Company lists · Data refreshed October 2026
Top 21 Global wealth management companies based in Edmonton, Canada
RevenueBase identified 40 company matches for global wealth management companies associated with Edmonton, Canada as of October 2026 and tracks 6,235 professional contacts across them, including 3,571 with verified work emails. Across Canada, Toronto is the largest hub for this category (248 companies); Edmonton has 40.
This list covers company matches for global wealth management companies associated with Edmonton, 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 October 13, 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 21 largest global wealth management companies based in Edmonton, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,057 contacts → | ||||
Exact match “For more than 85 years, ATB has been reimagining the way we do business.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 2 | 23 contacts → | ||||
Exact match “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “Sorrell Financial is a unique financial advisor.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Life doesn't always follow a straight path.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “We are Financial Planners at our core.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “JV Financial Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “A financial strategy goes beyond an investment strategy.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Welcome to Clear Sky Private Wealth, iA Private Wealth - A More Successful Financial Relationship What does A More Successful Financial Relationship mean for your financial future?” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “We help people rethink wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Fox Financial specializes in Wealth Management for families and companies in Alberta and British Columbia, Canada.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Gold Capital Financial Services is a team dedicated to the design, implementation and management of financial plans for Self Employed, Business owners, Families, Associations and…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “We offer clients a planning-first approach to wealth management, investment advice and financial coaching virtually and in person.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Capital Edge Financial Planning is a financial services company based out of Canada.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “We help people break the cycle of financial chaos and bring peace of mind to their lives through a range of services including advice only financial planning, hybrid financial…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “An integrated approach to your wealth.” Recorded in the RevenueBase company graph · Oct 13, 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 “global wealth management 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 21 of 40 global wealth management companies based in Edmonton, Canada
See the full list, filter by size, metro and specialty, and access 3,571 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Global wealth management companies based in Edmonton, Canada at a glance
As of Oct 13, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Edmonton, so it is reported there. Company counts and contact totals on this page are exact for Edmonton, over 40 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 Edmonton, Canada whose business descriptions match “global wealth management 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 3,571 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 October 13, 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.
Global wealth management companies by metro in Canada
- Global wealth management companies in Toronto248
- Global wealth management companies in Calgary112
- Global wealth management companies in Vancouver86
- Global wealth management companies in Montreal83
- Global wealth management companies in Winnipeg51
- Global wealth management companies in Ottawa44
- Global wealth management companies in Mississauga37
- Global wealth management companies in Oakville36
- Global wealth management companies in Markham32
- Global wealth management companies in London31
- Global wealth management companies in Halifax27
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 “global wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many global wealth management companies are there based in Edmonton, Canada?
RevenueBase identified 40 company matches for global wealth management companies associated with Edmonton, Canada as of October 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?
ATB Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most global wealth management companies?
Toronto leads Canada with 248 company records, followed by Calgary (112) and Vancouver (86). Edmonton has 40.
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 3,571 professional contacts with verified work emails tracked across these 40 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 October 13, 2026.
