest.com HQ: Kirkland, QC, CanadaReported employees: 11-50 | Kirkland, QC, Canada | 11-50 | Exact match | 18 contacts → |
“INTEGRATED WEALTH MANAGEMENT Answering All Your Questions and Helping To Solve Your Investment and Retirement Puzzle Tulett, Matthews & Associates specializes in discretionary…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Monarch Wealth Systems INCmonarchwealth.caHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Raelipskie Partnershipraelipskie.com HQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 17 contacts → |
“The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 212 company matches
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Direct indexing companies: dataset insights
September 19, 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
210 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 212 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: September 19, 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 ↗
Questions about this company list
What does Exact match mean for direct indexing companies?
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 direct indexing companies did RevenueBase find based in Canada?
The saved snapshot records 212 matching company records, 14,984 tracked contacts and 2,365 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: September 19, 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
Direct indexing companies by geography
- Direct indexing companies based in Bangalore, India
- Direct indexing companies based in Mumbai, India
- Direct indexing companies based in Pune, India
- Direct indexing companies based in Atlanta, United States
- Direct indexing companies based in Austin, United States
- Direct indexing companies based in Boston, United States
- Direct indexing companies based in Charlotte, United States
- Direct indexing companies based in Chicago, United States
- Direct indexing companies based in Dallas, United States
- Direct indexing companies based in Denver, United States
- Direct indexing companies based in Houston, United States
- Direct indexing companies based in Los Angeles, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 direct indexing companies based in Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/direct-indexing-companies/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
- Direct indexing companies based in Bangalore, India
- Direct indexing companies based in Mumbai, India
- Direct indexing companies based in Pune, India
- Direct indexing companies based in Atlanta, United States
- Direct indexing companies based in Austin, United States
- Direct indexing companies based in Boston, United States
Company intelligence · public preview
Top 25 direct indexing companies based in Canada
RevenueBase records 212 matching company records for direct indexing companies based in Canada, with 14,984 tracked contacts and 2,365 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: September 19, 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 direct indexing companies 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 | Fidelity Canadafidelity.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,862 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Aligned Capital Partners INCalignedcapitalpartners.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 331 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Connor, Clark & Lunn Investment Management Cc&lcclinvest.com HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 133 contacts → |
“We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | IA Clarington Investmentsiaclarington.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 105 contacts → |
“One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 3macs, A Division Of Raymond Jamesraymondjames.ca HQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sprucegrove Investment Management LTDsprucegrove.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 57 contacts → |
“Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Foyston, Gordon & Payne INCfoyston.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fundex Investments INCinvestia.ca HQ: Vaughan, ON, CanadaReported employees: 51-200 | Vaughan, ON, Canada | 51-200 | Exact match | 48 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bellwether Investment Managementbellvest.ca HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bridgehouse Asset Managersbridgehousecanada.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 38 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Verecan Capital Management INCverecan.com HQ: Halifax, NS, CanadaReported employees: 11-50 | Halifax, NS, Canada | 11-50 | Exact match | 33 contacts → |
“At Verecan Capital Management Inc, we redefine the essence of investment management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Claret Asset Managementclaret.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 31 contacts → |
“Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Arrow Capital Management INCarrow-capital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 30 contacts → |
“Arrow Capital Management (“Arrow”) is an employee-owned company, founded in Arrow’s expertise in active portfolio management and manager selection is evident in its strong…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Foster & Associates Financial Services INCfostergroup.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 28 contacts → |
“Investing doesn’t have to be complicated.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Capstone Asset Management INCcapstoneassets.ca HQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 25 contacts → |
“Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ph&n Investment Servicesphn.com HQ: Vancouver, CanadaReported employees: 11-50 | Vancouver, Canada | 11-50 | Exact match | 25 contacts → |
“We have been servicing investors since 1964.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Meckelborg Financial Group LTDmfgltd.com HQ: Saskatoon, SK, CanadaReported employees: 11-50 | Saskatoon, SK, Canada | 11-50 | Exact match | 20 contacts → |
“We believe in potential of all kinds–whether it be that of our clients, their families, or the businesses we invest in.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cypress Capital Management LTDcypresscap.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Allard, Allard & Associesallard-allard.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Since 1995, we have been providing discretionary portfolio management for private investors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Generation Iacp INCgenerationiacp.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Heward Investment Management INCheward.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Jcic Asset Management INCjcic.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Tulett, Matthews & Associatestma-invest.com HQ: Kirkland, QC, CanadaReported employees: 11-50 | Kirkland, QC, Canada | 11-50 | Exact match | 18 contacts → |
“INTEGRATED WEALTH MANAGEMENT Answering All Your Questions and Helping To Solve Your Investment and Retirement Puzzle Tulett, Matthews & Associates specializes in discretionary…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Monarch Wealth Systems INCmonarchwealth.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Raelipskie Partnershipraelipskie.com HQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 17 contacts → |
“The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 212 company matches
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Direct indexing companies: dataset insights
September 19, 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
210 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 212 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: September 19, 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 ↗
Questions about this company list
What does Exact match mean for direct indexing companies?
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 direct indexing companies did RevenueBase find based in Canada?
The saved snapshot records 212 matching company records, 14,984 tracked contacts and 2,365 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: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 direct indexing companies based in Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/direct-indexing-companies/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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