Company lists · Data refreshed September 2026

Top 25 Fintech wealth advisors based in Canada

Name: Fintech wealth advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 236 companies tracked

RevenueBase identified 236 fintech wealth advisors headquartered in Canada as of September 2026 and tracks 2,758 professional contacts across them, including 916 with verified work emails. Toronto is the largest hub.

This list covers fintech wealth advisors 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 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

236Companies

2,758Contacts tracked

916Verified emails

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The 25 largest fintech wealth advisors based in Canada

Ranked by team size

Top 25 of 236 fintech wealth advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Croesus	Partial evidence	Laval, QC, CanadaHQ checked Sep 28, 2026	201-500	238 contacts →
	Partial evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 28, 2026
2	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Indirect evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 28, 2026
3	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 28, 2026
4	Onevest	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 28, 2026
5	Tricert	Indirect evidence	Waterloo, ON, CanadaHQ checked Sep 28, 2026	51-200	52 contacts →
	Indirect evidence “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: RevenueBase Database · checked Sep 28, 2026
6	Mako Financial Technologies	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	51-200	51 contacts →
	Indirect 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 28, 2026
7	Bellwether Investment Management	Indirect evidence	Oakville, ON, CanadaHQ checked Sep 28, 2026	51-200	42 contacts →
	Indirect evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 28, 2026
8	Groupe Financier Stratège INC	Indirect evidence	Québec, QC, CanadaHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Source: RevenueBase Database · checked Sep 28, 2026
9	Finlogik INC	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 28, 2026
10	Ndex Systems	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
11	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	24 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 28, 2026
12	Advisor Websites	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Amaze and delight visitors online with strategically personalized websites and digital marketing solutions for financial advisors, built with your target audience in mind to help…” Source: RevenueBase Database · checked Sep 28, 2026
13	Wealth Stewards INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
14	Innova Wealth Partners	Indirect evidence	Sudbury, ON, CanadaHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Source: RevenueBase Database · checked Sep 28, 2026
15	Portfoliohiway	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	20 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 28, 2026
16	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 28, 2026
17	Portfolioxpressway	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Client experience is becoming a competitive differentiator in wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
18	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
19	sofistic.ai	Strong evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial…” Source: RevenueBase Database · checked Sep 28, 2026
20	Lifeplan Investments	Indirect evidence	Markham, ON, CanadaHQ checked Sep 28, 2026	51-200	16 contacts →
	Indirect evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 28, 2026
21	Foundation Wealth Partners	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Source: RevenueBase Database · checked Sep 28, 2026
22	Parallel Wealth Financial Group	Partial evidence	Langley, BC, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Whether you're planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs.” Source: RevenueBase Database · checked Sep 28, 2026
23	Veritable Wealth Advisory	Strong evidence	Burlington, ON, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise.” Source: RevenueBase Database · checked Sep 28, 2026
24	Tactex Asset Management	Indirect evidence	Montréal, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Source: RevenueBase Database · checked Sep 28, 2026
25	Green Private Wealth	Partial evidence	Woodstock, ON, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Green Private Wealth is a discretionary wealth management practice focused on helping investors achieve their goals through building wealth and managing risk.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fintech wealth advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fintech wealth advisors.
Partial evidence: Its own public description names part of fintech wealth advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 236 fintech wealth advisors based in Canada

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Fintech wealth advisors based in Canada at a glance

As of Sep 28, 2026

33.2%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

19.9%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

163

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 236 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 wealth 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 Canada whose own description of what they do matches “fintech wealth 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 wealth 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 wealth advisors, 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, 916 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.

Fintech wealth advisors by metro

Fintech wealth advisors in Toronto47

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 wealth 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 wealth advisors are there based in Canada?

RevenueBase identified 236 fintech wealth advisors 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?

Croesus, headquartered in Laval, tops this list with the largest team on record.

Which city has the most fintech wealth advisors?

Toronto leads with 47 headquartered companies, followed by Vancouver (21) and Calgary (13).

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 916 verified decision-maker contacts tracked across these 236 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.