Company lists · Data refreshed September 2026
Top 25 Generative AI financial advisory companies based in Canada
RevenueBase identified 183 company matches for generative AI financial advisory companies associated with Canada as of September 2026 and tracks 1,653 professional contacts across them, including 768 with verified work emails. Toronto is the largest hub.
This list covers company matches for generative AI financial advisory companies 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 20, 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 generative AI financial advisory companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 180 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 93 contacts → | ||||
Exact match “Layer 6 is the AI research centre of excellence for TD Bank Group.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 84 contacts → | ||||
Exact match “Pyramidion Solutions is a technology company specializing in AI software development, Generative AI solutions, and Agentic AI systems that help organizations build intelligent…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 83 contacts → | ||||
Exact match “Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 28 contacts → | ||||
Exact match “Koïos Intelligence is a leader in AI-powered agents, transforming the insurance and financial sectors through advanced conversational AI.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “Pluvo | The AI-Native Infrastructure for Strategic Finance Every data-rich company runs into the same hidden bottleneck: a handful of people who actually understand how the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Senso has invented a new way for enterprises to unlock P&L impacting efficiency across their customer service workflows using Generative AI.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “Aggregate Intellect (A.I.) offers "fractional generative AI labs." This allows customers to tap into an on-demand pool of over AI engineers and researchers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “DecisioningIT mission is to create a new standard in automotive lending.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Sequencr AI is a hybrid technology and consulting company that helps marketing, sales, and communications teams turn the promise of generative AI into measurable impact.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “AI is the most important innovation of our lifetimes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Eon Labs Ltd is an innovative fintech startup specializing in the creation of advanced quantitative trading systems and strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Liquidity is the engine needed to growing private markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Ubineer is a leading AI-driven market intelligence platform for professional investors and research teams.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Mageska Capital develops innovative investment strategies combining AI and expertise for a sustainable financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “DealerAI is an AI communication system for North American auto groups and dealerships.” Recorded in the RevenueBase company graph · Sep 20, 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 “generative AI financial advisory companies”. 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 183 generative AI financial advisory companies based in Canada
See the full list, filter by size, metro and specialty, and access 768 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Generative AI financial advisory companies based in Canada at a glance
As of Sep 20, 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 183 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 “generative AI financial advisory companies” 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 768 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 20, 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.
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 “generative AI financial advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many generative AI financial advisory companies are there based in Canada?
RevenueBase identified 183 company matches for generative AI financial advisory companies 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?
Propel Holdings tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most generative AI financial advisory companies?
Toronto leads with 74 company records, followed by Montreal (24) and Vancouver (19).
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 768 professional contacts with verified work emails tracked across these 183 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 183 generative AI financial advisory companies based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Generative AI financial advisory companies by geography
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
- Generative AI financial advisory companies based in Chicago, United States
- Generative AI financial advisory companies based in Los Angeles, United States
- Generative AI financial advisory companies based in Miami, United States
- Generative AI financial advisory companies based in New York, United States
- Generative AI financial advisory companies based in Palo Alto, United States
- Generative AI financial advisory companies based in San Francisco, United States
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
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
Company intelligence · public preview
Top 25 generative AI financial advisory companies 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 183 matching company records for generative AI financial advisory companies based in Canada, with 1,653 tracked contacts and 768 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 20, 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 generative AI financial advisory companies 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 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Layer 6 AIlayer6.aiHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“Layer 6 is the AI research centre of excellence for TD Bank Group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Pyramidion Solutionspyramidions.comHQ: Brampton, ON, CanadaReported employees: 51-200 | Brampton, ON, Canada | 51-200 | Exact match | 84 contacts → |
“Pyramidion Solutions is a technology company specializing in AI software development, Generative AI solutions, and Agentic AI systems that help organizations build intelligent…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  boosted.aiboosted.aiHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Koïos Intelligencekoiosintelligence.caHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 28 contacts → |
“Koïos Intelligence is a leader in AI-powered agents, transforming the insurance and financial sectors through advanced conversational AI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  PLUVOpluvo.ioHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Pluvo | The AI-Native Infrastructure for Strategic Finance Every data-rich company runs into the same hidden bottleneck: a handful of people who actually understand how the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  sofistic.aisofistic.aiHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  SENSOsenso.aiHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Senso has invented a new way for enterprises to unlock P&L impacting efficiency across their customer service workflows using Generative AI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Aggregate Intellectai.scienceHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 16 contacts → |
“Aggregate Intellect (A.I.) offers "fractional generative AI labs." This allows customers to tap into an on-demand pool of over AI engineers and researchers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wealthyplanetwealthyplanet.comHQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 15 contacts → |
“WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Evovestevovest.comHQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 13 contacts → |
“Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Decisioningitdecisioning.itHQ: Montréal, CanadaReported employees: 11-50 | Montréal, Canada | 11-50 | Exact match | 12 contacts → |
“DecisioningIT mission is to create a new standard in automotive lending.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Castle Ridge Asset Managementcastleridgemgt.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Riskfuelriskfuel.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 10 contacts → |
“Sequencr AI is a hybrid technology and consulting company that helps marketing, sales, and communications teams turn the promise of generative AI into measurable impact.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Intrepid Growth Partnersintrepidgp.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“AI is the most important innovation of our lifetimes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  EON Labseonlabs.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 9 contacts → |
“Eon Labs Ltd is an innovative fintech startup specializing in the creation of advanced quantitative trading systems and strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Quantgate Systems, INCquantgatesystems.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  ALTQaltq.aiHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 7 contacts → |
“Liquidity is the engine needed to growing private markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Finlitifinliti.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ubineerubineer.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Ubineer is a leading AI-driven market intelligence platform for professional investors and research teams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mageska Capital INCmageska.comHQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Mageska Capital develops innovative investment strategies combining AI and expertise for a sustainable financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Dealeraidealerai.comHQ: Markham, ON, CanadaReported employees: 11-50 | Markham, ON, Canada | 11-50 | Exact match | 6 contacts → |
“DealerAI is an AI communication system for North American auto groups and dealerships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 183 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Generative AI financial advisory companies: dataset insights
September 20, 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
183 records in the displayed employee bands.
