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 investment advisory platforms headquartered in 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 investment 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 4, 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 4, 2026 86% judged on-target in blind review

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 investment advisory platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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	BMO Nesbitt Burns	Strong evidence	Toronto, CanadaHQ checked Sep 4, 2026	1,001-5,000	2,387 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 4, 2026
2	Croesus	Indirect evidence	Laval, ON, CanadaHQ checked Sep 4, 2026	201-500	240 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 4, 2026
3	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 4, 2026	51-200	177 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 4, 2026
4	Univeris	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	139 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 4, 2026
5	Q Wealth Partners	Indirect evidence	Toronto, BC, CanadaHQ checked Sep 4, 2026	201-500	133 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 4, 2026
6	Capintel	Strong evidence	Toronto, QC, CanadaHQ checked Sep 4, 2026	51-200	93 contacts →
	Strong evidence “CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Source: RevenueBase Database · checked Sep 4, 2026
7	Onevest	Indirect evidence	Toronto, CanadaHQ checked Sep 4, 2026	51-200	91 contacts →
	Indirect evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 4, 2026
8	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	88 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 4, 2026
9	Cibc Investor S Edge	Partial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	501-1,000	72 contacts →
	Partial evidence “CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Source: RevenueBase Database · checked Sep 4, 2026
10	Nexj Systems	Partial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	71 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 4, 2026
11	3macs, A Division Of Raymond James	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	201-500	64 contacts →
	Indirect evidence “In 2016 Raymond James Ltd.” Source: RevenueBase Database · checked Sep 4, 2026
12	Mako Financial Technologies	Strong evidence	Montreal, BC, CanadaHQ checked Sep 4, 2026	51-200	50 contacts →
	Strong 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 4, 2026
13	Raymond James USA LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	n/a	47 contacts →
	Indirect evidence “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: RevenueBase Database · checked Sep 4, 2026
14	Bellwether Investment Management	Partial evidence	Oakville, NS, CanadaHQ checked Sep 4, 2026	51-200	42 contacts →
	Partial evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 4, 2026
15	Westcourt Capital	Strong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	42 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 4, 2026
16	Bridgehouse Asset Managers	Partial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	41 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 4, 2026
17	Qtrade	Indirect evidence	Toronto, BC, CanadaHQ checked Sep 4, 2026	501-1,000	39 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 4, 2026
18	Groupe Financier Stratège INC	Indirect evidence	Quebec, QC, CanadaHQ checked Sep 4, 2026	11-50	34 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 4, 2026
19	Finlogik INC	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	11-50	33 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 4, 2026
20	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 4, 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 4, 2026
21	Advisor Websites	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	11-50	22 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 4, 2026
22	Portfoliohiway	Partial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	20 contacts →
	Partial 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 4, 2026
23	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 4, 2026
24	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	1-10	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 4, 2026
25	Monarch Wealth Systems INC	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 4, 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: investment 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 277 investment advisory platforms based in Canada

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment 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 “investment 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 investment 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 investment 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, 1,614 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 4, 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.

Investment advisory platforms by metro

Investment advisory platforms in Toronto76

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 investment 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 investment advisory platforms are there based in Canada?

RevenueBase identified 277 investment 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?

BMO Nesbitt Burns, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

Toronto leads with 76 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,614 verified decision-maker contacts tracked across these 277 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 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 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.