Company lists · Data refreshed September 2026
Top 25 Financial services CRM companies based in Canada
RevenueBase identified 124 company matches for financial services CRM companies associated with 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 company matches for financial services CRM companies 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 services CRM companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 210 contacts → | ||||
Exact match “Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 146 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 125 contacts → | ||||
Exact match “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 69 contacts → | ||||
Exact match “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 61 contacts → | ||||
Exact match “Investments, Insurance, Advice” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 54 contacts → | ||||
Exact match “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 23 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “Acceinfo is a Canadian Company dedicated to architecting innovative solutions to accelerate your business processes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match “Integrity Tree Financial is a Financial Services Company that looks at clients holistically and puts their best interests first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “Global leader in CRM software for capital markets & investment banking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 8 contacts → | ||||
Exact match “Bloks is the Un-CRM for advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Offering a multitude of Insurance services, Financial services & Mortgages, with the culture of providing exceptional, unbiased advice tailored to each individual clients needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Corelogix is a premium CRM [customer relationship management] provider.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “At Ivory Planning Group, we make it simple to see the full financial picture.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Planifications financières, Conseils, Services Financiers, l'entreprise se spécialise dans le conseil aux particuliers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match Recorded description not available. 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 services CRM companies”. 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 124 financial services CRM companies based in Canada
See the full list, filter by size, metro and specialty, and access 411 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services CRM companies 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 124 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 services CRM companies” 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 411 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.
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 services CRM companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services CRM companies are there based in Canada?
RevenueBase identified 124 company matches for financial services CRM companies 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?
MICA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services CRM companies?
Toronto leads with 23 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 411 professional contacts with verified work emails tracked across these 124 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 124 financial services CRM companies based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
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 services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in France
Company intelligence · public preview
Top 25 financial services CRM companies 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 124 matching company records for financial services CRM companies based in Canada, with 1,115 tracked contacts and 411 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 services CRM companies 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 |  MICAmicasf.comHQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 210 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Maximizermaximizer.comHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 146 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Riva International, INCrivaengine.comHQ: Edmonton, AB, CanadaReported employees: 51-200 | Edmonton, AB, Canada | 51-200 | Exact match | 125 contacts → |
“Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Nexj Systemsnexj.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cooperatorslocal.cooperators.ca HQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 61 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Olympia Financial Group INColympiafinancial.comHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 54 contacts → |
“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ticoon Technologyticoon.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Vincent Associates INCvincentinc.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 23 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Acceinfoacceinfo.comHQ: Stouffville, ON, CanadaReported employees: 51-200 | Stouffville, ON, Canada | 51-200 | Exact match | 19 contacts → |
“Acceinfo is a Canadian Company dedicated to architecting innovative solutions to accelerate your business processes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Integrity Tree Financialintegritytree.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Integrity Tree Financial is a Financial Services Company that looks at clients holistically and puts their best interests first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tier1 Financial Solutionstier1fin.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 17 contacts → |
“Global leader in CRM software for capital markets & investment banking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lifeplan Investmentslifeplaninvestments.caHQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 16 contacts → |
“At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Agora Dealer Servicesagoracorp.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Laylahlaylah.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 12 contacts → |
“More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Blurootbluroot.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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. | |||||
| 17 |  BLOKSbloks.appHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Bloks is the Un-CRM for advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Murrick Insurance Services Langleymurricklangley.com HQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Offering a multitude of Insurance services, Financial services & Mortgages, with the culture of providing exceptional, unbiased advice tailored to each individual clients needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Corelogix Corporationcorelogix.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Corelogix is a premium CRM [customer relationship management] provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ivory Planning Groupivoryplanninggroup.caHQ: Langley, BC, CanadaReported employees: 1-10 | Langley, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Ivory Planning Group, we make it simple to see the full financial picture.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Services Financiers Eric F. Gosselin INCfinances-etc.com HQ: Saint-hubert, QC, CanadaReported employees: 1-10 | Saint-hubert, QC, Canada | 1-10 | Exact match | 5 contacts → |
“Planifications financières, Conseils, Services Financiers, l'entreprise se spécialise dans le conseil aux particuliers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Première Avenuepremiereavenue.net HQ: Victoriaville, QC, CanadaReported employees: 1-10 | Victoriaville, QC, Canada | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | K2financek2finance.ca HQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 4 contacts → |
“K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Bodyshop Boosterbodyshopbooster.comHQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | On Point Wealth And Risk Management INConpointwealth.ca HQ: Bowmanville, ON, CanadaReported employees: 1-10 | Bowmanville, ON, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 124 company matches
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Financial services CRM companies: 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
123 records in the displayed employee bands.
