Company lists · Data refreshed September 2026
Top 20 Investment management consulting firms based in Calgary, Canada
RevenueBase identified 51 investment management consulting firms headquartered in Calgary, Canada as of September 2026 and tracks 246 professional contacts across them, including 107 with verified work emails. Toronto is the largest hub.
This list covers investment management 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 21, 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.
The 20 largest investment management consulting firms based in Calgary, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 38 contacts → | ||||
Partial evidence “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 35 contacts → | ||||
Partial evidence “QV Investors is an independent asset and wealth management firm focused on principles of quality and value.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Indirect evidence “NCM is made for advice.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Strong evidence “SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Strong 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 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “Palisade Capital is a Calgary-based portfolio manager and investment fund manager.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “CAS is a privately-owned consulting firm that was established to provide practical advice and assistance in the areas of corporate administration and corporate…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “Whitehorn Capital is an independent, Western Canadian merger and acquisition advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “AC Capital Inc.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “At Pulse, we partner with private and public companies to provide on-demand investment banking, M&A, and strategic advisory services across multiple industries from seed-stage to…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Boxtop specializes in creating tailored capital markets advisory programs that encompass investor relations, capital markets communications, brand and awareness development, and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “Rockmount Financial Corporation, a private Ontario corporation headquartered in Calgary, was acquired by present management in 1976.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “PRAIRIE'S FINANCIAL ADVISORY BUSINESS IS FOCUSED ON DELIVERING IMPARTIAL, CREATIVE AND LONG-TERM IDEAS TO CLIENTS ACROSS THE FINANCIAL ADVISORY SPECTRUM.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Financial and management Consulting services” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Working Capital Corporation ("WCC") was founded in by Christopher Gulka, CA, CFA, and specializes in corporate finance, valuations, due diligence, mergers and acquisitions…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “We are a boutique investment and advisory firm that focuses on working with great people and having a long-term view.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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 management consulting firms. 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 management consulting firms.
- Partial evidence
- Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management consulting firms. 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 20 of 51 investment management consulting firms based in Calgary, Canada
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 107 reachable decision-makers.
Free signup · no credit card
Investment management consulting firms based in Calgary, Canada at a glance
As of Sep 21, 2026Companies by employee count
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 51 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 management 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 management 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 management 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 management 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, 107 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 21, 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 management consulting firms by metro in Canada
- Investment management consulting firms in Toronto208
- Investment management consulting firms in Vancouver71
- Investment management consulting firms in Calgary51
- Investment management consulting firms in Montreal48
- Investment management consulting firms in Mississauga27
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 management 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 management consulting firms are there based in Calgary, Canada?
RevenueBase identified 51 investment management 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?
The Wealthco. Group Of Companies, headquartered in Calgary, tops this list with the largest team on record.
Which city has the most investment management consulting firms?
Toronto leads with 208 headquartered companies, followed by Vancouver (71) and Calgary (51).
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 107 verified decision-maker contacts tracked across these 51 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 51 investment management consulting firms based in Calgary, Canada. Start with a free account, no credit card.
Download this list →Related lists
Investment management consulting firms by geography
- Investment management consulting firms based in Brisbane, Australia
- Investment management consulting firms based in Melbourne, Australia
- Investment management consulting firms based in Sydney, Australia
- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil
- Investment management consulting firms based in Rio De Janeiro, Brazil
- Investment management consulting firms based in Sao Paulo, Brazil
- Investment management consulting firms based in Montreal, Canada
- Investment management consulting firms based in Toronto, Canada
- Investment management consulting firms based in Vancouver, Canada
- Investment management consulting firms based in Bordeaux, France
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management consulting firms based in Brisbane, Australia
- Investment management consulting firms based in Melbourne, Australia
- Investment management consulting firms based in Sydney, Australia
- Investment management consulting firms based in Belo Horizonte, Brazil
- Investment management consulting firms based in Curitiba, Brazil
- Investment management consulting firms based in Porto Alegre, Brazil