Company lists · Data refreshed October 2026

Top 25 Investment management automation vendors based in Canada

Name: Investment management automation vendors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 79 companies tracked

RevenueBase identified 79 company matches for investment management automation vendors associated with Canada as of October 2026 and tracks 1,987 professional contacts across them, including 996 with verified work emails. Toronto is the largest hub.

This list covers company matches for investment management automation vendors associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 17, 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 RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

79Companies

1,987Contacts tracked

996Verified emails

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The 25 largest investment management automation vendors based in Canada

Ranked by team size

Top 25 of 79 company matches for investment management automation vendors based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	International Financial Data Services Ifds	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1,001-5,000	514 contacts →
	Exact match “Global Perspective.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Croesus	Exact match	Laval, QC, CanadaHQ recorded Oct 17, 2026	201-500	258 contacts →
	Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Purefacts Financial Solutions	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	51-200	162 contacts →
	Exact match “We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	51-200	87 contacts →
	Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Onevest	Exact match	Toronto, CanadaHQ recorded Oct 17, 2026	51-200	84 contacts →
	Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Infinite Investment Systems	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	51-200	72 contacts →
	Exact match “Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Mako Financial Technologies	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	51-200	58 contacts →
	Exact match “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Investorcom	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	50 contacts →
	Exact match “InvestorCOM is a leading provider of regulatory compliance software and communications solutions for wealth and asset managers.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Four Eyes Financial	Exact match	Saint John, NB, CanadaHQ recorded Oct 17, 2026	51-200	40 contacts →
	Exact match “Changing the way compliance is done Globally.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Mantle	Exact match	Toronto, CanadaHQ recorded Oct 17, 2026	11-50	37 contacts →
	Exact match “Mantle is building the next generation of tools to transform how private assets are managed.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Toogood Financial Systems INC	Exact match	Markham, ON, CanadaHQ recorded Oct 17, 2026	51-200	33 contacts →
	Exact match “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Finlogik INC	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	33 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Ndex Systems	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	32 contacts →
	Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Finlogik Offshore Solutions	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	26 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Ticoon Technology	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	26 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	SIBLI	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	25 contacts →
	Exact match “Institutional investors leverage our technology to secure an information advantage, uncover blind spots, and improve performance.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Opes Software	Exact match	Kirkland, QC, CanadaHQ recorded Oct 17, 2026	51-200	25 contacts →
	Exact match “OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Portfoliohiway	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	21 contacts →
	Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Inovestor	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	21 contacts →
	Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Advisor Websites	Exact match	Vancouver, BC, CanadaHQ recorded Oct 17, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Modernadvisor	Exact match	Vancouver, BC, CanadaHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Planworth	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Artiffex	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	1-10	11 contacts →
	Exact match “Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	siacharts.com	Exact match	Calgary, AB, CanadaHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Advisorstream	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment management automation vendors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 79 investment management automation vendors based in Canada

See the full list, filter by size, metro and specialty, and access 996 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management automation vendors based in Canada at a glance

As of Oct 17, 2026

50.1%Verified-email coverage

25.2Average contacts per company

11-50Median size (employees)

38.0%Largest-city concentration · Toronto

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 79 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Canada whose business descriptions match “investment management automation vendors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 996 professional contacts with verified work emails across the full matched dataset. 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 October 17, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment management automation vendors by metro

Investment management automation vendors in Toronto30

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment management automation vendors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management automation vendors are there based in Canada?

RevenueBase identified 79 company matches for investment management automation vendors associated with Canada as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

International Financial Data Services Ifds tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment management automation vendors?

Toronto leads with 30 company records, followed by Montreal (13) and Vancouver (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 996 professional contacts with verified work emails tracked across these 79 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 17, 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.