Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Toronto, Canada

RevenueBase identified 182 financial services consultancies headquartered in Toronto, Canada as of September 2026 and tracks 12,232 professional contacts across them, including 6,026 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers financial services consultancies headquartered in Toronto, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
182Companies
12,232Contacts tracked
6,026Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial services consultancies based in Toronto, Canada

Ranked by team size
Top 25 of 182 financial services consultancies based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultancies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20265,001-10,00010,594 contacts →

Indirect evidence

“RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 2026201-500396 contacts →

Partial evidence

“At Eckler, we help organizations make confident decisions about risk and financial security.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 2026201-500320 contacts →

Indirect evidence

“Optimus SBR is Canada’s largest independent management consulting firm.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 2026201-500144 contacts →

Indirect evidence

“BrainRidge Consulting is a premium technology consulting firm headquartered in Toronto, Canada, with additional offices in New York and India.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5045 contacts →

Partial evidence

“Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20034 contacts →

Indirect evidence

“Solutia SDO Limited is an independent management consulting firm which began in 2003 and remains owned and operated by seasoned professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5032 contacts →

Partial evidence

“INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5028 contacts →

Partial evidence

“At Level19, we specialize in technology consulting and delivery solutions tailored for the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceToronto, CanadaHQ checked Sep 28, 202611-5022 contacts →

Indirect evidence

“At Axiom Innovations we specialize in helping you, our valued client, in identifying synergies to utilize in accelerating your business.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“Clariti Strategic Advisors™ is a strategic and investment banking advisory firm that provides unsurpassed clarity, creativity, integrity and value to our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5018 contacts →

Partial evidence

“Integrity Tree Financial is a Financial Services Company that looks at clients holistically and puts their best interests first.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20016 contacts →

Partial evidence

“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceToronto, CanadaHQ checked Sep 28, 20261-1016 contacts →

Indirect evidence

“Monte Carlos Consulting: where expertise meets efficiency.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20014 contacts →

Indirect evidence

“Are you effectively achieving your company's mission?”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“Progress Group is a one-stop financial services hub providing integrated tax planning, accounting, bookkeeping, real estate, mortgage brokerage, insurance, and fractional CFO…”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Established in Generation PMCA Corp.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-2006 contacts →

Partial evidence

“HiFi is a marketing consultancy created exclusively for the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“A professional practice that provides business advisory services to owner managed businesses as well as to several federally regulated financial institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-505 contacts →

Partial evidence

“For financial services companies looking to ensure the success of their mission-critical programs, we’re experts in strategic implementation.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Accounting, Business Development, and Financial Services”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

“Founded in 2007, Bay Street Est.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 182 financial services consultancies based in Toronto, Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 6,026 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial services consultancies based in Toronto, Canada at a glance

As of Sep 28, 2026
49.3%Verified-email coverage
67.2Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
126
11-50
41
51-200
8
201-500
4
5,001-10,000
2

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 182 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services consultancies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Toronto, Canada whose own description of what they do matches “financial services consultancies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services consultancies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial services consultancies, and records with no verified work email. Companies headquartered outside Toronto are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 6,026 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services consultancies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial services consultancies are there based in Toronto, Canada?

RevenueBase identified 182 financial services consultancies headquartered in Toronto, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

RBC Capital Markets, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most financial services consultancies?

Toronto leads Canada with 182 headquartered companies, followed by Montreal (54) and Calgary (51).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 6,026 verified decision-maker contacts tracked across these 182 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 182 financial services consultancies based in Toronto, Canada. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.