Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,080 companies tracked

RevenueBase identified 1,080 financial advisory platforms headquartered in Canada as of September 2026 and tracks 17,538 professional contacts across them, including 6,841 with verified work emails. Toronto is the largest hub.

This list covers financial advisory platforms 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

1,080Companies

17,538Contacts tracked

6,841Verified emails

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The 25 largest financial advisory platforms based in Canada

Ranked by team size

Top 25 of 1,080 financial advisory platforms 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 platforms: 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	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	5,001-10,000	6,589 contacts →
	Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 28, 2026
2	Questrade Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1,001-5,000	1,784 contacts →
	Partial evidence “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Partial evidence	Québec, CanadaHQ checked Sep 28, 2026	501-1,000	257 contacts →
	Partial evidence “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Source: RevenueBase Database · checked Sep 28, 2026
4	Groupe Financier Peak Peak Financial Group	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	51-200	239 contacts →
	Indirect evidence “With $18 billion in assets under administration, PEAK is positioned as a leader among multidisciplinary and fully independent dealers.” Source: RevenueBase Database · checked Sep 28, 2026
5	Croesus	Indirect evidence	Laval, QC, CanadaHQ checked Sep 28, 2026	201-500	238 contacts →
	Indirect 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
6	Pfsl Investments Canada LTD	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 28, 2026	10001+	234 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
7	Conquest Planning	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Partial 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
8	HIIVE	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	51-200	165 contacts →
	Partial evidence “The all-in-one liquidity platform for private companies and their shareholders.” Source: RevenueBase Database · checked Sep 28, 2026
9	Univeris	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	140 contacts →
	Partial evidence “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
10	Q Wealth Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	201-500	134 contacts →
	Indirect evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 28, 2026
11	EAU Claire Partners	Partial evidence	Calgary, CanadaHQ checked Sep 28, 2026	201-500	114 contacts →
	Partial evidence “Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Source: RevenueBase Database · checked Sep 28, 2026
12	Purpose Unlimited	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	201-500	99 contacts →
	Partial evidence “Purpose Unlimited is an independent company that’s creating the future of financial services.” Source: RevenueBase Database · checked Sep 28, 2026
13	Capintel	Partial evidence	Toronto, NS, CanadaHQ checked Sep 28, 2026	51-200	93 contacts →
	Partial evidence “CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Source: RevenueBase Database · checked Sep 28, 2026
14	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 28, 2026
15	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
16	Nexj Systems	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	69 contacts →
	Strong evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 28, 2026
17	RGF Integrated Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	67 contacts →
	Partial evidence “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Source: RevenueBase Database · checked Sep 28, 2026
18	Expedier	Indirect evidence	Hamilton, ON, CanadaHQ checked Sep 28, 2026	11-50	55 contacts →
	Indirect evidence “One Super App to Transact and Build Credit.” Source: RevenueBase Database · checked Sep 28, 2026
19	Tricert	Indirect evidence	Waterloo, ON, CanadaHQ checked Sep 28, 2026	51-200	52 contacts →
	Indirect evidence “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: RevenueBase Database · checked Sep 28, 2026
20	Equity Associates INC	Indirect evidence	Markham, ON, CanadaHQ checked Sep 28, 2026	51-200	52 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
21	Mako Financial Technologies	Strong evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	51-200	51 contacts →
	Strong evidence “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Source: RevenueBase Database · checked Sep 28, 2026
22	Fundex Investments INC	Partial evidence	Vaughan, ON, CanadaHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Source: RevenueBase Database · checked Sep 28, 2026
23	Finlogik Offshore Solutions	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	46 contacts →
	Partial evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 28, 2026
24	Raymond James USA LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	n/a	46 contacts →
	Indirect evidence “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: RevenueBase Database · checked Sep 28, 2026
25	Thrive Wealth Management	Partial evidence	Saskatoon, SK, CanadaHQ checked Sep 28, 2026	51-200	43 contacts →
	Partial evidence “Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 1,080 financial advisory platforms based in Canada

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Financial advisory platforms based in Canada at a glance

As of Sep 28, 2026

39.0%Verified-email coverage

16.2Average contacts per company

1-10Median size (employees)

19.5%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

782

11-50

218

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,080 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 6,841 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 platforms by metro

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 platforms, 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 platforms are there based in Canada?

RevenueBase identified 1,080 financial advisory platforms 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?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most financial advisory platforms?

Toronto leads with 211 headquartered companies, followed by Vancouver (79) and Calgary (68).

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 6,841 verified decision-maker contacts tracked across these 1,080 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.