Company lists · Data refreshed September 2026

Top 25 Financial services platforms based in Canada

RevenueBase identified 158 financial services platforms headquartered in Canada as of September 2026 and tracks 97,659 professional contacts across them, including 43,842 with verified work emails. Toronto is the largest hub.

This list covers financial services platforms 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 14, 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 14, 2026 86% judged on-target in blind review
158Companies
97,659Contacts tracked
43,842Verified emails
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The 25 largest financial services platforms based in Canada

Ranked by team size
Top 25 of 158 financial services platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to financial services platforms: 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 14, 202610001+89,553 contacts →

Indirect evidence

“The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceToronto, ON, CanadaHQ checked Sep 14, 20261,001-5,0001,929 contacts →

Indirect evidence

“Better than your bank.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceToronto, ON, CanadaHQ checked Sep 14, 20261,001-5,0001,784 contacts →

Partial evidence

“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceCalgary, MB, CanadaHQ checked Sep 14, 2026501-1,0001,046 contacts →

Partial evidence

“Neo is a Canadian financial technology company built to help people get what they’ve earned.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceToronto, ON, CanadaHQ checked Sep 14, 2026201-500530 contacts →

Partial evidence

“Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceToronto, ON, CanadaHQ checked Sep 14, 202651-200102 contacts →

Partial evidence

“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 14, 2026201-50099 contacts →

Partial evidence

“Purpose Unlimited is an independent company that’s creating the future of financial services.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 14, 202651-20093 contacts →

Partial evidence

“Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments, giving businesses the infrastructure to build and deliver seamless…”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceToronto, CanadaHQ checked Sep 14, 202651-20087 contacts →

Partial evidence

“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceCalgary, AB, CanadaHQ checked Sep 14, 202651-20078 contacts →

Partial evidence

“Whether you're a financial services provider or a fintech innovator, our tech-driven products are designed to elevate your business with modern solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 14, 202611-5061 contacts →

Indirect evidence

“Berkeley is a technology company that makes FinTech possible for any organization and enables to easily build, launch, and scale their own white-label banking, payments, and card…”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceSurrey, BC, CanadaHQ checked Sep 14, 202651-20056 contacts →

Partial evidence

“For over 50 years, Amur Financial has been providing Canadian borrowers and investors with an alternative to the conventional banking model; and although the market has recently…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceHamilton, ON, CanadaHQ checked Sep 14, 202611-5055 contacts →

Indirect evidence

“One Super App to Transact and Build Credit.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceVancouver, BC, CanadaHQ checked Sep 14, 2026201-50055 contacts →

Indirect evidence

“WeCopyFintech - The Future of Integrated Trading We define the modern trading landscape by bridging the gap between talent and capital.”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceToronto, ON, CanadaHQ checked Sep 14, 202611-5054 contacts →

Strong evidence

“Portage is a global investment platform focused on fintech and financial services.”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceMontreal, QC, CanadaHQ checked Sep 14, 202651-20051 contacts →

Strong evidence

“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceMontreal, QC, CanadaHQ checked Sep 14, 202611-5046 contacts →

Partial evidence

“At Finlogik, we develop a passion for financial innovation.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceVancouver, BC, CanadaHQ checked Sep 14, 2026201-50045 contacts →

Strong evidence

“VoPay’s Fintech-as-a-Service platform enables software applications to embed payments and financial services into their core solution without building and maintaining complex…”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceMontreal, QC, CanadaHQ checked Sep 14, 202611-5033 contacts →

Partial evidence

“At Finlogik, we develop a passion for financial innovation.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceClarington, ON, CanadaHQ checked Sep 14, 202651-20032 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
21Strong evidenceToronto, ON, CanadaHQ checked Sep 14, 202611-5024 contacts →

Strong 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 14, 2026
22Indirect evidenceToronto, ON, CanadaHQ checked Sep 14, 202611-5020 contacts →

Indirect evidence

“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceMontreal, QC, CanadaHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“Inovestor Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
24Strong evidenceVancouver, BC, CanadaHQ checked Sep 14, 202611-5018 contacts →

Strong evidence

“Finhaven™ is a financial services and technology company with a capital markets platform built on Distributed Ledger Technology (DLT) and digital securities that removes friction…”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceCalgary, AB, CanadaHQ checked Sep 14, 202611-5017 contacts →

Partial evidence

“At Tua we're blending humanity and technology to make affordable financial products accessible to all.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 158 financial services platforms based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 43,842 reachable decision-makers.

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Financial services platforms based in Canada at a glance

As of Sep 14, 2026
44.9%Verified-email coverage
618.1Average contacts per company
11-50Median size (employees)
39.2%Largest-city concentration · Toronto
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
74
51-200
17
201-500
6
501-1,000
2
1,001-5,000
2
5,001-10,000
1
10001+
1

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 158 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 43,842 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 14, 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.

Financial services platforms by metro

  • Financial services platforms in Toronto62

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 platforms, 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 platforms are there based in Canada?

RevenueBase identified 158 financial services platforms 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?

TD, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most financial services platforms?

Toronto leads with 62 headquartered companies, followed by Vancouver (18) and Montreal (14).

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 43,842 verified decision-maker contacts tracked across these 158 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 14, 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.