Company lists · Data refreshed September 2026

Top 25 Investment firms based in Calgary, Canada

RevenueBase identified 92 investment firms headquartered in Calgary, Canada as of September 2026 and tracks 824 professional contacts across them, including 364 with verified work emails. Toronto is the largest hub.

This list covers investment 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, 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
92Companies
824Contacts tracked
364Verified emails
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The 25 largest investment firms based in Calgary, Canada

Ranked by team size
Top 25 of 92 investment firms based in Calgary, Canada, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: 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.
#CompanyHeadquartersEmployeesContacts
1
Leede Financial INCIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 2026201-500160
Source: company website · checked Sep 4, 2026
2
Pinnacle Wealth BrokersIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202651-20083

“Pinnacle Wealth, situated in Calgary, Alberta, is a rapidly expanding financial services firm.”

Source: company website · checked Sep 4, 2026
3
Acumen Capital PartnersIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202651-20055

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

Source: company website · checked Sep 4, 2026
4
Kinsted WealthStrong evidence
Calgary, AB, CanadaHQ checked Sep 4, 202611-5033

“Kinsted manages portfolios using institutional investment strategies for affluent individuals, families and institutions across Canada.”

Source: company website · checked Sep 4, 2026
5
Axcess Capital Advisors INCIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202611-5023
Source: company website · checked Sep 4, 2026
6
NCM InvestmentsIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202611-5016

“NCM is made for advice.”

Source: company website · checked Sep 4, 2026
7Calgary, AB, CanadaHQ checked Sep 4, 202611-5014

“At Viewpoint, we’re driven by a passion for innovation and a commitment to delivering superior outcomes for our investors.”

Source: company website · checked Sep 4, 2026
8
Leede Jones Gable INCIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202651-20013
Source: company website · checked Sep 4, 2026
9
Cardon GroupIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202611-5011

“The CARDON group is a micro private equity company that invests, owns, and operates small to mid-cap companies across Canada.”

Source: company website · checked Sep 4, 2026
10
EquicapitaStrong evidence
Calgary, AB, CanadaHQ checked Sep 4, 202611-5010

“Equicapita is built around the premise that private equity investments in small, medium enterprises (“SMEs”) are an excellent long-term investment and that a large generational…”

Source: company website · checked Sep 4, 2026
11Calgary, AB, CanadaHQ checked Sep 4, 20261-109

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

Source: company website · checked Sep 4, 2026
12
Alcedio Capital INCIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202611-508

“Alcedio Capital stands at the forefront of independent capital markets and financial advisory firms in North America, positioned well ahead of our peers based on our unique…”

Source: company website · checked Sep 4, 2026
13
Camber Private WealthIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 20261-107

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

Source: company website · checked Sep 4, 2026
14Calgary, AB, CanadaHQ checked Sep 4, 202611-507

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

Source: company website · checked Sep 4, 2026
15
Sidhu Investment GroupStrong evidence
Calgary, AB, CanadaHQ checked Sep 4, 20261-107

“SIG is a bespoke investment firm that caters specifically to the real estate market.”

Source: company website · checked Sep 4, 2026
16Calgary, AB, CanadaHQ checked Sep 4, 20261-105

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

Source: company website · checked Sep 4, 2026
17
RED Barn Investment CounselIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 20261-105
Source: company website · checked Sep 4, 2026
18
CH Financial LTDIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 202611-504

“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: company website · checked Sep 4, 2026
19
Zelos Investment CounselIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
20Calgary, AB, CanadaHQ checked Sep 4, 202611-504

“Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.”

Source: company website · checked Sep 4, 2026
21Calgary, AB, CanadaHQ checked Sep 4, 20261-103

“Creating financial plans with custom portfolios tailored to helping our clients prosper.”

Source: company website · checked Sep 4, 2026
22Calgary, AB, CanadaHQ checked Sep 4, 2026501-1,0003

“The TriVest Wealth Counsel team is part of Wellington-Altus Private Counsel, a private client and institutional investment firm specializing in discretionary risk-managed…”

Source: company website · checked Sep 4, 2026
23
AC CapitalIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 20261-103

“AC Capital Inc.”

Source: company website · checked Sep 4, 2026
24
Vada CapitalIndirect evidence
Calgary, AB, CanadaHQ checked Sep 4, 20261-103

“More than just capital… Vada Capital is an independent, family-backed private equity firm that partners with passionate management teams to achieve growth.”

Source: company website · checked Sep 4, 2026
25
Nautilus EndeavoursStrong evidence
Calgary, AB, CanadaHQ checked Sep 4, 20261-103

“We bring strong track records of leadership and execution across a wide range of experiences including investment banking, senior lending, structured debt, private equity and…”

Source: company website · checked Sep 4, 2026

Showing 25 of 92 investment firms based in Calgary, Canada

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Investment firms based in Calgary, Canada at a glance

As of Sep 4, 2026
1-10Median size (employees)
TorontoLargest hub · 344 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
61
11-50
22
51-200
5
201-500
2
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole Canada list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 92 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 firms, 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 Calgary, Canada whose own description of what they do matches “investment firms”. 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 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 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, 364 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 firms by metro in Canada

Frequently asked

How many investment firms are there based in Calgary, Canada?

RevenueBase identified 92 investment 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?

Leede Financial INC, headquartered in Calgary, tops this list with the largest team on record.

Which city has the most investment firms?

Toronto leads with 344 headquartered companies, followed by Vancouver (123) and Calgary (92).

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 364 verified decision-maker contacts tracked across these 92 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.