Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Toronto, Canada

Name: Goal based wealth management platforms based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 101 companies tracked

RevenueBase identified 101 goal based wealth management platforms headquartered in Toronto, Canada as of September 2026 and tracks 4,601 professional contacts across them, including 878 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers goal based wealth management platforms headquartered in Toronto, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

101Companies

4,601Contacts tracked

878Verified emails

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The 25 largest goal based wealth management platforms based in Toronto, Canada

Ranked by team size

Top 25 of 101 goal based wealth management platforms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal based wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Canaccord Genuity Wealth Management Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1,001-5,000	407 contacts →
	Strong evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
2	Univeris	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	140 contacts →
	Strong evidence “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	201-500	134 contacts →
	Partial evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 28, 2026
4	Newport Private Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	96 contacts →
	Strong evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 28, 2026
5	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 28, 2026
6	Onevest	Strong evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	87 contacts →
	Strong evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 28, 2026
7	Advisor Solutions By Purpose	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	51 contacts →
	Strong evidence “Where independent wealth management firms are created.” Source: RevenueBase Database · checked Sep 28, 2026
8	Canfin Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 28, 2026
9	KJH Investors At Harbourfront Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	38 contacts →
	Strong evidence “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Source: RevenueBase Database · checked Sep 28, 2026
10	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Source: RevenueBase Database · checked Sep 28, 2026
11	Optimize Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	23 contacts →
	Strong evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
12	Wealth Stewards INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
13	Portfoliohiway	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: RevenueBase Database · checked Sep 28, 2026
14	Portfolioxpressway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “Client experience is becoming a competitive differentiator in wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
15	Foundation Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Source: RevenueBase Database · checked Sep 28, 2026
16	Novel Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “We're a money management team for Canadian professionals.” Source: RevenueBase Database · checked Sep 28, 2026
17	Bridgeport Asset Management INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Bridgeport Asset Management is an independent wealth management firm that offers alternative and traditional investment solutions to high net worth investors, institutions and…” Source: RevenueBase Database · checked Sep 28, 2026
18	Mansha Plan	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “We make goal-based plans to help you manage risk and grow wealth.” Source: RevenueBase Database · checked Sep 28, 2026
19	Advisorstream	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Source: RevenueBase Database · checked Sep 28, 2026
20	Planworth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey.” Source: RevenueBase Database · checked Sep 28, 2026
21	Ullman Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Source: RevenueBase Database · checked Sep 28, 2026
22	Brightview Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Individual, family, business or organization; wealth building is a major life goal for one and all.” Source: RevenueBase Database · checked Sep 28, 2026
23	Justwealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Source: RevenueBase Database · checked Sep 28, 2026
24	Avenue Investment Management INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Founded in 2002, Avenue Investment Management Inc.(Avenue) is a Canadian wealth management firm focused on providing high net worth private clients and institutional investors…” Source: RevenueBase Database · checked Sep 28, 2026
25	Seven Hills	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Seven Hills is redefining wealth for high-net-worth individuals and families with our pioneering approach to Longevity Management.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 101 goal based wealth management platforms based in Toronto, Canada

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Goal based wealth management platforms based in Toronto, Canada at a glance

As of Sep 28, 2026

19.1%Verified-email coverage

45.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 101 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal based wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Toronto, Canada whose own description of what they do matches “goal based wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal based wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among goal based wealth management platforms, and records with no verified work email. Companies headquartered outside Toronto are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 878 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Goal based wealth management platforms by metro in Canada

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal based wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many goal based wealth management platforms are there based in Toronto, Canada?

RevenueBase identified 101 goal based wealth management platforms headquartered in Toronto, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Canaccord Genuity Wealth Management Canada, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most goal based wealth management platforms?

Toronto leads Canada with 101 headquartered companies, followed by Calgary (49) and Vancouver (48).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 878 verified decision-maker contacts tracked across these 101 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.