Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in Canada

Name: Financial planning 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 449 companies tracked

RevenueBase identified 449 financial planning platforms headquartered in Canada as of September 2026 and tracks 10,277 professional contacts across them, including 4,423 with verified work emails. Toronto is the largest hub.

This list covers financial planning 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

449Companies

10,277Contacts tracked

4,423Verified emails

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The 25 largest financial planning platforms based in Canada

Ranked by team size

Top 25 of 449 financial planning 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 planning 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	Vena Solutions	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	501-1,000	748 contacts →
	Partial evidence “Vena’s Complete FP & A Platform empowers finance and accounting teams to plan with confidence, collaborate across the business, and go from data to decisions faster-all while…” Source: RevenueBase Database · checked Sep 28, 2026
3	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
4	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
5	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
6	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
7	D1g1t	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	91 contacts →
	Partial 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
8	Planswell	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	56 contacts →
	Strong evidence “Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy.” Source: RevenueBase Database · checked Sep 28, 2026
9	Common Wealth Retirement	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	53 contacts →
	Indirect evidence “Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Source: RevenueBase Database · checked Sep 28, 2026
10	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
11	Bellwether Investment Management	Indirect evidence	Oakville, ON, CanadaHQ checked Sep 28, 2026	51-200	42 contacts →
	Indirect evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 28, 2026
12	Savi Finance	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	n/a	31 contacts →
	Indirect evidence “When was the last time money kept you up at night?” Source: RevenueBase Database · checked Sep 28, 2026
13	Brilliance Financial Solutions	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “Trailblazing excellence in providing holistic financial plan to our clients so that they can plan well, to live well.” Source: RevenueBase Database · checked Sep 28, 2026
14	Ndex Systems	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
15	The Steele Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
16	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
17	Advisor Websites	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Amaze and delight visitors online with strategically personalized websites and digital marketing solutions for financial advisors, built with your target audience in mind to help…” Source: RevenueBase Database · checked Sep 28, 2026
18	Bristol Capital Management	Strong evidence	Oakville, ON, CanadaHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “We are a full-service financial planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
19	Innova Wealth Partners	Partial evidence	Sudbury, ON, CanadaHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Source: RevenueBase Database · checked Sep 28, 2026
20	Portfoliohiway	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: RevenueBase Database · checked Sep 28, 2026
21	Innovation Wealth	Indirect evidence	Swift Current, SK, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Innovation Wealth is the wealth management partner for Innovation Federal Credit Union.” Source: RevenueBase Database · checked Sep 28, 2026
22	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
23	Monarch Wealth Systems INC	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	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

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 planning 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 planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning 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 449 financial planning platforms based in Canada

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Financial planning platforms based in Canada at a glance

As of Sep 28, 2026

43.0%Verified-email coverage

22.9Average contacts per company

1-10Median size (employees)

16.9%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

349

11-50

51-200

201-500

501-1,000

5,001-10,000

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 449 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 planning 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 planning 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 planning 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 planning 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, 4,423 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 planning 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 planning 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 planning platforms are there based in Canada?

RevenueBase identified 449 financial planning 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 planning platforms?

Toronto leads with 76 headquartered companies, followed by Vancouver (28) and Calgary (24).

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 4,423 verified decision-maker contacts tracked across these 449 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.