Company lists · Data refreshed September 2026
Top 25 Endowment management consulting firms based in Toronto, Canada
RevenueBase identified 93 company matches for endowment management consulting firms associated with Toronto, Canada as of September 2026 and tracks 4,346 professional contacts across them, including 1,308 with verified work emails. Across Canada, Toronto is the largest hub for this category.
This list covers company matches for endowment management consulting firms associated with Toronto, 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 28, 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 endowment management consulting firms based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 941 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 407 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 96 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 38 contacts → | ||||
Exact match “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 31 contacts → | ||||
Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 26 contacts → | ||||
Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “Founded over 30 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “Bridgeport Asset Management is an independent wealth management firm that offers alternative and traditional investment solutions to high net worth investors, institutions and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Founded in 2001, JC Clark Ltd.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 11 contacts → | ||||
Exact match “We manage wealth with a clear purpose: to deliver steady, long-term investment returns that achieve the financial plans and aspirations of our clients while minimizing risk.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “Longview Asset Management is a private, independent investment management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “Pension & Benefits Consulting We work predominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “Independent - Our interests and goals are aligned with those of our clients.” Recorded in the RevenueBase company graph · Sep 28, 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 “endowment management consulting 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 93 endowment management consulting firms based in Toronto, Canada
See the full list, filter by size, metro and specialty, and access 1,308 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Endowment management consulting firms based in Toronto, Canada at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 93 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 Toronto, Canada whose business descriptions match “endowment management consulting 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 1,308 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 28, 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.
Endowment management consulting firms by metro in Canada
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 “endowment management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many endowment management consulting firms are there based in Toronto, Canada?
RevenueBase identified 93 company matches for endowment management consulting firms associated with Toronto, 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?
Richardson Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most endowment management consulting firms?
Toronto leads Canada with 93 company records, followed by Vancouver (29) and Calgary (26).
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 1,308 professional contacts with verified work emails tracked across these 93 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 93 endowment management consulting firms based in Toronto, Canada. Start with a free account, no credit card.
Download this list →Related lists
Endowment management consulting firms by geography
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Vancouver, Canada
- Endowment management consulting firms based in Bordeaux, France
- Endowment management consulting firms based in Lyon, France
- Endowment management consulting firms based in Paris, France
- Endowment management consulting firms based in Toulouse, France
- Endowment management consulting firms based in Hamburg, Germany
- Endowment management consulting firms based in Mumbai, 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
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Vancouver, Canada
Company intelligence · public preview
Top 25 endowment management consulting firms based in Toronto, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 93 matching company records for endowment management consulting firms based in Toronto, Canada, with 4,346 tracked contacts and 1,308 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 28, 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 endowment management consulting firms based in Toronto, 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 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Newport Private Wealthnewportprivatewealth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | KJH Investors At Harbourfront Wealth Managementkjhinvestors.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 38 contacts → |
“KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nexus Investment Managementnexusinvestments.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 31 contacts → |
“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Generation Capitalgenerationcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Baskin Wealth Managementbaskinwealth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Founded over 30 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  First North Consultingfirstnorth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Watt Carmichael INCwattcarmichael.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Evans Investment Counselevansinvestmentcounsel.comHQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 15 contacts → |
“Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Barrantagh Investment Managementbarrantagh.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bridgeport Asset Management INCbridgeportasset.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“Bridgeport Asset Management is an independent wealth management firm that offers alternative and traditional investment solutions to high net worth investors, institutions and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Goodreid Investment Counselgoodreid.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Davis REA LTDdavisrea.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | JC Clark LTDjcclark.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Founded in 2001, JC Clark Ltd.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Safebridge Private Wealthsafebridgepw.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 12 contacts → |
“There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ullman Wealth Managementullmanwealth.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Coleford Investment Managementcoleford.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“We manage wealth with a clear purpose: to deliver steady, long-term investment returns that achieve the financial plans and aspirations of our clients while minimizing risk.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Longview Asset Management LTDlongviewassets.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Harness Investment Managementharnessinvest.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bell Kearns And Associates LTDbellkearns.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Summit Wealth Advisory Group INCsummitwealth.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Pension & Benefits Consulting We work predominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Vestcap Investment Managementvestcap.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Independent - Our interests and goals are aligned with those of our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 93 company matches
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Endowment management consulting firms: dataset insights
September 28, 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
93 records in the displayed employee bands.
0 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 across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 93 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 28, 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 ↗
Endowment management consulting firms by metro in Canada
Questions about this company list
What does Exact match mean for endowment management consulting 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 endowment management consulting firms did RevenueBase find based in Toronto, Canada?
The saved snapshot records 93 matching company records, 4,346 tracked contacts and 1,308 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 28, 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
Endowment management consulting firms by geography
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Vancouver, Canada
- Endowment management consulting firms based in Bordeaux, France
- Endowment management consulting firms based in Lyon, France
- Endowment management consulting firms based in Paris, France
- Endowment management consulting firms based in Toulouse, France
- Endowment management consulting firms based in Hamburg, Germany
- Endowment management consulting firms based in Mumbai, India
Cite this list
RevenueBase Data Team. Top 25 endowment management consulting firms based in Toronto, Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/endowment-management-consulting-firms/canada/toronto.
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
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Vancouver, Canada
Company intelligence · public preview
Top 25 endowment management consulting firms based in Toronto, Canada
RevenueBase records 93 matching company records for endowment management consulting firms based in Toronto, Canada, with 4,346 tracked contacts and 1,308 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 28, 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 endowment management consulting firms based in Toronto, 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 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Newport Private Wealthnewportprivatewealth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | KJH Investors At Harbourfront Wealth Managementkjhinvestors.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 38 contacts → |
“KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nexus Investment Managementnexusinvestments.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 31 contacts → |
“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Generation Capitalgenerationcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Baskin Wealth Managementbaskinwealth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Founded over 30 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | First North Consultingfirstnorth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Watt Carmichael INCwattcarmichael.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Evans Investment Counselevansinvestmentcounsel.com HQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 15 contacts → |
“Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Barrantagh Investment Managementbarrantagh.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bridgeport Asset Management INCbridgeportasset.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“Bridgeport Asset Management is an independent wealth management firm that offers alternative and traditional investment solutions to high net worth investors, institutions and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Goodreid Investment Counselgoodreid.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Davis REA LTDdavisrea.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | JC Clark LTDjcclark.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Founded in 2001, JC Clark Ltd.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Safebridge Private Wealthsafebridgepw.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 12 contacts → |
“There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ullman Wealth Managementullmanwealth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Coleford Investment Managementcoleford.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“We manage wealth with a clear purpose: to deliver steady, long-term investment returns that achieve the financial plans and aspirations of our clients while minimizing risk.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Longview Asset Management LTDlongviewassets.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Harness Investment Managementharnessinvest.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bell Kearns And Associates LTDbellkearns.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Summit Wealth Advisory Group INCsummitwealth.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Pension & Benefits Consulting We work predominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Vestcap Investment Managementvestcap.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Independent - Our interests and goals are aligned with those of our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 93 company matches
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Endowment management consulting firms: dataset insights
September 28, 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
93 records in the displayed employee bands.
0 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 across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 93 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 28, 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 ↗
Endowment management consulting firms by metro in Canada
Questions about this company list
What does Exact match mean for endowment management consulting 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 endowment management consulting firms did RevenueBase find based in Toronto, Canada?
The saved snapshot records 93 matching company records, 4,346 tracked contacts and 1,308 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 28, 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 endowment management consulting firms based in Toronto, Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/endowment-management-consulting-firms/canada/toronto.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Endowment management consulting firms based in Melbourne, Australia
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