Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in Calgary, Canada

Name: Integrated wealth platforms based in Calgary, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 58 companies tracked

RevenueBase identified 58 integrated wealth platforms headquartered in Calgary, Canada as of September 2026 and tracks 304 professional contacts across them, including 162 with verified work emails. Across Canada, Toronto is the largest hub for this category (118 companies); Calgary follows with 58.

This list covers integrated wealth platforms headquartered in Calgary, 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

58Companies

304Contacts tracked

162Verified emails

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The 25 largest integrated wealth platforms based in Calgary, Canada

Ranked by team size

Top 25 of 58 integrated wealth platforms based in Calgary, Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to integrated wealth 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	Acumen Capital Partners	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	51-200	54 contacts →
	Indirect evidence “Our goal is to see you reach your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
2	The Wealthco. Group Of Companies	Strong evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	38 contacts →
	Strong evidence “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Source: RevenueBase Database · checked Sep 28, 2026
3	Northfront Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Source: RevenueBase Database · checked Sep 28, 2026
4	siacharts.com	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: RevenueBase Database · checked Sep 28, 2026
5	UP Financial	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and…” Source: RevenueBase Database · checked Sep 28, 2026
6	Sandstone Asset Management INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “SANDSTONE Asset Management is a Calgary-based boutique wealth management firm specializing in discretionary investment services for high-net-worth entrepreneurs, families…” Source: RevenueBase Database · checked Sep 28, 2026
7	The Wealth Council	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Source: RevenueBase Database · checked Sep 28, 2026
8	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
9	Cornerstone Fiduciary Wealth Management	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Cornerstone Fiduciary Wealth Management is a privately owned, independent wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
10	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
11	Unbiased Financial Services INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning.” Source: RevenueBase Database · checked Sep 28, 2026
12	Reyes Group With IA Private Wealth INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Reyes Group, we believe in enriching the lives around us.” Source: RevenueBase Database · checked Sep 28, 2026
13	RED Barn Investment Counsel	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
14	CH Financial LTD	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Our team of professionals with experience in wealth management, tax, financial planning, insurance and legal disciplines work together to provide proactive problem solving and a…” Source: RevenueBase Database · checked Sep 28, 2026
15	Zelos Investment Counsel	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Source: RevenueBase Database · checked Sep 28, 2026
16	Dentro Financial	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Dentro Financial is a boutique financial services firm combining your personal and corporate financial goals into one integrated financial solution.” Source: RevenueBase Database · checked Sep 28, 2026
17	NOW Wealth Management Solutions	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Source: RevenueBase Database · checked Sep 28, 2026
18	Moraine Wealth Advisory	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Source: RevenueBase Database · checked Sep 28, 2026
19	Generations Planning Group INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We provide total wealth management services to clients who have a desire to achieve a full life.” Source: RevenueBase Database · checked Sep 28, 2026
20	Wise Wealth Management	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Wise Wealth Management is an established and successful Calgary-based financial planning practice that creates and manages personal investment wealth.” Source: RevenueBase Database · checked Sep 28, 2026
21	Eddy Wealth	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Data-Driven Wealth Management.” Source: RevenueBase Database · checked Sep 28, 2026
22	Truesdale Financial Group	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Our Firm: Truesdale Financial Group is an independent wealth management firm with over 20 years of developing comprehensive strategies for our clients.” Source: RevenueBase Database · checked Sep 28, 2026
23	Westcap Wealth Planning	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
24	Aware Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Do you want to know for sure that you’re making the right decisions with your money, your retirement and your giving?” Source: RevenueBase Database · checked Sep 28, 2026
25	IFC Wealth Management	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Make Your Money Matter!” 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: integrated wealth 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 integrated wealth platforms.
Partial evidence: Its own public description names part of integrated wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name integrated wealth 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 58 integrated wealth platforms based in Calgary, Canada

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Integrated wealth platforms based in Calgary, Canada at a glance

As of Sep 28, 2026

53.3%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 58 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 integrated wealth 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 Calgary, Canada whose own description of what they do matches “integrated wealth 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 integrated wealth 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 integrated wealth platforms, and records with no verified work email. Companies headquartered outside Calgary 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, 162 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.

Integrated wealth 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 integrated wealth 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 integrated wealth platforms are there based in Calgary, Canada?

RevenueBase identified 58 integrated wealth platforms headquartered in Calgary, 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?

Acumen Capital Partners, headquartered in Calgary, tops this list with the largest team on record.

Which city in Canada has the most integrated wealth platforms?

Toronto leads Canada with 118 headquartered companies, followed by Calgary (58) and Vancouver (55).

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 162 verified decision-maker contacts tracked across these 58 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.