Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 79 companies tracked

RevenueBase identified 79 investment advisory platforms headquartered in Toronto, Canada as of September 2026 and tracks 13,026 professional contacts across them, including 2,067 with verified work emails and 871 with mobile numbers. Toronto is the largest hub.

This list covers investment advisory platforms 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 12, 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 12, 2026 86% judged on-target in blind review

79Companies

13,026Contacts tracked

2,067Verified emails

871Mobile numbers

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The 25 largest investment advisory platforms based in Toronto, Canada

Ranked by team size

Top 25 of 79 investment advisory platforms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 12, 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 12, 2026	1,001-5,000	2,400 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 12, 2026
2	Wealthsimple	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1,001-5,000	1,929 contacts →
	Indirect evidence “Better than your bank.” Source: RevenueBase Database · checked Sep 12, 2026
3	Univeris	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
4	Q Wealth Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
5	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	91 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 12, 2026
6	Onevest	Indirect evidence	Toronto, CanadaHQ checked Sep 12, 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 12, 2026
7	Cibc Investor S Edge	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
8	Nexj Systems	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
9	Westcourt Capital	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	44 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 12, 2026
10	Bridgehouse Asset Managers	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
11	Qtrade	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	501-1,000	38 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 12, 2026
12	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
13	Portfoliohiway	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
14	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 12, 2026
15	Portfolioxpressway	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	18 contacts →
	Indirect evidence “Client experience is becoming a competitive differentiator in wealth management.” Source: RevenueBase Database · checked Sep 12, 2026
16	Advisorstream	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	13 contacts →
	Strong 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 12, 2026
17	Planworth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	13 contacts →
	Strong 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 12, 2026
18	Wealthforce	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1-10	11 contacts →
	Strong evidence “Wealthforce provides a range of mutual fund products, technology, tools and services for investment fund advisors to serve the investment needs of individuals.” Source: RevenueBase Database · checked Sep 12, 2026
19	Justwealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	8 contacts →
	Indirect evidence “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Source: RevenueBase Database · checked Sep 12, 2026
20	Provisus Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	6 contacts →
	Partial evidence “Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” Source: RevenueBase Database · checked Sep 12, 2026
21	Evolving Intelligence INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1-10	5 contacts →
	Strong evidence “AI driven private wealth preservation management B2B platform with intergenerational family wealth knowledge, and AI agents, for advisors to optimally plan, manage, grow, and…” Source: RevenueBase Database · checked Sep 12, 2026
22	Four Point Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 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 12, 2026
23	Investipal	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1-10	4 contacts →
	Indirect evidence “Investipal brings the work of running a wealth firm into one place.” Source: RevenueBase Database · checked Sep 12, 2026
24	Utradea	Strong evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1-10	4 contacts →
	Strong evidence “Utradea is the leading platform for investment ideas and insights.” Source: RevenueBase Database · checked Sep 12, 2026
25	Inukshuk Capital Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	3 contacts →
	Indirect evidence “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Source: RevenueBase Database · checked Sep 12, 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 79 investment advisory platforms based in Toronto, Canada

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Investment advisory platforms based in Toronto, Canada at a glance

As of Sep 12, 2026

15.9%Verified-email coverage

6.7%Mobile-number coverage

164.9Average contacts per company

1-10Median size (employees)

96.2%Largest-city concentration · Toronto

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

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 were verified and the company information checked

Email last verified

Median 15.0d

1,7700–30

28731–60

761–90

090–180

3180+

Company record updated

Median 61.0d

00–30

6,45431–60

4,94561–90

1,12590–180

502180+

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 Toronto, 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 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, 2,067 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 12, 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 in Canada

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 Toronto, Canada?

RevenueBase identified 79 investment advisory platforms 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?

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 2,067 verified decision-maker contacts tracked across these 79 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 12, 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.