Company lists · Data refreshed September 2026

Top 20 Fintech investment advisors based in Toronto, Canada

RevenueBase identified 57 fintech investment advisors headquartered in Toronto, Canada as of September 2026 and tracks 363 professional contacts across them, including 140 with verified work emails. Across Canada, Toronto is the largest hub for this category.

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

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
57Companies
363Contacts tracked
140Verified emails
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The 20 largest fintech investment advisors based in Toronto, Canada

Ranked by team size
Top 20 of 57 fintech investment advisors based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech investment advisors: 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, CanadaHQ checked Sep 28, 202651-20087 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5054 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5020 contacts →

Partial 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 28, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Established in 1998, Generation IACP Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Established in Generation PMCA Corp.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“You know where you want to go-we show you how to get there.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Investipal brings the work of running a wealth firm into one place.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“We’re a unique financial advisory firm.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceToronto, CanadaHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Investing isn't easy, but with zero commission trading and the popularity of cryptocurrencies and brokerages like Robinhood, people are entering the public markets in record…”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Financial Advisors Providing Holistic Financial Planning | Helping You Protect What Matters Most We’re a team of financial planning experts.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Financial industry has refused to change for a long time now.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceToronto, CanadaHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Allan Small is a Senior Investment Advisor with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“We believe you deserve better solutions that will grow your wealth and protect your life savings.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Pyramid Financial Planning was founded in 2010 from humble beginnings and has since experienced exponential growth in offering a multitude of personal financial planning services.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“We provide financial advisory services to global technology companies and investors.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“IT’S ABOUT YOU AND YOUR FUTURE We believe one of your most important financial decisions is choosing a professional advisor who is trustworthy, knowledgeable and above all, who…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 57 fintech investment advisors based in Toronto, Canada

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Fintech investment advisors based in Toronto, Canada at a glance

As of Sep 28, 2026
38.6%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
14
51-200
3

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 57 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 fintech investment advisors, 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 Toronto, Canada whose own description of what they do matches “fintech investment advisors”. 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 fintech investment advisors), 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 fintech investment advisors, and records with no verified work email. Companies headquartered outside Toronto 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, 140 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fintech investment advisors, 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 fintech investment advisors are there based in Toronto, Canada?

RevenueBase identified 57 fintech investment advisors headquartered in Toronto, 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?

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

Which city in Canada has the most fintech investment advisors?

Toronto leads Canada with 57 headquartered companies, followed by Vancouver (20) and Montreal (17).

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 140 verified decision-maker contacts tracked across these 57 companies.

How current is this list?

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

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About this data

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