Company lists · Data refreshed September 2026
Top 25 Financial research consulting firms based in Canada
RevenueBase identified 155 company matches for financial research consulting firms associated with Canada as of September 2026 and tracks 11,638 professional contacts across them, including 5,576 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial research consulting firms 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 research consulting firms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10,594 contacts → | ||||
Exact match “RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 306 contacts → | ||||
Exact match “BCA Research is a leading global provider of independent investment research.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 64 contacts → | ||||
Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 58 contacts → | ||||
Exact match “Founded in 2017, ALPINE MACRO is an independent global investment research firm based in Montreal, Canada.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 45 contacts → | ||||
Exact match “Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 29 contacts → | ||||
Exact match “Numera Analytics is a global provider of macroeconomic and sectoral research.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 27 contacts → | ||||
Exact match “Veritas is Canada’s leading independent equity research company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 26 contacts → | ||||
Exact match “We strive to be investors’ first and most trusted resource for economic research and financial market strategy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 25 contacts → | ||||
Exact match “Advantage Through Insight At Bodhi Research Group, we utilize our strong global strategic relationships to research firms on alternative investments."Bodhi" in Sanskrit means…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 22 contacts → | ||||
Exact match “Independent from all banks and brokers, FINMETRIX offers objective consulting services without hidden fees or financial product purchases.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “The ValueExchange helps the capital markets make better strategic investment decisions, through impartial and data-driven insights, backed by unique industry experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 11 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Our goal is to help our investors succeed in this complex market through expert investment strategies, guidance, research & recommendations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “BeefSmart is committed to helping clients improve their bottom line.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Infintel Research is a boutique consulting and research firm situated in Toronto with over five years of industry expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “startMYplan is financial services, consulting and management built for a lightning fast world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Why SaaS Wealth Insurance?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 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 | |||||
| 21 | 5 contacts → | ||||
Exact match “There’s knowing your numbers, and then there’s knowing how to act on your numbers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “At White & Lewis, personal client service comes first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Strategic Analysis Corporation is a capital markets research firm based in Toronto.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Oreninc is a boutique merchant bank that provides research for companies, institutions, and investors in the junior commodities space.” 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 research consulting firms”. 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 155 financial research consulting firms based in Canada
See the full list, filter by size, metro and specialty, and access 5,576 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial research consulting firms 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 155 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 research consulting firms” 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 5,576 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 research consulting firms 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 research consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial research consulting firms are there based in Canada?
RevenueBase identified 155 company matches for financial research consulting firms 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?
RBC Capital Markets tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial research consulting firms?
Toronto leads with 51 company records, followed by Montreal (19) and Vancouver (19).
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 5,576 professional contacts with verified work emails tracked across these 155 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 155 financial research consulting firms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial research consulting firms by geography
- Financial research consulting firms based in Sydney, Australia
- Financial research consulting firms based in Sao Paulo, Brazil
- Financial research consulting firms based in Toronto, Canada
- Financial research consulting firms based in Paris, France
- Financial research consulting firms based in Hyderabad, India
- Financial research consulting firms based in Kolkata, India
- Financial research consulting firms based in Mumbai, India
- Financial research consulting firms based in New Delhi, India
- Financial research consulting firms based in Noida, India
- Financial research consulting firms based in Pune, India
- Financial research consulting firms based in Milan, Italy
- Financial research consulting firms based in Barcelona, Spain
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 research consulting firms based in Sydney, Australia
- Financial research consulting firms based in Sao Paulo, Brazil
- Financial research consulting firms based in Toronto, Canada
- Financial research consulting firms based in Paris, France
- Financial research consulting firms based in Hyderabad, India
- Financial research consulting firms based in Kolkata, India
Company intelligence · public preview
Top 25 financial research consulting firms 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 155 matching company records for financial research consulting firms based in Canada, with 11,638 tracked contacts and 5,576 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 research consulting firms 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 |  RBC Capital Marketsrbccm.comHQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 10,594 contacts → |
“RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BCA Researchbcaresearch.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 306 contacts → |
“BCA Research is a leading global provider of independent investment research.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  3macs, A Division Of Raymond Jamesraymondjames.caHQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Alpine Macroalpinemacro.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 58 contacts → |
