Company lists · Data refreshed November 2026

Top 25 Finance advisory consulting services based in Ottawa, Canada

RevenueBase identified 66 company matches for finance advisory consulting services associated with Ottawa, Canada as of November 2026 and tracks 658 professional contacts across them, including 144 with verified work emails. Across Canada, Toronto is the largest hub for this category (413 companies); Ottawa has 66.

This list covers company matches for finance advisory consulting services associated with Ottawa, 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 November 6, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
66Companies
658Contacts tracked
144Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest finance advisory consulting services based in Ottawa, Canada

Ranked by team size
Top 25 of 66 company matches for finance advisory consulting services based in Ottawa, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 202611-5037 contacts →

Exact match

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 202611-5011 contacts →

Exact match

“We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 202611-509 contacts →

Exact match

“Welch Capital Partners is a boutique investment banking firm that helps companies with Mergers & Acquisitions and raising Capital (both debt and equity).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Armstrong Jones LLP is an accounting firm based in Ottawa, Ontario that offers services in accounting, audit and assurance, tax planning and compliance, and a wide array of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 202611-506 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-105 contacts →

Exact match

“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 202611-505 contacts →

Exact match

“Established in 1984, J.R.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-105 contacts →

Exact match

“We are advisors to business owners and our focus is on increasing revenues and profitability.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 202611-505 contacts →

Exact match

“David Haig Associates is a premier management advisory firm dedicated to driving success for businesses across various industries.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Inner Orbis is a boutique consulting company that helps business owners and professionals simplify the complexities of their personal and professional affairs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“As a financial planning team, we consider ourselves to be in the personal financial service business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Journey Financial is a financial consulting business committed to providing affordable and independent financial guidance to ensure you are on the right path to achieve your…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchOttawa, CanadaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Blossoming Management Consulting primarily assists clients such as banks, insurance companies, asset managers and consulting firms, by providing financial risk management advisory…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“The representatives on our team take pride in helping you get the most out of your policies and financial plans.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Trimaran Advisory Group is an Ottawa-based financial advisory practice built on the understanding that each family business has its own unique set of values and issues.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“The only certainty in life is uncertainty.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchOttawa, CanadaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“When you’re lost, sometimes all you need is straightforward directions from someone who clearly knows the way.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Welcome to Solv Advisors, a leading Management Consulting firm for Small to Mid-sized Enterprises.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Jack and Company is a boutique financial advisory firm that has been providing services to small and medium sized business in all market sectors for the past 20 years.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchOttawa, CanadaHQ recorded Nov 6, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“We are independent financial planners serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Blacklock and Co is an organization seeking Business opportunities for investment and consulting services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchOttawa, ON, CanadaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“At Soutar Capital, we help Founders understand their finances, make strategic decisions, and unlock their business's full potential.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 66 finance advisory consulting services based in Ottawa, Canada

See the full list, filter by size, metro and specialty, and access 144 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Finance advisory consulting services based in Ottawa, Canada at a glance

As of Nov 6, 2026
21.9%Verified-email coverage
10.0Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
51
11-50
11
51-200
2
201-500
1
10001+
1

Email recency for this list is measured across the whole Canada list rather than for Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 66 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 Ottawa, Canada whose business descriptions match “finance advisory consulting services” 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 144 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 November 6, 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 “finance advisory consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many finance advisory consulting services are there based in Ottawa, Canada?

RevenueBase identified 66 company matches for finance advisory consulting services associated with Ottawa, Canada as of November 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?

Capcorp Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most finance advisory consulting services?

Toronto leads Canada with 413 company records, followed by Vancouver (151) and Calgary (147). Ottawa has 66.

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 144 professional contacts with verified work emails tracked across these 66 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 66 finance advisory consulting services based in Ottawa, Canada. Start with a free account, no credit card.

Download this list →

Related lists

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.