Company lists · Data refreshed September 2026
Top 25 Financial advisory AI software companies based in Canada
RevenueBase identified 179 company matches for financial advisory AI software companies associated with Canada as of September 2026 and tracks 1,611 professional contacts across them, including 674 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial advisory AI software companies associated with 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 September 28, 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.
The 25 largest financial advisory AI software companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 238 contacts → | ||||
Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 200 contacts → | ||||
Exact match “MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 180 contacts → | ||||
Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 87 contacts → | ||||
Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 83 contacts → | ||||
Exact match “Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “Tenet is the parent company of a group of innovative artificial intelligence and financial technology companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “Optionality is an AI platform built to help entrepreneurs understand their true value, plan their exit, and navigate the biggest transaction of their life, long before they ever…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match “At Kaira Technologies, we believe that financial well-being is a cornerstone of overall employee health and organizational performance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “In a world drowning in market data, knowing what matters makes all the difference.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “AI-powered fractional CFOs and outsourced accounting services provide businesses with expert financial guidance, enhanced by advanced AI tools, at a fraction of the cost of a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “DecisioningIT mission is to create a new standard in automotive lending.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial advisory AI software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 179 financial advisory AI software companies based in Canada
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Financial advisory AI software companies based in Canada at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 179 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 Canada whose business descriptions match “financial advisory AI software companies” 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 674 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 September 28, 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.
Financial advisory AI software companies by metro
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 “financial advisory AI software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory AI software companies are there based in Canada?
RevenueBase identified 179 company matches for financial advisory AI software companies associated with Canada as of September 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?
Croesus tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisory AI software companies?
Toronto leads with 72 company records, followed by Montreal (27) and Vancouver (16).
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 674 professional contacts with verified work emails tracked across these 179 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 179 financial advisory AI software companies based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory AI software companies by geography
- Financial advisory AI software companies based in Sydney, Australia
- Financial advisory AI software companies based in Sao Paulo, Brazil
- Financial advisory AI software companies based in Toronto, Canada
- Financial advisory AI software companies based in Paris, France
- Financial advisory AI software companies based in Bangalore, India
- Financial advisory AI software companies based in Hyderabad, India
- Financial advisory AI software companies based in Mumbai, India
- Financial advisory AI software companies based in Singapore, Singapore
- Financial advisory AI software companies based in Dubai, United Arab Emirates
- Financial advisory AI software companies based in London, United Kingdom
- Financial advisory AI software companies based in Austin, United States
- Financial advisory AI software companies based in Boston, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory AI software companies based in Sydney, Australia
- Financial advisory AI software companies based in Sao Paulo, Brazil
- Financial advisory AI software companies based in Toronto, Canada
- Financial advisory AI software companies based in Paris, France
- Financial advisory AI software companies based in Bangalore, India
- Financial advisory AI software companies based in Hyderabad, India
Company intelligence · public preview
Top 25 financial advisory AI software companies based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 179 matching company records for financial advisory AI software companies based in Canada, with 1,611 tracked contacts and 674 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory AI software companies based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Croesuscroesus.comHQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Mindbridgemindbridge.aiHQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 200 contacts → |
“MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Onevestonevest.comHQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  boosted.aiboosted.aiHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Ticoon Technologyticoon.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Inovestorinovestor.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Inovestor Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  TENETtenetfintech.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Tenet is the parent company of a group of innovative artificial intelligence and financial technology companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Optionalityoptionality.ai HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“Optionality is an AI platform built to help entrepreneurs understand their true value, plan their exit, and navigate the biggest transaction of their life, long before they ever…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Kaira Technologieskaira.aiHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“At Kaira Technologies, we believe that financial well-being is a cornerstone of overall employee health and organizational performance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Laplace Insightslaplaceinsights.comHQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 17 contacts → |
“In a world drowning in market data, knowing what matters makes all the difference.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  sofistic.aisofistic.aiHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 16 contacts → |
“Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lifeplan Investmentslifeplaninvestments.caHQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 16 contacts → |
“At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Refine Financerefineto.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“AI-powered fractional CFOs and outsourced accounting services provide businesses with expert financial guidance, enhanced by advanced AI tools, at a fraction of the cost of a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealthyplanetwealthyplanet.comHQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 15 contacts → |
“WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Advisorflowadvisorflow.caHQ: Vancouver Bc, BC, CanadaReported employees: 1-10 | Vancouver Bc, BC, Canada | 1-10 | Exact match | 14 contacts → |
“At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Advisorstreamadvisor.broadridge.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Evovestevovest.comHQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 13 contacts → |
“Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Planworthplanworth.coHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Decisioningitdecisioning.itHQ: Montréal, CanadaReported employees: 11-50 | Montréal, Canada | 11-50 | Exact match | 12 contacts → |
“DecisioningIT mission is to create a new standard in automotive lending.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Modernadvisormodernadvisor.caHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 12 contacts → |
“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Castle Ridge Asset Managementcastleridgemgt.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Riskfuelriskfuel.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Quantgate Systems, INCquantgatesystems.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Finlitifinliti.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 179 company matches
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Financial advisory AI software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
179 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 179 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisory AI software companies by metro
Questions about this company list
What does Exact match mean for financial advisory AI software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory AI software companies did RevenueBase find based in Canada?
