Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Canada

RevenueBase identified 410 hybrid advisory software companies headquartered in Canada as of September 2026 and tracks 10,404 professional contacts across them, including 2,184 with verified work emails. Toronto is the largest hub.

This list covers hybrid advisory software companies 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
410Companies
10,404Contacts tracked
2,184Verified emails
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The 25 largest hybrid advisory software companies based in Canada

Ranked by team size
Top 25 of 410 hybrid advisory software companies 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 software companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 28, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceAll Across, AB, CanadaHQ checked Sep 28, 2026501-1,000438 contacts →

Indirect evidence

“ATB Wealth® is the wealth management division of ATB Financial*.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceLaval, QC, CanadaHQ checked Sep 28, 2026201-500238 contacts →

Indirect evidence

“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 28, 202651-200180 contacts →

Partial 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
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-200140 contacts →

Indirect 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
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 2026201-500134 contacts →

Indirect 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
7Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20091 contacts →

Partial 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
8Indirect evidenceToronto, CanadaHQ checked Sep 28, 202651-20087 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
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20072 contacts →

Indirect evidence

“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20069 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
11Indirect evidenceScarborough, ON, CanadaHQ checked Sep 28, 2026n/a61 contacts →

Indirect evidence

“Investments, Insurance, Advice”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 28, 202651-20052 contacts →

Indirect evidence

“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202651-20051 contacts →

Indirect evidence

“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5046 contacts →

Indirect evidence

“At Finlogik, we develop a passion for financial innovation.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceOakville, ON, CanadaHQ checked Sep 28, 202651-20042 contacts →

Indirect evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSudbury, ON, CanadaHQ checked Sep 28, 202611-5041 contacts →

Indirect evidence

“Legacy is built over a lifetime-that’s why we’re here.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20038 contacts →

Partial evidence

“Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceOttawa, ON, CanadaHQ checked Sep 28, 202611-5037 contacts →

Partial evidence

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceQuébec, QC, CanadaHQ checked Sep 28, 202611-5036 contacts →

Indirect evidence

“Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceMarkham, ON, CanadaHQ checked Sep 28, 202651-20033 contacts →

Partial evidence

“Toogood Financial Systems is Canada’s industry-leading investment software firm.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5033 contacts →

Indirect evidence

“At Finlogik, we develop a passion for financial innovation.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20029 contacts →

Partial evidence

“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“NDEX Systems specializes in financial data and wealth management.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceKirkland, QC, CanadaHQ checked Sep 28, 202651-20024 contacts →

Partial evidence

“OPES Software is a global provider of investment management solutions for the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5024 contacts →

Partial 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

Showing 25 of 410 hybrid advisory software companies based in Canada

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Hybrid advisory software companies based in Canada at a glance

As of Sep 28, 2026
21.0%Verified-email coverage
25.4Average contacts per company
1-10Median size (employees)
16.6%Largest-city concentration · Toronto
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
275
11-50
96
51-200
26
201-500
5
501-1,000
3
5,001-10,000
2
10001+
1

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 410 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 software companies, 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 software companies”. 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 software companies), 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 software companies, 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, 2,184 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 advisory software companies, 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 software companies are there based in Canada?

RevenueBase identified 410 hybrid advisory software companies 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?

IGM Financial INC, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most hybrid advisory software companies?

Toronto leads with 68 headquartered companies, followed by Vancouver (29) and Calgary (26).

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 2,184 verified decision-maker contacts tracked across these 410 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.