Company lists · Data refreshed September 2026

Top 25 Family office software providers based in Canada

Name: Family office software providers based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 130 companies tracked

RevenueBase identified 130 family office software providers headquartered in Canada as of September 2026 and tracks 2,325 professional contacts across them, including 1,125 with verified work emails and 168 with mobile numbers. Toronto is the largest hub.

This list covers family office software providers headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

130Companies

2,325Contacts tracked

1,125Verified emails

168Mobile numbers

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The 25 largest family office software providers based in Canada

Ranked by team size

Top 25 of 130 family office software providers based in Canada, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to family office software providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Richter	Partial evidence	Toronto, ON, Canada	501-1,000	792 contacts →
	Partial evidence “Richter est un Bureau Familial \| d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers…” Source: RevenueBase Database · checked Sep 2, 2026
2	Croesus	Indirect evidence	Toronto, ON, Canada	201-500	240 contacts →
	Indirect evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 2, 2026
3	D1g1t	Strong evidence	Toronto, ON, Canada	51-200	88 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 2, 2026
4	Finlogik Offshore Solutions	Indirect evidence	Montreal, QC, Canada	11-50	46 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 2, 2026
5	Northwood Family Office	Strong evidence	Toronto, ON, Canada	11-50	41 contacts →
	Strong evidence “Northwood Family Office is Canada's leading multi-family office, offering integrated planning, investment management, wealth administration and family engagement for families of…” Source: RevenueBase Database · checked Sep 2, 2026
6	Samara	Strong evidence	Westmount, QC, Canada	11-50	31 contacts →
	Strong evidence “Founded in 2021, Samara is a family office created by families for families.” Source: RevenueBase Database · checked Sep 2, 2026
7	Ndex Systems INC	Indirect evidence	Montreal, QC, Canada	11-50	28 contacts →
	Indirect evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 2, 2026
8	Opes Software	Partial evidence	Kirkland, QC, Canada	51-200	24 contacts →
	Partial evidence “OPES Software is a global provider of investment management solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 2, 2026
9	Patrimonica	Strong evidence	Montreal, QC, Canada	11-50	23 contacts →
	Strong evidence “Patrimonica is a Montreal-based multifamily office offering services in investment, accounting, taxation, succession, philanthropic strategy and family governance.” Source: RevenueBase Database · checked Sep 2, 2026
10	Viridian Family Office	Strong evidence	Calgary, AB, Canada	11-50	23 contacts →
	Strong evidence “Viridian Family Office guides and supports families to ensure their success for generations.” Source: RevenueBase Database · checked Sep 2, 2026
11	OUR Family Office INC	Strong evidence	Toronto, ON, Canada	11-50	22 contacts →
	Strong evidence “Our Family Office Inc.(OFO) serves some of the most successful families in Canada.” Source: RevenueBase Database · checked Sep 2, 2026
12	Chronicle Wealth	Strong evidence	Toronto, ON, Canada	11-50	18 contacts →
	Strong evidence “Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals.” Source: RevenueBase Database · checked Sep 2, 2026
13	Tacita Capital INC	Strong evidence	Toronto, ON, Canada	11-50	17 contacts →
	Strong evidence “Tacita Capital is a private and independent boutique multi-family office that provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families…” Source: RevenueBase Database · checked Sep 2, 2026
14	BC Partners In Planning	Strong evidence	West Vancouver, BC, Canada	11-50	16 contacts →
	Strong evidence “BC Partners in Planning is a full-service multi-family office focused on financial planning and tax planning.” Source: RevenueBase Database · checked Sep 2, 2026
15	Altium Wealth Architecture	Strong evidence	Montreal, QC, Canada	11-50	14 contacts →
	Strong evidence “Altium Wealth Architecture is an independent firm providing investment management and family office services to individuals, families, and foundations across Québec and Canada.” Source: RevenueBase Database · checked Sep 2, 2026
16	Planworth	Indirect evidence	Toronto, ON, Canada	11-50	13 contacts →
	Indirect evidence “Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey.” Source: RevenueBase Database · checked Sep 2, 2026
17	F.I.T. Ventures	Indirect evidence	Montreal, QC, Canada	11-50	12 contacts →
	Indirect evidence “F.I.T.” Source: RevenueBase Database · checked Sep 2, 2026
18	Artiffex INC	Strong evidence	Montreal, QC, Canada	1-10	12 contacts →
	Strong evidence “Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.” Source: RevenueBase Database · checked Sep 2, 2026
19	First Affiliated Holdings INC	Strong evidence	Halifax, NS, Canada	11-50	12 contacts →
	Strong evidence “First Affiliated is a Canadian leader in the modern-day Family Office business.” Source: RevenueBase Database · checked Sep 2, 2026
20	Palomino Capital Corp	Indirect evidence	Montreal, QC, Canada	1-10	12 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026
21	Surefire Capital	Strong evidence	Montreal, QC, Canada	1-10	11 contacts →
	Strong evidence “SureFire Capital, a Family Office that runs a private, invitation-only Investment Club that is a generator of vetted investment opportunities into which its own capital is…” Source: RevenueBase Database · checked Sep 2, 2026
22	Rosedale Family Office At Wellington-Altus Private Wealth	Strong evidence	Toronto, ON, Canada	11-50	10 contacts →
	Strong evidence “Rosedale Family Office is a multi-family office serving families across Canada and the United States for the past 20 years.” Source: RevenueBase Database · checked Sep 2, 2026
23	IP Private Wealth	Indirect evidence	Ottawa, Canada	11-50	10 contacts →
	Indirect evidence “IP Private Wealth™ creates a holistic wealth management strategy focused on your goals.” Source: RevenueBase Database · checked Sep 2, 2026
24	Northland Wealth	Strong evidence	Calgary, AB, Canada	11-50	7 contacts →
	Strong evidence “Northland is a multi-award winning, independent Canadian family office founded in 2011.” Source: RevenueBase Database · checked Sep 2, 2026
25	Cole & Associates	Strong evidence	Vancouver, ON, Canada	1-10	7 contacts →
	Strong evidence “Cole & Associates works with Administrative, Embedded, Institutional and Legacy single family offices and collaborates with multi family office service providers, to provide…” Source: RevenueBase Database · checked Sep 2, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office software providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names family office software providers.
Partial evidence: Its own public description names part of family office software providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office software providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 130 family office software providers based in Canada

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Family office software providers based in Canada at a glance

As of Sep 2, 2026

48.4%Verified-email coverage

7.2%Mobile-number coverage

17.9Average contacts per company

1-10Median size (employees)

27.7%Largest-city concentration · Toronto

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office software providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “family office software providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office software providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among family office software providers, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,125 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family office software providers by metro

Family office software providers in Toronto36

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office software providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family office software providers are there based in Canada?

RevenueBase identified 130 family office software providers headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Richter, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most family office software providers?

Toronto leads with 36 headquartered companies, followed by Montreal (22) and Vancouver (15).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,125 verified decision-maker contacts tracked across these 130 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.