Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Calgary, Canada

RevenueBase identified 131 investment consulting firms headquartered in Calgary, Canada as of September 2026 and tracks 650 professional contacts across them, including 233 with verified work emails. Across Canada, Toronto is the largest hub for this category (363 companies); Calgary has 131.

This list covers investment consulting firms 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 26, 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 26, 2026 86% judged on-target in blind review
131Companies
650Contacts tracked
233Verified emails
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The 25 largest investment consulting firms based in Calgary, Canada

Ranked by team size
Top 25 of 131 investment consulting firms based in Calgary, Canada, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 202651-20054 contacts →

Indirect evidence

“Our goal is to see you reach your financial goals.”

Source: RevenueBase Database · checked Sep 26, 2026
2Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 2026201-50054 contacts →

Indirect evidence

“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.”

Source: RevenueBase Database · checked Sep 26, 2026
3Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 202611-5018 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 26, 2026
4Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 202611-5016 contacts →

Indirect evidence

“NCM is made for advice.”

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-1011 contacts →

Indirect 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 26, 2026
6Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-1011 contacts →

Indirect evidence

“We Never Forget Whose Money It Is: YOURS”

Source: RevenueBase Database · checked Sep 26, 2026
7Partial evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-109 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 26, 2026
8Partial evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-109 contacts →

Partial evidence

“Palisade Capital is a Calgary-based portfolio manager and investment fund manager.”

Source: RevenueBase Database · checked Sep 26, 2026
9Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 202611-509 contacts →

Indirect evidence

“Education.”

Source: RevenueBase Database · checked Sep 26, 2026
10Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 202611-508 contacts →

Indirect 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 26, 2026
11Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-108 contacts →

Indirect evidence

“At Camber we simplify the complex, guiding clients on the path to financial clarity.”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-107 contacts →

Indirect evidence

“We are a Wealth Advisory Team for a select group of successful Business Owners and Influential Families, who among other things, aspire to a work-optional lifestyle and to secure…”

Source: RevenueBase Database · checked Sep 26, 2026
13Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 202611-507 contacts →

Indirect evidence

“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.”

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-107 contacts →

Indirect evidence

“PR Wealth Management offers a wide range of financial and insurance products and services to individuals and businesses.”

Source: RevenueBase Database · checked Sep 26, 2026
15Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-106 contacts →

Indirect evidence

“Our Holistic Services We go beyond traditional portfolio management to deliver a total financial partnership.”

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-105 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 26, 2026
17Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“We hold our clients’ best interests at heart.”

Source: RevenueBase Database · checked Sep 26, 2026
18Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“At Reyes Group, we believe in enriching the lives around us.”

Source: RevenueBase Database · checked Sep 26, 2026
19Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“Future Values Estate & Financial Planning provides comprehensive financial planning services.”

Source: RevenueBase Database · checked Sep 26, 2026
20Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 26, 2026
21Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 202611-504 contacts →

Indirect 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 26, 2026
22Partial evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-104 contacts →

Partial evidence

“Bridge Advisory Incorporated is an established Private Capital Consulting firm.”

Source: RevenueBase Database · checked Sep 26, 2026
23Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.”

Source: RevenueBase Database · checked Sep 26, 2026
24Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…”

Source: RevenueBase Database · checked Sep 26, 2026
25Indirect evidenceCalgary, AB, CanadaHQ checked Sep 26, 20261-104 contacts →

Indirect 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 26, 2026

Showing 25 of 131 investment consulting firms based in Calgary, Canada

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Investment consulting firms based in Calgary, Canada at a glance

As of Sep 26, 2026
35.8%Verified-email coverage
5.0Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
107
11-50
16
51-200
2
201-500
2
501-1,000
1
1,001-5,000
1
5,001-10,000
1

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 131 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 investment consulting firms, 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 “investment consulting firms”. 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 consulting firms), 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 consulting firms, 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, 233 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 26, 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.

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 consulting firms, 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 consulting firms are there based in Calgary, Canada?

RevenueBase identified 131 investment consulting firms 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 investment consulting firms?

Toronto leads Canada with 363 headquartered companies, followed by Vancouver (144) and Calgary (131).

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 233 verified decision-maker contacts tracked across these 131 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 26, 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.