Company lists · Data refreshed September 2026

Top 25 Hybrid advisory platforms based in Canada

Name: Hybrid advisory 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 153 companies tracked

RevenueBase identified 153 hybrid advisory platforms headquartered in Canada as of September 2026 and tracks 1,147 professional contacts across them, including 481 with verified work emails. Toronto is the largest hub.

This list covers hybrid advisory 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

153Companies

1,147Contacts tracked

481Verified emails

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The 25 largest hybrid advisory platforms based in Canada

Ranked by team size

Top 25 of 153 hybrid advisory 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 advisory 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	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
5	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
6	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
7	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
8	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
9	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
10	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
11	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
12	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
13	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
14	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
15	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
16	Steward Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “At Steward Group, we believe finances are about more than dollars and cents.” Source: RevenueBase Database · checked Sep 28, 2026
17	Actif Santé Financière	Indirect evidence	Québec, QC, CanadaHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Source: RevenueBase Database · checked Sep 28, 2026
18	Legacy Wealth Advisors	Partial evidence	Brampton, ON, CanadaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to…” Source: RevenueBase Database · checked Sep 28, 2026
19	Gestalt Groupe Financier	Indirect evidence	Gatineau, QC, CanadaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Gestalt is not a typical bank or financial firm.” Source: RevenueBase Database · checked Sep 28, 2026
20	Camber Private Wealth	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Source: RevenueBase Database · checked Sep 28, 2026
21	Lee-Owe Macleod Wealth Management INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Sep 28, 2026
22	CFS Wealth Management INC	Indirect evidence	Maple, ON, CanadaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Source: RevenueBase Database · checked Sep 28, 2026
23	Black Star Wealth	Indirect evidence	Halifax, NS, CanadaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “A boutique financial planning firm working with clients across the country.” Source: RevenueBase Database · checked Sep 28, 2026
24	Empower Group	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Welcome to Empower, the leading educational platform in the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
25	Adamson Wealth Group	Indirect evidence	Fonthill, ON, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Adamson Wealth Group, we help individuals, families, professionals, and business owners make confident financial decisions through personalized advice and long-term planning.” 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 advisory 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 advisory platforms.
Partial evidence: Its own public description names part of hybrid advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory 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 153 hybrid advisory platforms based in Canada

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Hybrid advisory platforms based in Canada at a glance

As of Sep 28, 2026

41.9%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

23.5%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

105

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 153 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 advisory 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 advisory 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 advisory 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 advisory 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, 481 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.

Hybrid advisory platforms by metro

Hybrid advisory platforms in Toronto36

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 advisory 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 advisory platforms are there based in Canada?

RevenueBase identified 153 hybrid advisory 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 advisory platforms?

Toronto leads with 36 headquartered companies, followed by Montreal (9) and Calgary (7).

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 481 verified decision-maker contacts tracked across these 153 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.