Company lists · Data refreshed October 2026
Top 25 Financial services platforms based in Canada
RevenueBase identified 171 company matches for financial services platforms associated with Canada as of October 2026 and tracks 7,631 professional contacts across them, including 3,443 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial services platforms 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 October 1, 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 platforms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,929 contacts → | ||||
Exact match “Better than your bank.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 1,784 contacts → | ||||
Exact match “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 530 contacts → | ||||
Exact match “Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 202 contacts → | ||||
Exact match “FISPAN transforms businesses’ financial operations by seamlessly integrating banking capabilities into their enterprise resource planning (ERP) system or accounting software.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 125 contacts → | ||||
Exact match “We are a leading provider of digital technology, integration and payments solutions to credit unions and financial institutions across Canada.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 124 contacts → | ||||
Exact match “Portfolio+ is the trusted banking platform behind the day-to-day operations of financial institutions across Canada.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 102 contacts → | ||||
Exact match “OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 99 contacts → | ||||
Exact match “Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 93 contacts → | ||||
Exact match “Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments, giving businesses the infrastructure to build and deliver seamless…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 87 contacts → | ||||
Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 78 contacts → | ||||
Exact match “Whether you're a financial services provider or a fintech innovator, our tech-driven products are designed to elevate your business with modern solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 61 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 56 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 55 contacts → | ||||
Exact match “One Super App to Transact and Build Credit.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 55 contacts → | ||||
Exact match “WeCopyFintech - The Future of Integrated Trading We define the modern trading landscape by bridging the gap between talent and capital.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 54 contacts → | ||||
Exact match “Portage is a global investment platform focused on fintech and financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 51 contacts → | ||||
Exact match “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 46 contacts → | ||||
Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 45 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 33 contacts → | ||||
Exact match “Smart Solution has provided innovative digital financial management solutions to financial institutions worldwide since 1985.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 33 contacts → | ||||
Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 32 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 20 contacts → | ||||
Exact match “Highgate Systems is a trusted provider of banking, software and lending solutions to international banking and financial institutions.” Recorded in the RevenueBase company graph · Oct 1, 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 platforms”. 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 171 financial services platforms based in Canada
See the full list, filter by size, metro and specialty, and access 3,443 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services platforms based in Canada at a glance
As of Oct 1, 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 171 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 platforms” 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 3,443 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 1, 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.
Financial services platforms by metro
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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services platforms are there based in Canada?
RevenueBase identified 171 company matches for financial services platforms associated with 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?
Wealthsimple tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services platforms?
Toronto leads with 64 company records, followed by Vancouver (18) and Montreal (15).
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 3,443 professional contacts with verified work emails tracked across these 171 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 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 171 financial services platforms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial services platforms by geography
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
- Financial services platforms based in Tallinn, Estonia
- Financial services platforms based in Paris, France
- Financial services platforms based in Berlin, Germany
- Financial services platforms based in Hong Kong, Hong Kong
- Financial services platforms based in Ahmedabad, India
- Financial services platforms based in Bangalore, India
Browse the directory
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 platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
Company intelligence · public preview
Top 25 financial services platforms 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 171 matching company records for financial services platforms based in Canada, with 7,631 tracked contacts and 3,443 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: October 1, 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 platforms 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 |  Wealthsimplewealthsimple.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,929 contacts → |
“Better than your bank.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Questrade Financial Groupquestrade.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Propel Holdingspropelholdings.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 530 contacts → |
“Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fispanfispan.comHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 202 contacts → |
“FISPAN transforms businesses’ financial operations by seamlessly integrating banking capabilities into their enterprise resource planning (ERP) system or accounting software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Celerocelero.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 125 contacts → |
“We are a leading provider of digital technology, integration and payments solutions to credit unions and financial institutions across Canada.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Portfolioportfolioplus.comHQ: Stouffville, ON, CanadaReported employees: 51-200 | Stouffville, ON, Canada | 51-200 | Exact match | 124 contacts → |
“Portfolio+ is the trusted banking platform behind the day-to-day operations of financial institutions across Canada.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  OTT Financial Groupott.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 102 contacts → |
“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Purpose Unlimitedpurpose-unlimited.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 99 contacts → |
“Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Flinksflinks.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments, giving businesses the infrastructure to build and deliver seamless…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Onevestonevest.comHQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Digital Commerce Groupdc-payments.caHQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 78 contacts → |
“Whether you're a financial services provider or a fintech innovator, our tech-driven products are designed to elevate your business with modern solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Berkeley Paymentsberkeleypayment.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 61 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Amur Financial Groupamurfinancialgroup.caHQ: Surrey, BC, CanadaReported employees: 51-200 | Surrey, BC, Canada | 51-200 | Exact match | 56 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Expedierexpedier.coHQ: Hamilton, ON, CanadaReported employees: 11-50 | Hamilton, ON, Canada | 11-50 | Exact match | 55 contacts → |
“One Super App to Transact and Build Credit.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wecopytradewecopytrade.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 55 contacts → |
“WeCopyFintech - The Future of Integrated Trading We define the modern trading landscape by bridging the gap between talent and capital.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Portageportageinvest.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Portage is a global investment platform focused on fintech and financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mako Financial Technologiesmakofintech.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finlogik Offshore Solutionscanaccordgenuity.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 46 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  VOPAYvopay.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 45 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Smart Solutionsmartsolution.comHQ: Aurora, ON, CanadaReported employees: 11-50 | Aurora, ON, Canada | 11-50 | Exact match | 33 contacts → |
“Smart Solution has provided innovative digital financial management solutions to financial institutions worldwide since 1985.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Finlogik INCfinlogik.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 33 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Groupe Technologies Desjardins INCdesjardins.com HQ: Clarington, ON, CanadaReported employees: 51-200 | Clarington, ON, Canada | 51-200 | Exact match | 32 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Portfoliohiwayportfoliohiway.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Highgate Systems INChighgatesystems.comHQ: Mississauga, ON, CanadaReported employees: 51-200 | Mississauga, ON, Canada | 51-200 | Exact match | 20 contacts → |
“Highgate Systems is a trusted provider of banking, software and lending solutions to international banking and financial institutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 171 company matches
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Financial services platforms: dataset insights
October 1, 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
170 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 171 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: October 1, 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 ↗
Financial services platforms by metro
Questions about this company list
What does Exact match mean for financial services platforms?