The saved snapshot records 179 matching company records, 1,611 tracked contacts and 674 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisory AI software companies by geography
- Financial advisory AI software companies based in Sydney, Australia
- Financial advisory AI software companies based in Sao Paulo, Brazil
- Financial advisory AI software companies based in Toronto, Canada
- Financial advisory AI software companies based in Paris, France
- Financial advisory AI software companies based in Bangalore, India
- Financial advisory AI software companies based in Hyderabad, India
- Financial advisory AI software companies based in Mumbai, India
- Financial advisory AI software companies based in Singapore, Singapore
- Financial advisory AI software companies based in Dubai, United Arab Emirates
- Financial advisory AI software companies based in London, United Kingdom
- Financial advisory AI software companies based in Austin, United States
- Financial advisory AI software companies based in Boston, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisory AI software companies based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-ai-software-companies/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory AI software companies based in Sydney, Australia
- Financial advisory AI software companies based in Sao Paulo, Brazil
- Financial advisory AI software companies based in Toronto, Canada
- Financial advisory AI software companies based in Paris, France
- Financial advisory AI software companies based in Bangalore, India
- Financial advisory AI software companies based in Hyderabad, India
Company intelligence · public preview
Top 25 financial advisory AI software companies based in Canada
RevenueBase records 179 matching company records for financial advisory AI software companies based in Canada, with 1,611 tracked contacts and 674 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory AI software companies based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Croesuscroesus.com HQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mindbridgemindbridge.ai HQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 200 contacts → |
“MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Onevestonevest.com HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | boosted.aiboosted.ai HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Ticoon Technologyticoon.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Inovestorinovestor.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Inovestor Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | TENETtenetfintech.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Tenet is the parent company of a group of innovative artificial intelligence and financial technology companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Optionalityoptionality.ai HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“Optionality is an AI platform built to help entrepreneurs understand their true value, plan their exit, and navigate the biggest transaction of their life, long before they ever…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Kaira Technologieskaira.ai HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“At Kaira Technologies, we believe that financial well-being is a cornerstone of overall employee health and organizational performance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Laplace Insightslaplaceinsights.com HQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 17 contacts → |
“In a world drowning in market data, knowing what matters makes all the difference.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | sofistic.aisofistic.ai HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 16 contacts → |
“Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lifeplan Investmentslifeplaninvestments.ca HQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 16 contacts → |
“At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Refine Financerefineto.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“AI-powered fractional CFOs and outsourced accounting services provide businesses with expert financial guidance, enhanced by advanced AI tools, at a fraction of the cost of a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealthyplanetwealthyplanet.com HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 15 contacts → |
“WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Advisorflowadvisorflow.ca HQ: Vancouver Bc, BC, CanadaReported employees: 1-10 | Vancouver Bc, BC, Canada | 1-10 | Exact match | 14 contacts → |
“At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advisorstreamadvisor.broadridge.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Evovestevovest.com HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 13 contacts → |
“Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Planworthplanworth.co HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Decisioningitdecisioning.it HQ: Montréal, CanadaReported employees: 11-50 | Montréal, Canada | 11-50 | Exact match | 12 contacts → |
“DecisioningIT mission is to create a new standard in automotive lending.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Modernadvisormodernadvisor.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 12 contacts → |
“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Castle Ridge Asset Managementcastleridgemgt.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Riskfuelriskfuel.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Quantgate Systems, INCquantgatesystems.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Finlitifinliti.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 179 company matches
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Financial advisory AI software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
179 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 179 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisory AI software companies by metro
Questions about this company list
What does Exact match mean for financial advisory AI software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory AI software companies did RevenueBase find based in Canada?
The saved snapshot records 179 matching company records, 1,611 tracked contacts and 674 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisory AI software companies by geography
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- Financial advisory AI software companies based in Hyderabad, India
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- Financial advisory AI software companies based in Dubai, United Arab Emirates
- Financial advisory AI software companies based in London, United Kingdom
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Cite this list
RevenueBase Data Team. Top 25 financial advisory AI software companies based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-ai-software-companies/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial advisory AI software companies based in Sydney, Australia
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- Financial advisory AI software companies based in Hyderabad, India