Ready to reach these companies? Verified emails and direct dials for all 40 global wealth management companies based in Edmonton, Canada. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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
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- Lists A-Z
- New lists
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Company intelligence · public preview
Top 21 global wealth management companies based in Edmonton, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 40 matching company records for global wealth management companies based in Edmonton, Canada, with 6,235 tracked contacts and 3,571 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 13, 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 21 global wealth management companies based in Edmonton, 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 |  ATB Financialatb.comHQ: Edmonton, AB, CanadaReported employees: 5,001-10,000 | Edmonton, AB, Canada | 5,001-10,000 | Exact match | 6,057 contacts → |
“For more than 85 years, ATB has been reimagining the way we do business.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Qube Investment Management INCqubeinvest.caHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 23 contacts → |
“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Sorrell Financialsorrell.caHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 22 contacts → |
“Sorrell Financial is a unique financial advisor.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  North Road Investment Counselnorthroadic.comHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 14 contacts → |
“Life doesn't always follow a straight path.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Blackburn Davis Financial INCblackburndavisfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 8 contacts → |
“We are Financial Planners at our core.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  JV Financialjvfinancial.caHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 8 contacts → |
“JV Financial Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Amiri Wealth Managementamiriwealth.com HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Statera Financial Plannersstaterafp.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 7 contacts → |
“Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Abacus Wealth Managementabacuswealthmgmt.comHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 6 contacts → |
“A financial strategy goes beyond an investment strategy.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Beyond Business Financial Solutionsbbfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Clear SKY Private Wealthclearskypw.comHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Welcome to Clear Sky Private Wealth, iA Private Wealth - A More Successful Financial Relationship What does A More Successful Financial Relationship mean for your financial future?” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Financial Strategies Groupfsgroup.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wealthverse INCwealthverse.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We help people rethink wealth.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FOX Financial INCfoxfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Fox Financial specializes in Wealth Management for families and companies in Alberta and British Columbia, Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Gold Capital Financial Servicesgoldcapitalfs.comHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 2 contacts → |
“Gold Capital Financial Services is a team dedicated to the design, implementation and management of financial plans for Self Employed, Business owners, Families, Associations and…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sader Financial Advisors Groupsaderfinancial.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Cathcart Financialcathcartfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Parallax Planning & Wealthparallaxplanning.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“We offer clients a planning-first approach to wealth management, investment advice and financial coaching virtually and in person.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Capital Edge Financial Planningcapitaledgefinancial.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Capital Edge Financial Planning is a financial services company based out of Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Amani Financialamanifinancial.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“We help people break the cycle of financial chaos and bring peace of mind to their lives through a range of services including advice only financial planning, hybrid financial…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HGA Wealth & Estate Planninghgawealth.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“An integrated approach to your wealth.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 40 company matches
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Global wealth management companies: dataset insights
October 13, 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
39 records in the displayed employee bands.
1 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 across the whole Canada list rather than for Edmonton, so it is reported there. Company counts and contact totals on this page are exact for Edmonton, over 40 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: October 13, 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 ↗
Global wealth management companies by metro in Canada
- Global wealth management companies in Toronto248
- Global wealth management companies in Calgary112
- Global wealth management companies in Vancouver86
- Global wealth management companies in Montreal83
- Global wealth management companies in Winnipeg51
- Global wealth management companies in Ottawa44
- Global wealth management companies in Mississauga37
- Global wealth management companies in Oakville36
- Global wealth management companies in Markham32
- Global wealth management companies in London31
- Global wealth management companies in Halifax27
Questions about this company list
What does Exact match mean for global wealth management 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 global wealth management companies did RevenueBase find based in Edmonton, Canada?
The saved snapshot records 40 matching company records, 6,235 tracked contacts and 3,571 verified emails. The public preview displays 21 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: October 13, 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
Global wealth management companies by geography
- Global wealth management companies based in Buenos Aires, Argentina
- Global wealth management companies based in Adelaide, Australia
- Global wealth management companies based in Brisbane City, Australia
- Global wealth management companies based in Brisbane, Australia
- Global wealth management companies based in Melbourne, Australia
- Global wealth management companies based in Perth, Australia
- Global wealth management companies based in Sydney, Australia
- Global wealth management companies based in Vienna, Austria
- Global wealth management companies based in Belo Horizonte, Brazil
- Global wealth management companies based in Curitiba, Brazil
- Global wealth management companies based in Porto Alegre, Brazil
- Global wealth management companies based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 21 global wealth management companies based in Edmonton, Canada. Snapshot: October 13, 2026. https://revenuebase.ai/companies/global-wealth-management-companies/canada/edmonton.