0 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 183 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for generative AI financial advisory companies?
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 generative AI financial advisory companies did RevenueBase find based in Canada?
The saved snapshot records 183 matching company records, 1,653 tracked contacts and 768 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 20, 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
Generative AI financial advisory companies by geography
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
- Generative AI financial advisory companies based in Chicago, United States
- Generative AI financial advisory companies based in Los Angeles, United States
- Generative AI financial advisory companies based in Miami, United States
- Generative AI financial advisory companies based in New York, United States
- Generative AI financial advisory companies based in Palo Alto, United States
- Generative AI financial advisory companies based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 generative AI financial advisory companies based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/generative-ai-financial-advisory-companies/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
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
Company intelligence · public preview
Top 25 generative AI financial advisory companies based in Canada
RevenueBase records 183 matching company records for generative AI financial advisory companies based in Canada, with 1,653 tracked contacts and 768 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 20, 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 generative AI financial advisory companies 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 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Layer 6 AIlayer6.ai HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“Layer 6 is the AI research centre of excellence for TD Bank Group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Pyramidion Solutionspyramidions.com HQ: Brampton, ON, CanadaReported employees: 51-200 | Brampton, ON, Canada | 51-200 | Exact match | 84 contacts → |
“Pyramidion Solutions is a technology company specializing in AI software development, Generative AI solutions, and Agentic AI systems that help organizations build intelligent…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | boosted.aiboosted.ai HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Koïos Intelligencekoiosintelligence.ca HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 28 contacts → |
“Koïos Intelligence is a leader in AI-powered agents, transforming the insurance and financial sectors through advanced conversational AI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | PLUVOpluvo.io HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Pluvo | The AI-Native Infrastructure for Strategic Finance Every data-rich company runs into the same hidden bottleneck: a handful of people who actually understand how the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | sofistic.aisofistic.ai HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | SENSOsenso.ai HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Senso has invented a new way for enterprises to unlock P&L impacting efficiency across their customer service workflows using Generative AI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Aggregate Intellectai.science HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 16 contacts → |
“Aggregate Intellect (A.I.) offers "fractional generative AI labs." This allows customers to tap into an on-demand pool of over AI engineers and researchers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthyplanetwealthyplanet.com HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 15 contacts → |
“WealthyPlanet is a Burlington, Ontario–based fintech company building Abi, the world’s FIRST and ONLY AI Financial Wellness Assistant.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Evovestevovest.com HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 13 contacts → |
“Evovest is an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Decisioningitdecisioning.it HQ: Montréal, CanadaReported employees: 11-50 | Montréal, Canada | 11-50 | Exact match | 12 contacts → |
“DecisioningIT mission is to create a new standard in automotive lending.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Castle Ridge Asset Managementcastleridgemgt.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Riskfuelriskfuel.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 10 contacts → |
“Sequencr AI is a hybrid technology and consulting company that helps marketing, sales, and communications teams turn the promise of generative AI into measurable impact.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Intrepid Growth Partnersintrepidgp.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“AI is the most important innovation of our lifetimes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | EON Labseonlabs.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 9 contacts → |
“Eon Labs Ltd is an innovative fintech startup specializing in the creation of advanced quantitative trading systems and strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quantgate Systems, INCquantgatesystems.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | ALTQaltq.ai HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 7 contacts → |
“Liquidity is the engine needed to growing private markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Finlitifinliti.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ubineerubineer.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Ubineer is a leading AI-driven market intelligence platform for professional investors and research teams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mageska Capital INCmageska.com HQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Mageska Capital develops innovative investment strategies combining AI and expertise for a sustainable financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dealeraidealerai.com HQ: Markham, ON, CanadaReported employees: 11-50 | Markham, ON, Canada | 11-50 | Exact match | 6 contacts → |
“DealerAI is an AI communication system for North American auto groups and dealerships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 183 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Generative AI financial advisory companies: dataset insights
September 20, 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
183 records in the displayed employee bands.
0 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 183 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for generative AI financial advisory companies?
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 generative AI financial advisory companies did RevenueBase find based in Canada?
The saved snapshot records 183 matching company records, 1,653 tracked contacts and 768 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 20, 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
Generative AI financial advisory companies by geography
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
- Generative AI financial advisory companies based in Chicago, United States
- Generative AI financial advisory companies based in Los Angeles, United States
- Generative AI financial advisory companies based in Miami, United States
- Generative AI financial advisory companies based in New York, United States
- Generative AI financial advisory companies based in Palo Alto, United States
- Generative AI financial advisory companies based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 generative AI financial advisory companies based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/generative-ai-financial-advisory-companies/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
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States