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, how directly it supports the match, 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 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 HQ checked on every row Match evidence 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. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	BMO Nesbitt BurnsStrong evidence	Toronto, CanadaHQ checked Sep 4, 2026	1,001-5,000	2,387
	“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: company website · checked Sep 4, 2026
2	CroesusIndirect evidence	Laval, ON, CanadaHQ checked Sep 4, 2026	201-500	240
	“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: company website · checked Sep 4, 2026
3	Conquest PlanningIndirect evidence	Winnipeg, MB, CanadaHQ checked Sep 4, 2026	51-200	177
	“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: company website · checked Sep 4, 2026
4	UniverisIndirect evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	139
	“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: company website · checked Sep 4, 2026
5	Q Wealth PartnersIndirect evidence	Toronto, BC, CanadaHQ checked Sep 4, 2026	201-500	133
	“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: company website · checked Sep 4, 2026
6	CapintelStrong evidence	Toronto, QC, CanadaHQ checked Sep 4, 2026	51-200	93
	“CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Source: company website · checked Sep 4, 2026
7	OnevestIndirect evidence	Toronto, CanadaHQ checked Sep 4, 2026	51-200	91
	“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: company website · checked Sep 4, 2026
8	D1g1tStrong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	88
	“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: company website · checked Sep 4, 2026
9	Cibc Investor S EdgePartial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	501-1,000	72
	“CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Source: company website · checked Sep 4, 2026
10	Nexj SystemsPartial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	71
	“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: company website · checked Sep 4, 2026
11	3macs, A Division Of Raymond JamesIndirect evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	201-500	64
	“In 2016 Raymond James Ltd.” Source: company website · checked Sep 4, 2026
12	Mako Financial TechnologiesStrong evidence	Montreal, BC, CanadaHQ checked Sep 4, 2026	51-200	50
	“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Source: company website · checked Sep 4, 2026
13	Raymond James USA LTDIndirect evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	n/a	47
	“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: company website · checked Sep 4, 2026
14	Bellwether Investment ManagementPartial evidence	Oakville, NS, CanadaHQ checked Sep 4, 2026	51-200	42
	“Bellwether Investment Management Inc.” Source: company website · checked Sep 4, 2026
15	Westcourt CapitalStrong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	42
	“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: company website · checked Sep 4, 2026
16	Bridgehouse Asset ManagersPartial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	41
	“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: company website · checked Sep 4, 2026
17	QtradeIndirect evidence	Toronto, BC, CanadaHQ checked Sep 4, 2026	501-1,000	39
	“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: company website · checked Sep 4, 2026
18	Groupe Financier Stratège INCIndirect evidence	Quebec, QC, CanadaHQ checked Sep 4, 2026	11-50	34
	“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: company website · checked Sep 4, 2026
19	Finlogik INCIndirect evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	11-50	33
	“At Finlogik, we develop a passion for financial innovation.” Source: company website · checked Sep 4, 2026
20	Ticoon TechnologyStrong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	24
	“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: company website · checked Sep 4, 2026
21	Advisor WebsitesPartial evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	11-50	22
	“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: company website · checked Sep 4, 2026
22	PortfoliohiwayPartial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	20
	“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: company website · checked Sep 4, 2026
23	Generation Iacp INCIndirect evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	19
	“Established in 1998, Generation IACP Inc.” Source: company website · checked Sep 4, 2026
24	IPC Investment Planning CouncilIndirect evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	1-10	19
	Source: company website · checked Sep 4, 2026
25	Monarch Wealth Systems INCIndirect evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	18
	Source: company website · checked Sep 4, 2026

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

1-10Median size (employees)

TorontoLargest hub · 76 HQs

843Contacts with mobile numbers

Sep 4, 2026Data 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+

Verified emails by last verification

0–30

31–60

112

61–90

882

90–180

613

180+

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 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.