Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 205 companies tracked

RevenueBase identified 205 fintech wealth platforms headquartered in 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 fintech wealth platforms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

205Companies

8,916Contacts tracked

1,874Verified emails

790Mobile numbers

Unlock all 205 companies Free signup · no credit card · 500 free credits

The 25 largest fintech wealth platforms based in Canada

Ranked by team size

Top 25 of 205 fintech wealth platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names fintech wealth platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Questrade Financial GroupIndirect evidence	Toronto, ON, Canada	1,001-5,000	1,756
	“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Source: company website · checked Sep 2, 2026
2	CroesusPartial evidence	Toronto, ON, Canada	201-500	240
	“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: company website · checked Sep 2, 2026
3	UniverisPartial evidence	Toronto, ON, Canada	51-200	139
	“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: company website · checked Sep 2, 2026
4	OTT Financial GroupIndirect evidence	Montreal, QC, Canada	51-200	103
	“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Source: company website · checked Sep 2, 2026
5	OnevestPartial evidence	Toronto, Canada	51-200	91
	“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: company website · checked Sep 2, 2026
6	D1g1tStrong evidence	Toronto, ON, Canada	51-200	88
	“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: company website · checked Sep 2, 2026
7	Cibc Investor S EdgeIndirect evidence	Toronto, ON, Canada	501-1,000	72
	“CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Source: company website · checked Sep 2, 2026
8	3macs, A Division Of Raymond JamesIndirect evidence	Montreal, QC, Canada	201-500	64
	“In 2016 Raymond James Ltd.” Source: company website · checked Sep 2, 2026
9	WecopytradeIndirect evidence	Vancouver, BC, Canada	201-500	54
	“WeCopyFintech - The Future of Integrated Trading We define the modern trading landscape by bridging the gap between talent and capital.” Source: company website · checked Sep 2, 2026
10	Mako Financial TechnologiesPartial evidence	Vancouver, BC, Canada	51-200	50
	“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Source: company website · checked Sep 2, 2026
11	Bellwether Investment ManagementIndirect evidence	Antigonish, NS, Canada	51-200	42
	“Bellwether Investment Management Inc.” Source: company website · checked Sep 2, 2026
12	QtradeIndirect evidence	Vancouver, BC, Canada	501-1,000	39
	“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.” Source: company website · checked Sep 2, 2026
13	Finlogik INCIndirect evidence	Montreal, QC, Canada	11-50	33
	“At Finlogik, we develop a passion for financial innovation.” Source: company website · checked Sep 2, 2026
14	Ndex Systems INCPartial evidence	Montreal, QC, Canada	11-50	28
	“NDEX Systems specializes in financial data and wealth management.” Source: company website · checked Sep 2, 2026
15	Ticoon TechnologyStrong evidence	Toronto, ON, Canada	11-50	24
	“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: company website · checked Sep 2, 2026
16	Cypress Capital Management LTDIndirect evidence	Vancouver, BC, Canada	11-50	20
	“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.” Source: company website · checked Sep 2, 2026
17	PortfoliohiwayIndirect evidence	Toronto, ON, Canada	11-50	20
	“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: company website · checked Sep 2, 2026
18	Generation Iacp INCIndirect evidence	Toronto, ON, Canada	11-50	19
	“Established in 1998, Generation IACP Inc.” Source: company website · checked Sep 2, 2026
19	PortfolioxpresswayPartial evidence	Toronto, ON, Canada	11-50	16
	“Client experience is becoming a competitive differentiator in wealth management.” Source: company website · checked Sep 2, 2026
20	Foundation Wealth PartnersPartial evidence	Toronto, ON, Canada	11-50	15
	“Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Source: company website · checked Sep 2, 2026
21	Parallel Wealth Financial GroupIndirect evidence	Langley, BC, Canada	11-50	15
	“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: company website · checked Sep 2, 2026
22	Tactex Asset ManagementPartial evidence	Montreal, Canada	11-50	13
	“Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Source: company website · checked Sep 2, 2026
23	ModernadvisorIndirect evidence	Vancouver, BC, Canada	11-50	12
	“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: company website · checked Sep 2, 2026
24	PolicybookStrong evidence	Montreal, QC, Canada	11-50	9
	“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.” Source: company website · checked Sep 2, 2026
25	WealthicaPartial evidence	Toronto, ON, Canada	11-50	9
	“Each day, Wealthica connects to your financial institutions and saves all your transaction history.” Source: company website · checked Sep 2, 2026

Showing 25 of 205 fintech wealth platforms based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,874 reachable decision-makers.

Free signup · no credit card

See all 205 companies

Fintech wealth platforms based in Canada at a glance

As of Sep 2, 2026

1-10Median size (employees)

TorontoLargest hub · 61 HQs

790Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

126

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among fintech wealth platforms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence 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, 1,874 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 2, 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 platforms by metro

Fintech wealth platforms in Toronto61

Frequently asked

How many fintech wealth platforms are there based in Canada?

RevenueBase identified 205 fintech wealth platforms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Questrade Financial Group, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most fintech wealth platforms?

Toronto leads with 61 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,874 verified decision-maker contacts tracked across these 205 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 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.

Get the full list

Related lists

Fintech wealth platforms by geography

Browse the directory

Browse: Companies home · All Canada lists · All Fintech wealth platforms lists · New lists

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.