Company lists · Data refreshed September 2026
Top 25 Financial planning software consultants based in Canada
RevenueBase identified 160 company matches for financial planning software consultants associated with Canada as of September 2026 and tracks 858 professional contacts across them, including 348 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial planning software consultants 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 planning software consultants based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 40 contacts → | ||||
Exact match “Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “At Guindi CA, our focus is on adding real value for our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “Monte Carlos Consulting: where expertise meets efficiency.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Knowledge.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Education.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “At Videre, we specialize in working with business owners across North America guided by the principle that our clients' best interests align with our own.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “There’s an old phrase that says, “If you want to go fast, go on your own.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Dewdney & Co is a leading financial planning firm that has been helping individuals and businesses achieve their financial goals for many years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Collaborative Financial & Retirement Advice for Business & Individuals” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “At NorthShore Financial & Insurance Services, we offer an extensive range of financial planning services for families and businesses.” 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 planning software consultants”. 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 160 financial planning software consultants based in Canada
See the full list, filter by size, metro and specialty, and access 348 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning software consultants 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 160 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 planning software consultants” 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 348 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 planning software consultants 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 planning software consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software consultants are there based in Canada?
RevenueBase identified 160 company matches for financial planning software consultants 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?
Conquest Planning tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning software consultants?
Toronto leads with 33 company records, followed by Edmonton (11) and Mississauga (11).
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 348 professional contacts with verified work emails tracked across these 160 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 160 financial planning software consultants based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial planning software consultants by geography
- Financial planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in South Africa
- Financial planning software consultants based in Switzerland
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 planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in France
Company intelligence · public preview
Top 25 financial planning software consultants 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 160 matching company records for financial planning software consultants based in Canada, with 858 tracked contacts and 348 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 planning software consultants 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 |  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. | |||||
| 2 |  Planica Services Financiersplanica.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 40 contacts → |
“Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Innova Wealth Partnersinwp.ca HQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Guindiguindi.caHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 17 contacts → |
“At Guindi CA, our focus is on adding real value for our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Monte Carlos Consulting INCmontecarlos.consulting HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 16 contacts → |
“Monte Carlos Consulting: where expertise meets efficiency.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Prosphèreprosphere.caHQ: Rouyn-noranda, QC, CanadaReported employees: 11-50 | Rouyn-noranda, QC, Canada | 11-50 | Exact match | 12 contacts → |
“Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wise Riddell Financial Groupwiseriddell.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  It360 Financialfinancesti360.comHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 10 contacts → |
“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Caldwell Wealth & Estate Advisory LTDcaldwelladvisory.ca HQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Knowledge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.comHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 9 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Exceedia Consulting LTDexceedia.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 9 contacts → |
“Education.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Snap Projectionssnapprojections.comHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Viderevidere.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
“At Videre, we specialize in working with business owners across North America guided by the principle that our clients' best interests align with our own.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Dean Financial LTDdeanfinancial.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 6 contacts → |
“DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Leipert Financial Groupleipertfinancial.com HQ: Moose Jaw, SK, CanadaReported employees: 11-50 | Moose Jaw, SK, Canada | 11-50 | Exact match | 6 contacts → |
“There’s an old phrase that says, “If you want to go fast, go on your own.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Forbes Andersen Technology INCforbesandersentechnology.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Dewdney&codewdney.caHQ: North York, ON, CanadaReported employees: 1-10 | North York, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Dewdney & Co is a leading financial planning firm that has been helping individuals and businesses achieve their financial goals for many years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mirabel Management INCmirabelmanagement.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Future Values Estate & Financial Planningfuturevalues.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Trailane Financialtrailanefinancial.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Visual Wealthvisualwealth.caHQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Atlantisfinancialincatlantisfinancial.caHQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Ltci Consulting INCltciconsulting.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Northshore Financial & Insurance Services LTDnorthshorefinancial.caHQ: Halton Hills, ON, CanadaReported employees: 1-10 | Halton Hills, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At NorthShore Financial & Insurance Services, we offer an extensive range of financial planning services for families and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 160 company matches
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Financial planning software consultants: 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
158 records in the displayed employee bands.
2 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 160 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 planning software consultants by metro
Questions about this company list
What does Exact match mean for financial planning software consultants?
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 planning software consultants did RevenueBase find based in Canada?
The saved snapshot records 160 matching company records, 858 tracked contacts and 348 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 planning software consultants by geography
- Financial planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in South Africa
- Financial planning software consultants based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial planning software consultants based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/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 planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in France
Company intelligence · public preview
Top 25 financial planning software consultants based in Canada
RevenueBase records 160 matching company records for financial planning software consultants based in Canada, with 858 tracked contacts and 348 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 planning software consultants 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 | 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. | |||||
| 2 | Planica Services Financiersplanica.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 40 contacts → |
“Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Innova Wealth Partnersinwp.ca HQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Guindiguindi.ca HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 17 contacts → |
“At Guindi CA, our focus is on adding real value for our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Monte Carlos Consulting INCmontecarlos.consulting HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 16 contacts → |
“Monte Carlos Consulting: where expertise meets efficiency.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Prosphèreprosphere.ca HQ: Rouyn-noranda, QC, CanadaReported employees: 11-50 | Rouyn-noranda, QC, Canada | 11-50 | Exact match | 12 contacts → |
“Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wise Riddell Financial Groupwiseriddell.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | It360 Financialfinancesti360.com HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 10 contacts → |
“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Caldwell Wealth & Estate Advisory LTDcaldwelladvisory.ca HQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Knowledge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.com HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 9 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Exceedia Consulting LTDexceedia.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 9 contacts → |
“Education.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Snap Projectionssnapprojections.com HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Viderevidere.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
“At Videre, we specialize in working with business owners across North America guided by the principle that our clients' best interests align with our own.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Dean Financial LTDdeanfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 6 contacts → |
“DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Leipert Financial Groupleipertfinancial.com HQ: Moose Jaw, SK, CanadaReported employees: 11-50 | Moose Jaw, SK, Canada | 11-50 | Exact match | 6 contacts → |
“There’s an old phrase that says, “If you want to go fast, go on your own.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Forbes Andersen Technology INCforbesandersentechnology.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Dewdney&codewdney.ca HQ: North York, ON, CanadaReported employees: 1-10 | North York, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Dewdney & Co is a leading financial planning firm that has been helping individuals and businesses achieve their financial goals for many years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mirabel Management INCmirabelmanagement.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Future Values Estate & Financial Planningfuturevalues.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Trailane Financialtrailanefinancial.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Visual Wealthvisualwealth.ca HQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Atlantisfinancialincatlantisfinancial.ca HQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Ltci Consulting INCltciconsulting.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Northshore Financial & Insurance Services LTDnorthshorefinancial.ca HQ: Halton Hills, ON, CanadaReported employees: 1-10 | Halton Hills, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At NorthShore Financial & Insurance Services, we offer an extensive range of financial planning services for families and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 160 company matches
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Financial planning software consultants: 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
158 records in the displayed employee bands.
2 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 160 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 planning software consultants by metro
Questions about this company list
What does Exact match mean for financial planning software consultants?
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 planning software consultants did RevenueBase find based in Canada?
The saved snapshot records 160 matching company records, 858 tracked contacts and 348 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.
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Cite this list
RevenueBase Data Team. Top 25 financial planning software consultants based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/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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