Company lists · Data refreshed October 2026

Top 8 Financial services investment managers based in Ottawa, Canada

RevenueBase identified 31 company matches for financial services investment managers associated with Ottawa, Canada as of October 2026 and tracks 134 professional contacts across them, including 60 with verified work emails. Across Canada, Toronto is the largest hub for this category (219 companies); Ottawa has 31.

This list covers company matches for financial services investment managers associated with Ottawa, 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 October 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built
31Companies
134Contacts tracked
60Verified emails
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The 8 largest financial services investment managers based in Ottawa, Canada

Ranked by team size
Top 8 of 31 company matches for financial services investment managers based in Ottawa, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 202611-5035 contacts →

Exact match

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 20261-1011 contacts →

Exact match

“The team at Moore Wrinn Financial Group Inc.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 202611-5011 contacts →

Exact match

“We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 20261-109 contacts →

Exact match

“CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 202611-506 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 20261-105 contacts →

Exact match

“Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Foundation Private Wealth Management is an independent wealth management firm founded in 2009.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchOttawa, ON, CanadaHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 8 of 31 financial services investment managers based in Ottawa, Canada

See the full list, filter by size, metro and specialty, and access 60 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investment managers based in Ottawa, Canada at a glance

As of Oct 12, 2026
44.8%Verified-email coverage
4.3Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
5
10001+
1

Email recency for this list is measured across the whole Canada list rather than for Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 31 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 Ottawa, Canada whose business descriptions match “financial services investment managers” 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 60 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 October 12, 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 investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Ottawa, Canada?

RevenueBase identified 31 company matches for financial services investment managers associated with Ottawa, Canada as of October 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?

Capcorp Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most financial services investment managers?

Toronto leads Canada with 219 company records, followed by Vancouver (90) and Calgary (85). Ottawa has 31.

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 60 professional contacts with verified work emails tracked across these 31 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 October 12, 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 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.