Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Toronto, Canada

Name: Hybrid advisory software companies 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 68 companies tracked

RevenueBase identified 68 hybrid advisory software companies headquartered in Toronto, Canada as of September 2026 and tracks 6,775 professional contacts across them, including 511 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers hybrid advisory software companies 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

68Companies

6,775Contacts tracked

511Verified emails

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The 25 largest hybrid advisory software companies based in Toronto, Canada

Ranked by team size

Top 25 of 68 hybrid advisory software companies 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 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Univeris	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	140 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
2	Q Wealth Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	201-500	134 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
3	D1g1t	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	91 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
4	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
5	Infinite Investment Systems	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	72 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
6	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
7	Bridgehouse Asset Managers	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	38 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
8	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	29 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
9	Ticoon Technology	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	24 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
10	Agentiiv	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	1-10	17 contacts →
	Partial evidence “Agentiiv is Canada's first fully hybrid Human \| AI consultancy.” Source: RevenueBase Database · checked Sep 28, 2026
11	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
12	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
13	Planworth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial 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	Riskfuel	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Source: RevenueBase Database · checked Sep 28, 2026
15	Super Advisor	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Super Advisor helps investment advisors automate processes so they can spend more time doing what they do best” Source: RevenueBase Database · checked Sep 28, 2026
16	Absolute Engagement	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “At Absolute Engagement, we work with advisory firms to help them build and grow businesses that reflect what is most important to their prospects and clients.” Source: RevenueBase Database · checked Sep 28, 2026
17	Philanthpro Solutions	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “PhilanthPro was developed specifically for financial advisors and clients with foundations, donor-advised funds, and charitable trusts.” Source: RevenueBase Database · checked Sep 28, 2026
18	Lifecycle Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “We are a tight knit-team of professionals with over 80 years of combined experience.” Source: RevenueBase Database · checked Sep 28, 2026
19	Four Point Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 28, 2026
20	Armando Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Over the last half decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans.” Source: RevenueBase Database · checked Sep 28, 2026
21	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
22	cashio.ai	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “CashIO is the CAS platform built for the AI era.” Source: RevenueBase Database · checked Sep 28, 2026
23	Karma Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
24	Zero 21 Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At Zero21, we go beyond traditional advisory to forge a new path for visionary companies.” Source: RevenueBase Database · checked Sep 28, 2026
25	Beaconpoint Financial Security Limited	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “Financial Advisors Providing Holistic Financial Planning \| Helping You Protect What Matters Most We’re a team of financial planning experts.” 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 software companies. 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 software companies.
Partial evidence: Its own public description names part of hybrid advisory software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory software companies. 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 68 hybrid advisory software companies based in Toronto, Canada

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Hybrid advisory software companies based in Toronto, Canada at a glance

As of Sep 28, 2026

7.5%Verified-email coverage

99.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 68 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 Toronto, 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 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, 511 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 software companies 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 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 Toronto, Canada?

RevenueBase identified 68 hybrid advisory software companies 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?

Univeris, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most hybrid advisory software companies?

Toronto leads Canada 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 511 verified decision-maker contacts tracked across these 68 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.