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, how directly it supports the match, 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 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.

How to read this list Match evidence 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. Evidence rates how directly each company's own description names family office software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	RichterPartial evidence	Toronto, ON, Canada	501-1,000	792
	“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: company website · checked Sep 2, 2026
2	CroesusIndirect evidence	Toronto, ON, Canada	201-500	240
	“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: company website · checked Sep 2, 2026
3	D1g1tStrong evidence	Toronto, ON, Canada	51-200	88
	“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: company website · checked Sep 2, 2026
4	Finlogik Offshore SolutionsIndirect evidence	Montreal, QC, Canada	11-50	46
	“At Finlogik, we develop a passion for financial innovation.” Source: company website · checked Sep 2, 2026
5	Northwood Family OfficeStrong evidence	Toronto, ON, Canada	11-50	41
	“Northwood Family Office is Canada's leading multi-family office, offering integrated planning, investment management, wealth administration and family engagement for families of…” Source: company website · checked Sep 2, 2026
6	SamaraStrong evidence	Westmount, QC, Canada	11-50	31
	“Founded in 2021, Samara is a family office created by families for families.” Source: company website · checked Sep 2, 2026
7	Ndex Systems INCIndirect evidence	Montreal, QC, Canada	11-50	28
	“NDEX Systems specializes in financial data and wealth management.” Source: company website · checked Sep 2, 2026
8	Opes SoftwarePartial evidence	Kirkland, QC, Canada	51-200	24
	“OPES Software is a global provider of investment management solutions for the financial services industry.” Source: company website · checked Sep 2, 2026
9	PatrimonicaStrong evidence	Montreal, QC, Canada	11-50	23
	“Patrimonica is a Montreal-based multifamily office offering services in investment, accounting, taxation, succession, philanthropic strategy and family governance.” Source: company website · checked Sep 2, 2026
10	Viridian Family OfficeStrong evidence	Calgary, AB, Canada	11-50	23
	“Viridian Family Office guides and supports families to ensure their success for generations.” Source: company website · checked Sep 2, 2026
11	OUR Family Office INCStrong evidence	Toronto, ON, Canada	11-50	22
	“Our Family Office Inc.(OFO) serves some of the most successful families in Canada.” Source: company website · checked Sep 2, 2026
12	Chronicle WealthStrong evidence	Toronto, ON, Canada	11-50	18
	“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: company website · checked Sep 2, 2026
13	Tacita Capital INCStrong evidence	Toronto, ON, Canada	11-50	17
	“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: company website · checked Sep 2, 2026
14	BC Partners In PlanningStrong evidence	West Vancouver, BC, Canada	11-50	16
	“BC Partners in Planning is a full-service multi-family office focused on financial planning and tax planning.” Source: company website · checked Sep 2, 2026
15	Altium Wealth ArchitectureStrong evidence	Montreal, QC, Canada	11-50	14
	“Altium Wealth Architecture is an independent firm providing investment management and family office services to individuals, families, and foundations across Québec and Canada.” Source: company website · checked Sep 2, 2026
16	PlanworthIndirect evidence	Toronto, ON, Canada	11-50	13
	“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: company website · checked Sep 2, 2026
17	F.I.T. VenturesIndirect evidence	Montreal, QC, Canada	11-50	12
	“F.I.T.” Source: company website · checked Sep 2, 2026
18	Artiffex INCStrong evidence	Montreal, QC, Canada	1-10	12
	“Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.” Source: company website · checked Sep 2, 2026
19	First Affiliated Holdings INCStrong evidence	Halifax, NS, Canada	11-50	12
	“First Affiliated is a Canadian leader in the modern-day Family Office business.” Source: company website · checked Sep 2, 2026
20	Palomino Capital CorpIndirect evidence	Montreal, QC, Canada	1-10	12
	Source: company website · checked Sep 2, 2026
21	Surefire CapitalStrong evidence	Montreal, QC, Canada	1-10	11
	“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: company website · checked Sep 2, 2026
22	Rosedale Family Office At Wellington-Altus Private WealthStrong evidence	Toronto, ON, Canada	11-50	10
	“Rosedale Family Office is a multi-family office serving families across Canada and the United States for the past 20 years.” Source: company website · checked Sep 2, 2026
23	IP Private WealthIndirect evidence	Ottawa, Canada	11-50	10
	“IP Private Wealth™ creates a holistic wealth management strategy focused on your goals.” Source: company website · checked Sep 2, 2026
24	Northland WealthStrong evidence	Calgary, AB, Canada	11-50	7
	“Northland is a multi-award winning, independent Canadian family office founded in 2011.” Source: company website · checked Sep 2, 2026
25	Cole & AssociatesStrong evidence	Vancouver, ON, Canada	1-10	7
	“Cole & Associates works with Administrative, Embedded, Institutional and Legacy single family offices and collaborates with multi family office service providers, to provide…” Source: company website · checked Sep 2, 2026

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

1-10Median size (employees)

TorontoLargest hub · 36 HQs

168Contacts with mobile numbers

Sep 2, 2026Data 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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 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.