Company lists · Data refreshed September 2026

Top 24 Finance consulting firms based in Toronto, Canada

RevenueBase identified 207 finance consulting firms headquartered in Toronto, Canada as of September 2026 and tracks 3,319 professional contacts across them, including 270 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers finance consulting firms headquartered in Toronto, 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 28, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
207Companies
3,319Contacts tracked
270Verified emails
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The 24 largest finance consulting firms based in Toronto, Canada

Ranked by team size
Top 24 of 207 finance consulting firms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to finance consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5045 contacts →

Partial evidence

“Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5032 contacts →

Partial evidence

“INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20029 contacts →

Partial evidence

“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5023 contacts →

Strong evidence

“CHICAGO | TORONTO Mensana is a management consulting firm focused on executing the strategy of leading organizations, significantly impacting their financial performance through…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“Clariti Strategic Advisors™ is a strategic and investment banking advisory firm that provides unsurpassed clarity, creativity, integrity and value to our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Established in 1998, Generation IACP Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20016 contacts →

Partial evidence

“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceToronto, CanadaHQ checked Sep 28, 20261-1016 contacts →

Partial evidence

“Monte Carlos Consulting: where expertise meets efficiency.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-1015 contacts →

Partial evidence

“At Growth Partners our team of startup finance experts have supported 75+ ambitious startups with their growth.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Established in Generation PMCA Corp.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“We are a tight knit-team of professionals with over 80 years of combined experience.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“We’re passionate about helping you improve your business performance.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“You know where you want to go-we show you how to get there.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Bolton Capital Canada Inc is a specialist investment management, structuring and financial advisory business.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceToronto, CanadaHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Next Edition is a boutique professional services firm, specializing in brand, communications, and strategy consulting.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Premier Corporate Advisory.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“We’re a unique financial advisory firm.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 24 of 207 finance consulting firms based in Toronto, Canada

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Finance consulting firms based in Toronto, Canada at a glance

As of Sep 28, 2026
8.1%Verified-email coverage
16.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
161
11-50
38
51-200
5
501-1,000
1
1,001-5,000
1
5,001-10,000
1

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 207 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 finance consulting firms, 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 Toronto, Canada whose own description of what they do matches “finance consulting firms”. 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 finance consulting firms), 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 finance consulting firms, and records with no verified work email. Companies headquartered outside Toronto 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, 270 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 28, 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.

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 finance consulting firms, 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 finance consulting firms are there based in Toronto, Canada?

RevenueBase identified 207 finance consulting firms headquartered in Toronto, 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?

Sapling Financial Consultants INC, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most finance consulting firms?

Toronto leads Canada with 207 headquartered companies, followed by Montreal (95) and Vancouver (78).

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 270 verified decision-maker contacts tracked across these 207 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 28, 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.