Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 277 companies tracked

RevenueBase identified 277 company matches for investment advisory platforms associated with Canada as of September 2026 and tracks 12,835 professional contacts across them, including 1,614 with verified work emails and 843 with mobile numbers. Toronto is the largest hub.

This list covers company matches for investment advisory platforms associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 4, 2026 How this list was built

277Companies

12,835Contacts tracked

1,614Verified emails

843Mobile numbers

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The 25 largest investment advisory platforms based in Canada

Ranked by team size

Top 25 of 277 company matches for investment advisory platforms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 4, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 4, 2026	1,001-5,000	2,387 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
2	Croesus	Exact match	Laval, ON, CanadaHQ recorded Sep 4, 2026	201-500	240 contacts →
	Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
3	Conquest Planning	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 4, 2026	51-200	177 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
4	Univeris	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	51-200	139 contacts →
	Exact match “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
5	Q Wealth Partners	Exact match	Toronto, BC, CanadaHQ recorded Sep 4, 2026	201-500	133 contacts →
	Exact match “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
6	Capintel	Exact match	Toronto, QC, CanadaHQ recorded Sep 4, 2026	51-200	93 contacts →
	Exact match “CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
7	Onevest	Exact match	Toronto, CanadaHQ recorded Sep 4, 2026	51-200	91 contacts →
	Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
8	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	51-200	88 contacts →
	Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
9	Cibc Investor S Edge	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	501-1,000	72 contacts →
	Exact match “CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
10	Nexj Systems	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	51-200	71 contacts →
	Exact match “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
11	3macs, A Division Of Raymond James	Exact match	Montreal, QC, CanadaHQ recorded Sep 4, 2026	201-500	64 contacts →
	Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
12	Mako Financial Technologies	Exact match	Montreal, BC, CanadaHQ recorded Sep 4, 2026	51-200	50 contacts →
	Exact match “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
13	Raymond James USA LTD	Exact match	Vancouver, BC, CanadaHQ recorded Sep 4, 2026	n/a	47 contacts →
	Exact match “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
14	Bellwether Investment Management	Exact match	Oakville, NS, CanadaHQ recorded Sep 4, 2026	51-200	42 contacts →
	Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
15	Westcourt Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	11-50	42 contacts →
	Exact match “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
16	Bridgehouse Asset Managers	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	51-200	41 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
17	Qtrade	Exact match	Toronto, BC, CanadaHQ recorded Sep 4, 2026	501-1,000	39 contacts →
	Exact match “With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
18	Groupe Financier Stratège INC	Exact match	Quebec, QC, CanadaHQ recorded Sep 4, 2026	11-50	34 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
19	Finlogik INC	Exact match	Montreal, QC, CanadaHQ recorded Sep 4, 2026	11-50	33 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
20	Ticoon Technology	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	11-50	24 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
21	Advisor Websites	Exact match	Vancouver, BC, CanadaHQ recorded Sep 4, 2026	11-50	22 contacts →
	Exact match “Amaze and delight visitors online with strategically personalized websites and digital marketing solutions for financial advisors, built with your target audience in mind to help…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
22	Portfoliohiway	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	11-50	20 contacts →
	Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
23	Generation Iacp INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 4, 2026	11-50	19 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
24	IPC Investment Planning Council	Exact match	Vancouver, BC, CanadaHQ recorded Sep 4, 2026	1-10	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
25	Monarch Wealth Systems INC	Exact match	Mississauga, ON, CanadaHQ recorded Sep 4, 2026	11-50	18 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment advisory platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 277 investment advisory platforms based in Canada

See the full list, filter by size, metro and specialty, and access 1,614 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory platforms based in Canada at a glance

As of Sep 4, 2026

12.6%Verified-email coverage

6.6%Mobile-number coverage

46.3Average contacts per company

1-10Median size (employees)

27.4%Largest-city concentration · Toronto

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

178

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

11231–60

88261–90

61390–180

7180+

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Canada whose business descriptions match “investment advisory platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,614 professional contacts with verified work emails across the full matched dataset. 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 4, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment advisory platforms by metro

Investment advisory platforms in Toronto76

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory platforms are there based in Canada?

RevenueBase identified 277 company matches for investment advisory platforms associated with Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

BMO Nesbitt Burns tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment advisory platforms?

Toronto leads with 76 company records, followed by Vancouver (24) and Montreal (20).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,614 professional contacts with verified work emails tracked across these 277 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 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 SmartSearch, 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.