1 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 124 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 ↗
Questions about this company list
What does Exact match mean for financial services CRM companies?
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 services CRM companies did RevenueBase find based in Canada?
The saved snapshot records 124 matching company records, 1,115 tracked contacts and 411 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 services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-companies/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 services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in France
Company intelligence · public preview
Top 25 financial services CRM companies based in Canada
RevenueBase records 124 matching company records for financial services CRM companies based in Canada, with 1,115 tracked contacts and 411 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 services CRM companies 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 | MICAmicasf.com HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 210 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Maximizermaximizer.com HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 146 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Riva International, INCrivaengine.com HQ: Edmonton, AB, CanadaReported employees: 51-200 | Edmonton, AB, Canada | 51-200 | Exact match | 125 contacts → |
“Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Nexj Systemsnexj.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cooperatorslocal.cooperators.ca HQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 61 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Olympia Financial Group INColympiafinancial.com HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 54 contacts → |
“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ticoon Technologyticoon.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vincent Associates INCvincentinc.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 23 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Acceinfoacceinfo.com HQ: Stouffville, ON, CanadaReported employees: 51-200 | Stouffville, ON, Canada | 51-200 | Exact match | 19 contacts → |
“Acceinfo is a Canadian Company dedicated to architecting innovative solutions to accelerate your business processes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Integrity Tree Financialintegritytree.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Integrity Tree Financial is a Financial Services Company that looks at clients holistically and puts their best interests first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tier1 Financial Solutionstier1fin.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 17 contacts → |
“Global leader in CRM software for capital markets & investment banking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lifeplan Investmentslifeplaninvestments.ca HQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 16 contacts → |
“At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Agora Dealer Servicesagoracorp.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Laylahlaylah.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 12 contacts → |
“More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Blurootbluroot.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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. | |||||
| 17 | BLOKSbloks.app HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Bloks is the Un-CRM for advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Murrick Insurance Services Langleymurricklangley.com HQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Offering a multitude of Insurance services, Financial services & Mortgages, with the culture of providing exceptional, unbiased advice tailored to each individual clients needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Corelogix Corporationcorelogix.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Corelogix is a premium CRM [customer relationship management] provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ivory Planning Groupivoryplanninggroup.ca HQ: Langley, BC, CanadaReported employees: 1-10 | Langley, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Ivory Planning Group, we make it simple to see the full financial picture.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Services Financiers Eric F. Gosselin INCfinances-etc.com HQ: Saint-hubert, QC, CanadaReported employees: 1-10 | Saint-hubert, QC, Canada | 1-10 | Exact match | 5 contacts → |
“Planifications financières, Conseils, Services Financiers, l'entreprise se spécialise dans le conseil aux particuliers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Première Avenuepremiereavenue.net HQ: Victoriaville, QC, CanadaReported employees: 1-10 | Victoriaville, QC, Canada | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | K2financek2finance.ca HQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 4 contacts → |
“K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Bodyshop Boosterbodyshopbooster.com HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | On Point Wealth And Risk Management INConpointwealth.ca HQ: Bowmanville, ON, CanadaReported employees: 1-10 | Bowmanville, ON, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 124 company matches
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Financial services CRM companies: 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
123 records in the displayed employee bands.
1 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 124 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 ↗
Questions about this company list
What does Exact match mean for financial services CRM companies?
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 services CRM companies did RevenueBase find based in Canada?
The saved snapshot records 124 matching company records, 1,115 tracked contacts and 411 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 services CRM companies by geography
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- Financial services CRM companies based in New York, United States
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- Financial services CRM companies based in Brazil
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in Canada. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-companies/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
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- Financial services CRM companies based in Brazil
- Financial services CRM companies based in France