Company lists · Data refreshed September 2026

Top 23 Financial advisory AI software companies based in Toronto, Canada

RevenueBase identified 72 financial advisory AI software companies headquartered in Toronto, Canada as of September 2026 and tracks 569 professional contacts across them, including 137 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers financial advisory AI software companies 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
72Companies
569Contacts tracked
137Verified emails
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The 23 largest financial advisory AI software companies based in Toronto, Canada

Ranked by team size
Top 23 of 72 financial advisory AI software companies 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 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceToronto, CanadaHQ checked Sep 28, 202651-20087 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
2Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20083 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
3Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5024 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
4Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5015 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
5Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5013 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
6Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5013 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
7Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-1010 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
8Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5010 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
9Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-509 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
10Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.”

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

Partial evidence

“Quanto is an AI workforce for accounting firms.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Ubineer is a leading AI-driven market intelligence platform for professional investors and research teams.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Democratizing personal finance with goals based planning and optimization.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Strong evidence

“AI-powered infrastructure providing financial health intelligence and better capital decisions for Canadian SMB financing.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Investipal brings the work of running a wealth firm into one place.”

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

Partial evidence

“CashIO is the CAS platform built for the AI era.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-504 contacts →

Partial evidence

“CMOR creates fully automated machine learning based trading software.”

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

Partial evidence

“Seedwell was created to empower organizations globally to improve employee financial wellness through personalized benefits driving improved ecosystems where both employees and…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceToronto, CanadaHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Investing isn't easy, but with zero commission trading and the popularity of cryptocurrencies and brokerages like Robinhood, people are entering the public markets in record…”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“We are technology driven.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceToronto, CanadaHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Ironspoke Capital was founded by Travis Sun, CFA in 2018 to offer financial modeling, analysis, and advisory to companies engaged in real estate development, mergers &…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 23 of 72 financial advisory AI software companies based in Toronto, Canada

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Financial advisory AI software companies based in Toronto, Canada at a glance

As of Sep 28, 2026
24.1%Verified-email coverage
7.9Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
21
51-200
3

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 72 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 Toronto, 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 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, 137 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 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 Toronto, Canada?

RevenueBase identified 72 financial advisory AI software companies 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?

Onevest, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most financial advisory AI software companies?

Toronto leads Canada 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 137 verified decision-maker contacts tracked across these 72 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.