Company lists · Data refreshed September 2026

Top 25 Hybrid advisor platforms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 57 companies tracked

RevenueBase identified 57 hybrid advisor platforms headquartered in Canada as of September 2026 and tracks 933 professional contacts across them, including 418 with verified work emails. Toronto is the largest hub.

This list covers hybrid advisor platforms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, 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

57Companies

933Contacts tracked

418Verified emails

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The 25 largest hybrid advisor platforms based in Canada

Ranked by team size

Top 25 of 57 hybrid advisor platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisor 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	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	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
3	Onevest	Indirect evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	87 contacts →
	Indirect evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 28, 2026
4	Nexj Systems	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	69 contacts →
	Partial evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 28, 2026
5	Finlogik INC	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Portfoliohiway	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect 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
8	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 28, 2026
9	Monarch Wealth Systems INC	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
10	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
11	Synchronized Agency INC	Partial evidence	Vancouver Island, ON, CanadaHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Our dedicated leadership began the journey in the insurance industry and became experts as Advisors seeing clients, before building a team of Advisors and Support Staff.” Source: RevenueBase Database · checked Sep 28, 2026
12	Lifeplan Investments	Indirect evidence	Markham, ON, CanadaHQ checked Sep 28, 2026	51-200	16 contacts →
	Indirect evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 28, 2026
13	Agora Dealer Services	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Source: RevenueBase Database · checked Sep 28, 2026
14	Advisorflow	Partial evidence	Vancouver Bc, BC, CanadaHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Source: RevenueBase Database · checked Sep 28, 2026
15	Tactex Asset Management	Partial evidence	Montréal, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Source: RevenueBase Database · checked Sep 28, 2026
16	Advisorstream	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong 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
17	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
18	Tickblaze	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Welcome to Tickblaze: The Pinnacle of Hybrid Trading Excellence Embrace the transformative world of Tickblaze, our ground-breaking 2-in-1 platform tailor-made for both…” Source: RevenueBase Database · checked Sep 28, 2026
19	Modernadvisor	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 28, 2026
20	Policybook	Partial evidence	Montreal, QC, CanadaHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.” Source: RevenueBase Database · checked Sep 28, 2026
21	Tchat N Sign	Strong evidence	Alma, QC, CanadaHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Tchat N Sign is revolutionizing the work of financial advisors with an automated, simple, and compliant platform.” Source: RevenueBase Database · checked Sep 28, 2026
22	Investipal	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Investipal brings the work of running a wealth firm into one place.” Source: RevenueBase Database · checked Sep 28, 2026
23	The Wealthbuilding Group Harbourfront Wealth Management	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “True pension style investing, consistent experience driven advice, a one-stop financial services boutique office at The Wealthbuilding Group-Harbourfront Wealth Management.” Source: RevenueBase Database · checked Sep 28, 2026
24	Fintello	Strong evidence	Brampton, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Fintello is a one stop AI marketing platform built for modern advisors who want to build their brand and generate their targeted leads with social media, AI and technology based…” Source: RevenueBase Database · checked Sep 28, 2026
25	Propelor	Indirect evidence	Toronto, CanadaHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Investing isn't easy, but with zero commission trading and the popularity of cryptocurrencies and brokerages like Robinhood, people are entering the public markets in record…” 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: hybrid advisor 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 hybrid advisor platforms.
Partial evidence: Its own public description names part of hybrid advisor platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisor 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 57 hybrid advisor platforms based in Canada

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Hybrid advisor platforms based in Canada at a glance

As of Sep 28, 2026

44.8%Verified-email coverage

16.4Average contacts per company

11-50Median size (employees)

36.8%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 57 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 hybrid advisor 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 Canada whose own description of what they do matches “hybrid advisor 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 hybrid advisor 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 hybrid advisor platforms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and 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, 418 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.

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 hybrid advisor 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 hybrid advisor platforms are there based in Canada?

RevenueBase identified 57 hybrid advisor platforms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Conquest Planning, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most hybrid advisor platforms?

Toronto leads with 21 headquartered companies, followed by Montreal (7) and Vancouver (5).

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 418 verified decision-maker contacts tracked across these 57 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.