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 platforms did RevenueBase find based in Canada?
The saved snapshot records 171 matching company records, 7,631 tracked contacts and 3,443 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: October 1, 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 platforms by geography
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
- Financial services platforms based in Tallinn, Estonia
- Financial services platforms based in Paris, France
- Financial services platforms based in Berlin, Germany
- Financial services platforms based in Hong Kong, Hong Kong
- Financial services platforms based in Ahmedabad, India
- Financial services platforms based in Bangalore, India
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial services platforms based in Canada. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-services-platforms/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 platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
Company intelligence · public preview
Top 25 financial services platforms based in Canada
RevenueBase records 171 matching company records for financial services platforms based in Canada, with 7,631 tracked contacts and 3,443 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: October 1, 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 platforms 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 | Wealthsimplewealthsimple.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,929 contacts → |
“Better than your bank.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Questrade Financial Groupquestrade.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Propel Holdingspropelholdings.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 530 contacts → |
“Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fispanfispan.com HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 202 contacts → |
“FISPAN transforms businesses’ financial operations by seamlessly integrating banking capabilities into their enterprise resource planning (ERP) system or accounting software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Celerocelero.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 125 contacts → |
“We are a leading provider of digital technology, integration and payments solutions to credit unions and financial institutions across Canada.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Portfolioportfolioplus.com HQ: Stouffville, ON, CanadaReported employees: 51-200 | Stouffville, ON, Canada | 51-200 | Exact match | 124 contacts → |
“Portfolio+ is the trusted banking platform behind the day-to-day operations of financial institutions across Canada.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OTT Financial Groupott.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 102 contacts → |
“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Purpose Unlimitedpurpose-unlimited.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 99 contacts → |
“Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Flinksflinks.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments, giving businesses the infrastructure to build and deliver seamless…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Onevestonevest.com HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Digital Commerce Groupdc-payments.ca HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 78 contacts → |
“Whether you're a financial services provider or a fintech innovator, our tech-driven products are designed to elevate your business with modern solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Berkeley Paymentsberkeleypayment.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 61 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Amur Financial Groupamurfinancialgroup.ca HQ: Surrey, BC, CanadaReported employees: 51-200 | Surrey, BC, Canada | 51-200 | Exact match | 56 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Expedierexpedier.co HQ: Hamilton, ON, CanadaReported employees: 11-50 | Hamilton, ON, Canada | 11-50 | Exact match | 55 contacts → |
“One Super App to Transact and Build Credit.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wecopytradewecopytrade.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 55 contacts → |
“WeCopyFintech - The Future of Integrated Trading We define the modern trading landscape by bridging the gap between talent and capital.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Portageportageinvest.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Portage is a global investment platform focused on fintech and financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mako Financial Technologiesmakofintech.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finlogik Offshore Solutionscanaccordgenuity.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 46 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | VOPAYvopay.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 45 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Smart Solutionsmartsolution.com HQ: Aurora, ON, CanadaReported employees: 11-50 | Aurora, ON, Canada | 11-50 | Exact match | 33 contacts → |
“Smart Solution has provided innovative digital financial management solutions to financial institutions worldwide since 1985.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Finlogik INCfinlogik.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 33 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Groupe Technologies Desjardins INCdesjardins.com HQ: Clarington, ON, CanadaReported employees: 51-200 | Clarington, ON, Canada | 51-200 | Exact match | 32 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Portfoliohiwayportfoliohiway.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Highgate Systems INChighgatesystems.com HQ: Mississauga, ON, CanadaReported employees: 51-200 | Mississauga, ON, Canada | 51-200 | Exact match | 20 contacts → |
“Highgate Systems is a trusted provider of banking, software and lending solutions to international banking and financial institutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 171 company matches
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Financial services platforms: dataset insights
October 1, 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
170 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 171 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: October 1, 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 ↗
Financial services platforms by metro
Questions about this company list
What does Exact match mean for financial services platforms?
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 platforms did RevenueBase find based in Canada?
The saved snapshot records 171 matching company records, 7,631 tracked contacts and 3,443 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: October 1, 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.
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial services platforms based in Canada. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-services-platforms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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