Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms based in Canada
RevenueBase identified 205 company matches for fintech wealth platforms associated with Canada as of September 2026 and tracks 8,916 professional contacts across them, including 1,874 with verified work emails and 790 with mobile numbers. Toronto is the largest hub.
This list covers company matches for fintech wealth 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 September 2, 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 fintech wealth platforms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,756 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 240 contacts → | ||||
Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 139 contacts → | ||||
Exact match “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 103 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 91 contacts → | ||||
Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 88 contacts → | ||||
Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 72 contacts → | ||||
Exact match “CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 64 contacts → | ||||
Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 54 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 50 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 42 contacts → | ||||
Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 39 contacts → | ||||
Exact match “With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 33 contacts → | ||||
Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 28 contacts → | ||||
Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 20 contacts → | ||||
Exact match “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 19 contacts → | ||||
Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “Client experience is becoming a competitive differentiator in wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 15 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 12 contacts → | ||||
Exact match “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 9 contacts → | ||||
Exact match “Each day, Wealthica connects to your financial institutions and saves all your transaction history.” Recorded in the RevenueBase company graph · Sep 2, 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 “fintech wealth 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 205 fintech wealth platforms based in Canada
See the full list, filter by size, metro and specialty, and access 1,874 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech wealth platforms based in Canada at a glance
As of Sep 2, 2026Companies by employee count
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 “fintech wealth 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 1,874 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 September 2, 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.
Fintech wealth 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 “fintech wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth platforms are there based in Canada?
RevenueBase identified 205 company matches for fintech wealth platforms associated with Canada as of September 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?
Questrade Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech wealth platforms?
Toronto leads with 61 company records, followed by Vancouver (19) 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 1,874 professional contacts with verified work emails tracked across these 205 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 September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 205 fintech wealth platforms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Fintech wealth platforms by geography
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
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
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
Company intelligence · public preview
Top 25 fintech wealth 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 205 matching company records for fintech wealth platforms based in Canada, with 8,916 tracked contacts and 1,874 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: September 2, 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 fintech wealth 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 |  Questrade Financial Groupquestrade.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,756 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Croesuscroesus.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 201-500 | HQ not recorded; location: Toronto, ON, Canada | 201-500 | Exact match | 240 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Univerisuniveris.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Toronto, ON, Canada | 51-200 | Exact match | 139 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  OTT Financial Groupott.caHQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 51-200 | HQ not recorded; location: Montreal, QC, Canada | 51-200 | Exact match | 103 contacts → |
“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Onevestonevest.comHQ: HQ not recorded; location: Toronto, CanadaReported employees: 51-200 | HQ not recorded; location: Toronto, Canada | 51-200 | Exact match | 91 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  D1g1td1g1t.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Toronto, ON, Canada | 51-200 | Exact match | 88 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Cibc Investor S Edgeinvestorsedge.cibc.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 501-1,000 | HQ not recorded; location: Toronto, ON, Canada | 501-1,000 | Exact match | 72 contacts → |
“CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  3macs, A Division Of Raymond Jamesraymondjames.caHQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 201-500 | HQ not recorded; location: Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wecopytradewecopytrade.comHQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 201-500 | HQ not recorded; location: Vancouver, BC, Canada | 201-500 | Exact match | 54 contacts → |
“WeCopyFintech - The Future of Integrated Trading We define the modern trading landscape by bridging the gap between talent and capital.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mako Financial Technologiesmakofintech.comHQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 51-200 | HQ not recorded; location: Vancouver, BC, Canada | 51-200 | Exact match | 50 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bellwether Investment Managementbellvest.caHQ: HQ not recorded; location: Antigonish, NS, CanadaReported employees: 51-200 | HQ not recorded; location: Antigonish, NS, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Qtradeqtrade.caHQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 501-1,000 | HQ not recorded; location: Vancouver, BC, Canada | 501-1,000 | Exact match | 39 contacts → |
“With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Finlogik INCfinlogik.comHQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, QC, Canada | 11-50 | Exact match | 33 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ndex Systems INCndexsystems.comHQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, QC, Canada | 11-50 | Exact match | 28 contacts → |
“NDEX Systems specializes in financial data and wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ticoon Technologyticoon.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Cypress Capital Management LTDcypresscap.comHQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 11-50 | HQ not recorded; location: Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Portfoliohiwayportfoliohiway.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Generation Iacp INCgenerationiacp.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Portfolioxpresswayportfolioxpressway.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Client experience is becoming a competitive differentiator in wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Foundation Wealth Partnersfoundationwealth.caHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Parallel Wealth Financial Groupparallelwealth.comHQ: HQ not recorded; location: Langley, BC, CanadaReported employees: 11-50 | HQ not recorded; location: Langley, BC, Canada | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Tactex Asset Managementtactex.caHQ: HQ not recorded; location: Montreal, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, Canada | 11-50 | Exact match | 13 contacts → |
“Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Modernadvisormodernadvisor.caHQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 11-50 | HQ not recorded; location: Vancouver, BC, Canada | 11-50 | Exact match | 12 contacts → |
“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Policybookpolicybook.comHQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Wealthicawealthica.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Each day, Wealthica connects to your financial institutions and saves all your transaction history.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 205 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
203 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth 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 fintech wealth platforms did RevenueBase find based in Canada?
