Company lists · Data refreshed September 2026

Top 25 Financial advisory AI software companies based in Canada

Name: Financial advisory AI software companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 179 companies tracked

RevenueBase identified 179 financial advisory AI software companies headquartered in 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 financial advisory AI software companies headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, 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

179Companies

1,611Contacts tracked

674Verified emails

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The 25 largest financial advisory AI software companies based in Canada

Ranked by team size

Top 25 of 179 financial advisory AI software companies based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory AI software companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Croesus	Partial evidence	Laval, QC, CanadaHQ checked Sep 28, 2026	201-500	238 contacts →
	Partial evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 28, 2026
2	Mindbridge	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 28, 2026	51-200	200 contacts →
	Partial evidence “MindBridge is the leader in Autonomous Financial Oversight (AFO).” Source: RevenueBase Database · checked Sep 28, 2026
3	Conquest Planning	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Onevest	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 28, 2026
5	boosted.ai	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	83 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
6	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 28, 2026
8	TENET	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “Tenet is the parent company of a group of innovative artificial intelligence and financial technology companies.” Source: RevenueBase Database · checked Sep 28, 2026
9	Optionality	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
10	Kaira Technologies	Partial evidence	Montréal, QC, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “At Kaira Technologies, we believe that financial well-being is a cornerstone of overall employee health and organizational performance.” Source: RevenueBase Database · checked Sep 28, 2026
11	Laplace Insights	Indirect evidence	Sherbrooke, QC, CanadaHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “In a world drowning in market data, knowing what matters makes all the difference.” Source: RevenueBase Database · checked Sep 28, 2026
12	sofistic.ai	Strong evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
13	Lifeplan Investments	Indirect evidence	Markham, ON, CanadaHQ checked Sep 28, 2026	51-200	16 contacts →
	Indirect evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 28, 2026
14	Refine Finance	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Wealthyplanet	Strong evidence	Burlington, ON, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Source: RevenueBase Database · checked Sep 28, 2026
16	Advisorflow	Strong evidence	Vancouver Bc, BC, CanadaHQ checked Sep 28, 2026	1-10	14 contacts →
	Strong evidence “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Source: RevenueBase Database · checked Sep 28, 2026
17	Advisorstream	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Source: RevenueBase Database · checked Sep 28, 2026
18	Evovest	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
19	Planworth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey.” Source: RevenueBase Database · checked Sep 28, 2026
20	Decisioningit	Indirect evidence	Montréal, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “DecisioningIT mission is to create a new standard in automotive lending.” Source: RevenueBase Database · checked Sep 28, 2026
21	Modernadvisor	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 28, 2026
22	Castle Ridge Asset Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Source: RevenueBase Database · checked Sep 28, 2026
23	Riskfuel	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	Quantgate Systems, INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Source: RevenueBase Database · checked Sep 28, 2026
25	Finliti	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Source: RevenueBase Database · checked Sep 28, 2026

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: financial advisory AI software companies. 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 financial advisory AI software companies.
Partial evidence: Its own public description names part of financial advisory AI software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory AI software companies. 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 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, 2026

41.8%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

40.2%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

118

11-50

51-200

201-500

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisory AI software companies, 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 Canada whose own description of what they do matches “financial advisory AI software companies”. 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 financial advisory AI software companies), 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 financial advisory AI software companies, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and 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, 674 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.

Financial advisory AI software companies by metro

Financial advisory AI software companies in Toronto72

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 financial advisory AI software companies, 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 financial advisory AI software companies are there based in Canada?

RevenueBase identified 179 financial advisory AI software companies headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Croesus, headquartered in Laval, tops this list with the largest team on record.

Which city has the most financial advisory AI software companies?

Toronto leads with 72 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 674 verified decision-maker contacts tracked across these 179 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.