“Founded in 2017, ALPINE MACRO is an independent global investment research firm based in Montreal, Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sapling Financial Consultants INCsaplingfinancial.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 45 contacts → |
“Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Numera Analyticsnumeramacro.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Numera Analytics is a global provider of macroeconomic and sectoral research.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Veritas Investment Researchveritascorp.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Veritas is Canada’s leading independent equity research company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rosenberg Research & Associates INCrosenbergresearch.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“We strive to be investors’ first and most trusted resource for economic research and financial market strategy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bodhi Research Groupbodhiresearchgroup.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 25 contacts → |
“Advantage Through Insight At Bodhi Research Group, we utilize our strong global strategic relationships to research firms on alternative investments."Bodhi" in Sanskrit means…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Finmetrix INCfinmetrix.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 22 contacts → |
“Independent from all banks and brokers, FINMETRIX offers objective consulting services without hidden fees or financial product purchases.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Valueexchangethevx.ioHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 19 contacts → |
“The ValueExchange helps the capital markets make better strategic investment decisions, through impartial and data-driven insights, backed by unique industry experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  First North Consultingfirstnorth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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. | |||||
| 14 |  Evans & Evans, INCevansevans.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Marketfacts Advisory Services INCmarketfacts.caHQ: Fergus, ON, CanadaReported employees: 11-50 | Fergus, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Our goal is to help our investors succeed in this complex market through expert investment strategies, guidance, research & recommendations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Beefsmart Consulting INCbeefsmart.caHQ: Saskatoon, SK, CanadaReported employees: 11-50 | Saskatoon, SK, Canada | 11-50 | Exact match | 10 contacts → |
“BeefSmart is committed to helping clients improve their bottom line.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Infintel Researchinfintel.coHQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 9 contacts → |
“Infintel Research is a boutique consulting and research firm situated in Toronto with over five years of industry expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Startmyplanstartmyplan.caHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 9 contacts → |
“startMYplan is financial services, consulting and management built for a lightning fast world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Saas Wealth Insurancesaaswealth.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 8 contacts → |
“Why SaaS Wealth Insurance?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  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. | |||||
| 21 |  Donna Mazerolle & Associatesdonnamazerolle.comHQ: Saint John, NB, CanadaReported employees: 1-10 | Saint John, NB, Canada | 1-10 | Exact match | 5 contacts → |
“There’s knowing your numbers, and then there’s knowing how to act on your numbers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  White & Lewis INCwhiteandlewis.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At White & Lewis, personal client service comes first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Strategic Analysis Corporationstrategicanalysis.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Strategic Analysis Corporation is a capital markets research firm based in Toronto.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Anthem Business Consultinganthemconsulting.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Orenincoreninc.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Oreninc is a boutique merchant bank that provides research for companies, institutions, and investors in the junior commodities space.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 155 company matches
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Financial research consulting firms: 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
155 records in the displayed employee bands.
0 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 155 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 research consulting firms by metro
Questions about this company list
What does Exact match mean for financial research consulting firms?
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 research consulting firms did RevenueBase find based in Canada?
The saved snapshot records 155 matching company records, 11,638 tracked contacts and 5,576 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 research consulting firms by geography
- Financial research consulting firms based in Sydney, Australia
- Financial research consulting firms based in Sao Paulo, Brazil
- Financial research consulting firms based in Toronto, Canada
- Financial research consulting firms based in Paris, France
- Financial research consulting firms based in Hyderabad, India
- Financial research consulting firms based in Kolkata, India
- Financial research consulting firms based in Mumbai, India
- Financial research consulting firms based in New Delhi, India
- Financial research consulting firms based in Noida, India
- Financial research consulting firms based in Pune, India
- Financial research consulting firms based in Milan, Italy
- Financial research consulting firms based in Barcelona, Spain
Cite this list
RevenueBase Data Team. Top 25 financial research consulting firms based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-research-consulting-firms/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 research consulting firms based in Sydney, Australia
- Financial research consulting firms based in Sao Paulo, Brazil
- Financial research consulting firms based in Toronto, Canada
- Financial research consulting firms based in Paris, France
- Financial research consulting firms based in Hyderabad, India
- Financial research consulting firms based in Kolkata, India
Company intelligence · public preview
Top 25 financial research consulting firms based in Canada
RevenueBase records 155 matching company records for financial research consulting firms based in Canada, with 11,638 tracked contacts and 5,576 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 research consulting firms 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 | RBC Capital Marketsrbccm.com HQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 10,594 contacts → |
“RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BCA Researchbcaresearch.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 306 contacts → |
“BCA Research is a leading global provider of independent investment research.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 3macs, A Division Of Raymond Jamesraymondjames.ca HQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Alpine Macroalpinemacro.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 58 contacts → |
“Founded in 2017, ALPINE MACRO is an independent global investment research firm based in Montreal, Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sapling Financial Consultants INCsaplingfinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 45 contacts → |
“Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Numera Analyticsnumeramacro.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Numera Analytics is a global provider of macroeconomic and sectoral research.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Veritas Investment Researchveritascorp.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Veritas is Canada’s leading independent equity research company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rosenberg Research & Associates INCrosenbergresearch.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“We strive to be investors’ first and most trusted resource for economic research and financial market strategy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bodhi Research Groupbodhiresearchgroup.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 25 contacts → |
“Advantage Through Insight At Bodhi Research Group, we utilize our strong global strategic relationships to research firms on alternative investments."Bodhi" in Sanskrit means…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Finmetrix INCfinmetrix.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 22 contacts → |
“Independent from all banks and brokers, FINMETRIX offers objective consulting services without hidden fees or financial product purchases.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Valueexchangethevx.io HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 19 contacts → |
“The ValueExchange helps the capital markets make better strategic investment decisions, through impartial and data-driven insights, backed by unique industry experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | First North Consultingfirstnorth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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. | |||||
| 14 | Evans & Evans, INCevansevans.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Marketfacts Advisory Services INCmarketfacts.ca HQ: Fergus, ON, CanadaReported employees: 11-50 | Fergus, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Our goal is to help our investors succeed in this complex market through expert investment strategies, guidance, research & recommendations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Beefsmart Consulting INCbeefsmart.ca HQ: Saskatoon, SK, CanadaReported employees: 11-50 | Saskatoon, SK, Canada | 11-50 | Exact match | 10 contacts → |
“BeefSmart is committed to helping clients improve their bottom line.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Infintel Researchinfintel.co HQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 9 contacts → |
“Infintel Research is a boutique consulting and research firm situated in Toronto with over five years of industry expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Startmyplanstartmyplan.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 9 contacts → |
“startMYplan is financial services, consulting and management built for a lightning fast world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Saas Wealth Insurancesaaswealth.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 8 contacts → |
“Why SaaS Wealth Insurance?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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. | |||||
| 21 | Donna Mazerolle & Associatesdonnamazerolle.com HQ: Saint John, NB, CanadaReported employees: 1-10 | Saint John, NB, Canada | 1-10 | Exact match | 5 contacts → |
“There’s knowing your numbers, and then there’s knowing how to act on your numbers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | White & Lewis INCwhiteandlewis.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At White & Lewis, personal client service comes first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Strategic Analysis Corporationstrategicanalysis.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Strategic Analysis Corporation is a capital markets research firm based in Toronto.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Anthem Business Consultinganthemconsulting.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Orenincoreninc.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Oreninc is a boutique merchant bank that provides research for companies, institutions, and investors in the junior commodities space.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 155 company matches
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Financial research consulting firms: 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
155 records in the displayed employee bands.
0 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 155 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 research consulting firms by metro
Questions about this company list
What does Exact match mean for financial research consulting firms?
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 research consulting firms did RevenueBase find based in Canada?
The saved snapshot records 155 matching company records, 11,638 tracked contacts and 5,576 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 research consulting firms by geography
- Financial research consulting firms based in Sydney, Australia
- Financial research consulting firms based in Sao Paulo, Brazil
- Financial research consulting firms based in Toronto, Canada
- Financial research consulting firms based in Paris, France
- Financial research consulting firms based in Hyderabad, India
- Financial research consulting firms based in Kolkata, India
- Financial research consulting firms based in Mumbai, India
- Financial research consulting firms based in New Delhi, India
- Financial research consulting firms based in Noida, India
- Financial research consulting firms based in Pune, India
- Financial research consulting firms based in Milan, Italy
- Financial research consulting firms based in Barcelona, Spain
Cite this list
RevenueBase Data Team. Top 25 financial research consulting firms based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-research-consulting-firms/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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- Financial research consulting firms based in Sydney, Australia
- Financial research consulting firms based in Sao Paulo, Brazil
- Financial research consulting firms based in Toronto, Canada
- Financial research consulting firms based in Paris, France
- Financial research consulting firms based in Hyderabad, India
- Financial research consulting firms based in Kolkata, India