The saved snapshot records 205 matching company records, 8,916 tracked contacts and 1,874 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: September 2, 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
Fintech wealth platforms by geography
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in Canada. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-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
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
Company intelligence · public preview
Top 25 fintech wealth platforms based in Canada
RevenueBase records 205 matching company records for fintech wealth platforms based in Canada, with 8,916 tracked contacts and 1,874 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: September 2, 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 fintech wealth 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 | Questrade Financial Groupquestrade.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,756 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Croesuscroesus.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 201-500 | HQ not recorded; location: Toronto, ON, Canada | 201-500 | Exact match | 240 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Univerisuniveris.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Toronto, ON, Canada | 51-200 | Exact match | 139 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | OTT Financial Groupott.ca HQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 51-200 | HQ not recorded; location: Montreal, QC, Canada | 51-200 | Exact match | 103 contacts → |
“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Onevestonevest.com HQ: HQ not recorded; location: Toronto, CanadaReported employees: 51-200 | HQ not recorded; location: Toronto, Canada | 51-200 | Exact match | 91 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | D1g1td1g1t.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Toronto, ON, Canada | 51-200 | Exact match | 88 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cibc Investor S Edgeinvestorsedge.cibc.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 501-1,000 | HQ not recorded; location: Toronto, ON, Canada | 501-1,000 | Exact match | 72 contacts → |
“CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 3macs, A Division Of Raymond Jamesraymondjames.ca HQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 201-500 | HQ not recorded; location: Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wecopytradewecopytrade.com HQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 201-500 | HQ not recorded; location: Vancouver, BC, Canada | 201-500 | Exact match | 54 contacts → |
“WeCopyFintech - The Future of Integrated Trading We define the modern trading landscape by bridging the gap between talent and capital.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mako Financial Technologiesmakofintech.com HQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 51-200 | HQ not recorded; location: Vancouver, BC, Canada | 51-200 | Exact match | 50 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bellwether Investment Managementbellvest.ca HQ: HQ not recorded; location: Antigonish, NS, CanadaReported employees: 51-200 | HQ not recorded; location: Antigonish, NS, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Qtradeqtrade.ca HQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 501-1,000 | HQ not recorded; location: Vancouver, BC, Canada | 501-1,000 | Exact match | 39 contacts → |
“With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finlogik INCfinlogik.com HQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, QC, Canada | 11-50 | Exact match | 33 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ndex Systems INCndexsystems.com HQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, QC, Canada | 11-50 | Exact match | 28 contacts → |
“NDEX Systems specializes in financial data and wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ticoon Technologyticoon.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cypress Capital Management LTDcypresscap.com HQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 11-50 | HQ not recorded; location: Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Portfoliohiwayportfoliohiway.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Generation Iacp INCgenerationiacp.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Portfolioxpresswayportfolioxpressway.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Client experience is becoming a competitive differentiator in wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Foundation Wealth Partnersfoundationwealth.ca HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Parallel Wealth Financial Groupparallelwealth.com HQ: HQ not recorded; location: Langley, BC, CanadaReported employees: 11-50 | HQ not recorded; location: Langley, BC, Canada | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tactex Asset Managementtactex.ca HQ: HQ not recorded; location: Montreal, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, Canada | 11-50 | Exact match | 13 contacts → |
“Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Modernadvisormodernadvisor.ca HQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 11-50 | HQ not recorded; location: Vancouver, BC, Canada | 11-50 | Exact match | 12 contacts → |
“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Policybookpolicybook.com HQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 11-50 | HQ not recorded; location: Montreal, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealthicawealthica.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 11-50 | HQ not recorded; location: Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Each day, Wealthica connects to your financial institutions and saves all your transaction history.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 205 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
203 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth 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 fintech wealth platforms did RevenueBase find based in Canada?
The saved snapshot records 205 matching company records, 8,916 tracked contacts and 1,874 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: September 2, 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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Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in Canada. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-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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