Company lists · Data refreshed September 2026

Top 25 Financial services CRM companies based in Canada

Name: Financial services CRM companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 124 companies tracked

RevenueBase identified 124 financial services CRM companies headquartered in Canada as of September 2026 and tracks 1,115 professional contacts across them, including 411 with verified work emails. Toronto is the largest hub.

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

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

124Companies

1,115Contacts tracked

411Verified emails

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The 25 largest financial services CRM companies based in Canada

Ranked by team size

Top 25 of 124 financial services CRM companies based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services CRM companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	MICA	Indirect evidence	Québec, CanadaHQ checked Sep 28, 2026	51-200	210 contacts →
	Indirect evidence “Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Source: RevenueBase Database · checked Sep 28, 2026
2	Maximizer	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	51-200	146 contacts →
	Strong evidence “Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Source: RevenueBase Database · checked Sep 28, 2026
3	Riva International, INC	Indirect evidence	Edmonton, AB, CanadaHQ checked Sep 28, 2026	51-200	125 contacts →
	Indirect evidence “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Source: RevenueBase Database · checked Sep 28, 2026
4	Nexj Systems	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	69 contacts →
	Strong evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 28, 2026
5	Cooperators	Indirect evidence	Scarborough, ON, CanadaHQ checked Sep 28, 2026	n/a	61 contacts →
	Indirect evidence “Investments, Insurance, Advice” Source: RevenueBase Database · checked Sep 28, 2026
6	Olympia Financial Group INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	201-500	54 contacts →
	Partial evidence “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Source: RevenueBase Database · checked Sep 28, 2026
7	Ticoon Technology	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Source: RevenueBase Database · checked Sep 28, 2026
8	Vincent Associates INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	23 contacts →
	Indirect evidence “With over 20 years of experience in the field of data management, analytics and Customer Relationship Management, Vincent Associates Inc provides custom information systems and…” Source: RevenueBase Database · checked Sep 28, 2026
9	Acceinfo	Indirect evidence	Stouffville, ON, CanadaHQ checked Sep 28, 2026	51-200	19 contacts →
	Indirect evidence “Acceinfo is a Canadian Company dedicated to architecting innovative solutions to accelerate your business processes.” Source: RevenueBase Database · checked Sep 28, 2026
10	Integrity Tree Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	18 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
11	Tier1 Financial Solutions	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	17 contacts →
	Partial evidence “Global leader in CRM software for capital markets & investment banking.” Source: RevenueBase Database · checked Sep 28, 2026
12	Lifeplan Investments	Indirect evidence	Markham, ON, CanadaHQ checked Sep 28, 2026	51-200	16 contacts →
	Indirect evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 28, 2026
13	Agora Dealer Services	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Source: RevenueBase Database · checked Sep 28, 2026
14	Laylah	Strong evidence	Québec, QC, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Source: RevenueBase Database · checked Sep 28, 2026
15	Bluroot	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “BluRoot is a software solutions company that strives to meet one promise: deliver superior client results by providing personalized, expert advice and innovative products to solve…” Source: RevenueBase Database · checked Sep 28, 2026
16	Startmyplan	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “startMYplan is financial services, consulting and management built for a lightning fast world.” Source: RevenueBase Database · checked Sep 28, 2026
17	BLOKS	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Bloks is the Un-CRM for advisors.” Source: RevenueBase Database · checked Sep 28, 2026
18	Murrick Insurance Services Langley	Partial evidence	Langley, BC, CanadaHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Offering a multitude of Insurance services, Financial services & Mortgages, with the culture of providing exceptional, unbiased advice tailored to each individual clients needs.” Source: RevenueBase Database · checked Sep 28, 2026
19	Corelogix Corporation	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Corelogix is a premium CRM [customer relationship management] provider.” Source: RevenueBase Database · checked Sep 28, 2026
20	Ivory Planning Group	Partial evidence	Langley, BC, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “At Ivory Planning Group, we make it simple to see the full financial picture.” Source: RevenueBase Database · checked Sep 28, 2026
21	Services Financiers Eric F. Gosselin INC	Partial evidence	Saint-hubert, QC, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Planifications financières, Conseils, Services Financiers, l'entreprise se spécialise dans le conseil aux particuliers.” Source: RevenueBase Database · checked Sep 28, 2026
22	Première Avenue	Partial evidence	Victoriaville, QC, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Première Avenue est un cabinet de services financiers établi à Victoriaville pour qui la promesse d’un accompagnement inégalé dans les moindres détails est un état d’être, pas une…” Source: RevenueBase Database · checked Sep 28, 2026
23	K2finance	Partial evidence	Sherbrooke, QC, CanadaHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Source: RevenueBase Database · checked Sep 28, 2026
24	Bodyshop Booster	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	51-200	4 contacts →
	Partial evidence “Finally a simple to use CRM that organizes all your customer communications, helps you captures more leads, and Automates everything from sales, follow up, google reviews and much…” Source: RevenueBase Database · checked Sep 28, 2026
25	On Point Wealth And Risk Management INC	Indirect evidence	Bowmanville, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services CRM companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services CRM companies.
Partial evidence: Its own public description names part of financial services CRM companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services CRM companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 124 financial services CRM companies based in Canada

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Financial services CRM companies based in Canada at a glance

As of Sep 28, 2026

36.9%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

18.5%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 124 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 CRM companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “financial services CRM companies”. 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 CRM companies), 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 CRM companies, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 411 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 CRM companies, 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 CRM companies are there based in Canada?

RevenueBase identified 124 financial services CRM companies headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

MICA, headquartered in Quebec, tops this list with the largest team on record.

Which city has the most financial services CRM companies?

Toronto leads with 23 headquartered companies, followed by Vancouver (9) and Calgary (8).

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 411 verified decision-maker contacts tracked across these 124 companies.

How current is this list?

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

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About this data

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