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
- Global wealth management companies based in Buenos Aires, Argentina
- Global wealth management companies based in Adelaide, Australia
- Global wealth management companies based in Brisbane City, Australia
- Global wealth management companies based in Brisbane, Australia
- Global wealth management companies based in Melbourne, Australia
- Global wealth management companies based in Perth, Australia
Company intelligence · public preview
Top 21 global wealth management companies based in Edmonton, Canada
RevenueBase records 40 matching company records for global wealth management companies based in Edmonton, Canada, with 6,235 tracked contacts and 3,571 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 13, 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 21 global wealth management companies based in Edmonton, 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 | ATB Financialatb.com HQ: Edmonton, AB, CanadaReported employees: 5,001-10,000 | Edmonton, AB, Canada | 5,001-10,000 | Exact match | 6,057 contacts → |
“For more than 85 years, ATB has been reimagining the way we do business.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Qube Investment Management INCqubeinvest.ca HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 23 contacts → |
“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Sorrell Financialsorrell.ca HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 22 contacts → |
“Sorrell Financial is a unique financial advisor.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | North Road Investment Counselnorthroadic.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 14 contacts → |
“Life doesn't always follow a straight path.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Blackburn Davis Financial INCblackburndavisfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 8 contacts → |
“We are Financial Planners at our core.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | JV Financialjvfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 8 contacts → |
“JV Financial Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Amiri Wealth Managementamiriwealth.com HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Statera Financial Plannersstaterafp.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 7 contacts → |
“Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Abacus Wealth Managementabacuswealthmgmt.com HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 6 contacts → |
“A financial strategy goes beyond an investment strategy.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Beyond Business Financial Solutionsbbfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Clear SKY Private Wealthclearskypw.com HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Welcome to Clear Sky Private Wealth, iA Private Wealth - A More Successful Financial Relationship What does A More Successful Financial Relationship mean for your financial future?” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Financial Strategies Groupfsgroup.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wealthverse INCwealthverse.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We help people rethink wealth.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FOX Financial INCfoxfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Fox Financial specializes in Wealth Management for families and companies in Alberta and British Columbia, Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gold Capital Financial Servicesgoldcapitalfs.com HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 2 contacts → |
“Gold Capital Financial Services is a team dedicated to the design, implementation and management of financial plans for Self Employed, Business owners, Families, Associations and…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sader Financial Advisors Groupsaderfinancial.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Cathcart Financialcathcartfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Parallax Planning & Wealthparallaxplanning.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“We offer clients a planning-first approach to wealth management, investment advice and financial coaching virtually and in person.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capital Edge Financial Planningcapitaledgefinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Capital Edge Financial Planning is a financial services company based out of Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Amani Financialamanifinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“We help people break the cycle of financial chaos and bring peace of mind to their lives through a range of services including advice only financial planning, hybrid financial…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HGA Wealth & Estate Planninghgawealth.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“An integrated approach to your wealth.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 40 company matches
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Global wealth management companies: dataset insights
October 13, 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
39 records in the displayed employee bands.
1 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 across the whole Canada list rather than for Edmonton, so it is reported there. Company counts and contact totals on this page are exact for Edmonton, over 40 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: October 13, 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 ↗
Global wealth management companies by metro in Canada
- Global wealth management companies in Toronto248
- Global wealth management companies in Calgary112
- Global wealth management companies in Vancouver86
- Global wealth management companies in Montreal83
- Global wealth management companies in Winnipeg51
- Global wealth management companies in Ottawa44
- Global wealth management companies in Mississauga37
- Global wealth management companies in Oakville36
- Global wealth management companies in Markham32
- Global wealth management companies in London31
- Global wealth management companies in Halifax27
Questions about this company list
What does Exact match mean for global wealth management 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 global wealth management companies did RevenueBase find based in Edmonton, Canada?
The saved snapshot records 40 matching company records, 6,235 tracked contacts and 3,571 verified emails. The public preview displays 21 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: October 13, 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 21 global wealth management companies based in Edmonton, Canada. Snapshot: October 13, 2026. https://revenuebase.ai/companies/global-wealth-management-companies/canada/edmonton.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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