Company lists · Data refreshed September 2026
Top 19 Family offices based in Montreal, Canada
RevenueBase identified 74 family offices headquartered in Montreal, Canada as of September 2026 and tracks 1,822 professional contacts across them, including 959 with verified work emails. Toronto is the largest hub.
This list covers family offices headquartered in Montreal, 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 19, 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.
The 19 largest family offices based in Montreal, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 804 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 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Indirect evidence “Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27 contacts → | ||||
Strong evidence “Blue Bridge is a family office established in Montreal in 2002.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 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 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “F.I.T.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 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 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “Founded in 2016, BRK Capital is a private investment firm based in Montreal that invests in global public and private markets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “We are FOREST.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Pratte Gestion de Portefeuilles est une entreprise de premier plan dans la gestion de portefeuille, enracinée dans les communautés d'Ottawa, Gatineau et Mont-Tremblant.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Nous mettons tout en œuvre pour faire fructifier votre argent.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “A family business that has been "in the family" for over 30 years.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Animés par le même désir d’aider entrepreneurs, gens d’affaires et particuliers avec leurs finances, père et fils unissent leurs forces pour vous offrir un service-conseil…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “We strongly believe that Wealth Management advice is for Everyone.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Independent wealth management firm specializing in investments, insurance and estate planning for families and business owners.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong evidence “Solutions d’assurances pour familles fortunées Chez Accent Family Office, nous abordons la gestion du risque et la protection de toutes les composantes des Family Offices avec une…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Leveraging over 75 years of combined experience, the SMA Investment Group has been a firsthand witness to the evolution of global markets, the financial industry, and the evolving…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 offices. 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 offices.
- Partial evidence
- Its own public description names part of family offices, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family offices. 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 19 of 74 family offices based in Montreal, Canada
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Family offices based in Montreal, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 74 companies.
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 offices, 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 Montreal, Canada whose own description of what they do matches “family offices”. 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 offices), 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 offices, and records with no verified work email. Companies headquartered outside Montreal 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, 959 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 19, 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 offices by metro in Canada
- Family offices in Toronto287
- Family offices in Vancouver112
- Family offices in Calgary97
- Family offices in Montreal74
- Family offices in Ottawa39
- Family offices in Mississauga34
- Family offices in Winnipeg34
- Family offices in Edmonton28
- Family offices in Oakville26
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 offices, 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 offices are there based in Montreal, Canada?
RevenueBase identified 74 family offices headquartered in Montreal, 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 Montreal, tops this list with the largest team on record.
Which city has the most family offices?
Toronto leads with 287 headquartered companies, followed by Vancouver (112) and Calgary (97).
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 959 verified decision-maker contacts tracked across these 74 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 19, 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.
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