Company lists · Data refreshed September 2026
Top 10 Investment management consulting firms based in Montreal, Canada
RevenueBase identified 48 investment management consulting firms headquartered in Montreal, Canada as of September 2026 and tracks 4,477 professional contacts across them, including 689 with verified work emails. Toronto is the largest hub.
This list covers investment management consulting firms headquartered in Montreal, 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 10 largest investment management consulting firms based in Montreal, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 64 contacts → | ||||
Indirect evidence “In 2016 Raymond James Ltd.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Strong evidence “Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Indirect evidence “Keira Capital Partners Inc.(“Keira”) is a Canadian company providing financial advisory services (capital raising and M&A services) to private and publicly-traded companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 6 contacts → | ||||
Indirect evidence “SSC is a dynamic, responsive company owned and run by experienced professionals with proven track records.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 4 contacts → | ||||
Indirect evidence “Invest in quality!” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2 contacts → | ||||
Indirect evidence “Rabaska Partners provides high-impact strategic and financial advice to corporations by providing exceptional resources and results on matters crucial to companies’ growth and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2 contacts → | ||||
Indirect evidence “Fetter Financial Corporation is a corporate financial advisory firm, located in the Greater Montreal Area, catering our services to private and public companies within Canada or…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence “Our Commitment to You At LS Financial, we are dedicated to providing exceptional service, professional advice, and personalized financial strategies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Indirect evidence “As trusted financial advisors, we are committed to empowering individuals, families and corporations tailoring their unique needs by creating and implementing a plan to reach…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Partial evidence “A group of entrepreneurs shared the vision of investing in tangible assets that they fully own and control, soon realized that real estate consulting services were underserved in…” 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 10 of 48 investment management consulting firms based in Montreal, Canada
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Investment management consulting firms based in Montreal, 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 Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 48 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 Montreal, 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 Montreal 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, 689 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 Montreal, Canada?
RevenueBase identified 48 investment management consulting firms headquartered in Montreal, 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?
3macs, A Division Of Raymond James, headquartered in Montreal, 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 689 verified decision-maker contacts tracked across these 48 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.
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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.
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