Company lists · Data refreshed October 2026
Top 25 Investment management platforms based in Canada
RevenueBase identified 142 company matches for investment management platforms associated with Canada as of October 2026 and tracks 3,435 professional contacts across them, including 1,651 with verified work emails. Toronto is the largest hub.
This list covers company matches for investment management platforms 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 1, 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.
The 25 largest investment management platforms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 469 contacts → | ||||
Exact match “Innocap is the leading Dedicated Managed Account Platform globally.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 447 contacts → | ||||
Exact match “Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 238 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 1, 2026 · View company records in RevenueBase | |||||
| 4 | 140 contacts → | ||||
Exact match “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 134 contacts → | ||||
Exact match “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 105 contacts → | ||||
Exact match “One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 93 contacts → | ||||
Exact match “CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 91 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 1, 2026 · View company records in RevenueBase | |||||
| 9 | 87 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 1, 2026 · View company records in RevenueBase | |||||
| 10 | 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 1, 2026 · View company records in RevenueBase | |||||
| 11 | 69 contacts → | ||||
Exact match “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 51 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 1, 2026 · View company records in RevenueBase | |||||
| 13 | 46 contacts → | ||||
Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 38 contacts → | ||||
Exact match “With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 33 contacts → | ||||
Exact match “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 32 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 1, 2026 · View company records in RevenueBase | |||||
| 17 | 28 contacts → | ||||
Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 24 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 1, 2026 · View company records in RevenueBase | |||||
| 21 | 24 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 1, 2026 · View company records in RevenueBase | |||||
| 22 | 20 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 1, 2026 · View company records in RevenueBase | |||||
| 23 | 19 contacts → | ||||
Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 18 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “Client experience is becoming a competitive differentiator in wealth management.” Recorded in the RevenueBase company graph · Oct 1, 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 platforms”. 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 142 investment management platforms based in Canada
See the full list, filter by size, metro and specialty, and access 1,651 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment management platforms based in Canada at a glance
As of Oct 1, 2026Companies by employee count
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 142 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 platforms” 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 1,651 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 1, 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 platforms by metro
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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment management platforms are there based in Canada?
RevenueBase identified 142 company matches for investment management platforms 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?
Innocap tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment management platforms?
Toronto leads with 61 company records, followed by Montreal (21) and Vancouver (10).
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 1,651 professional contacts with verified work emails tracked across these 142 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 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 142 investment management platforms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Investment management platforms by geography
- Investment management platforms based in Sydney, Australia
- Investment management platforms based in Sao Paulo, Brazil
- Investment management platforms based in Toronto, Canada
- Investment management platforms based in Paris, France
- Investment management platforms based in Hong Kong, Hong Kong
- Investment management platforms based in Bangalore, India
- Investment management platforms based in Gurgaon, India
- Investment management platforms based in Hyderabad, India
- Investment management platforms based in Mumbai, India
- Investment management platforms based in New Delhi, India
- Investment management platforms based in Singapore, Singapore
- Investment management platforms based in Madrid, Spain
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management platforms based in Sydney, Australia
- Investment management platforms based in Sao Paulo, Brazil
- Investment management platforms based in Toronto, Canada
- Investment management platforms based in Paris, France
- Investment management platforms based in Hong Kong, Hong Kong
- Investment management platforms based in Bangalore, India
Company intelligence · public preview
Top 25 investment management platforms based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 142 matching company records for investment management platforms based in Canada, with 3,435 tracked contacts and 1,651 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment management platforms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Innocapinnocap.comHQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 469 contacts → |
“Innocap is the leading Dedicated Managed Account Platform globally.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Nicola Wealthnicolawealth.comHQ: Vancouver, BC, CanadaReported employees: 501-1,000 | Vancouver, BC, Canada | 501-1,000 | Exact match | 447 contacts → |
“Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Croesuscroesus.comHQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Univerisuniveris.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 140 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Q Wealth Partnersqwealth.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  IA Clarington Investmentsiaclarington.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 105 contacts → |
“One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Capintelcapintel.comHQ: Toronto, NS, CanadaReported employees: 51-200 | Toronto, NS, Canada | 51-200 | Exact match | 93 contacts → |
“CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  D1g1td1g1t.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 91 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Onevestonevest.comHQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Infinite Investment Systemsinf-systems.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 72 contacts → |
“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Nexj Systemsnexj.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mako Financial Technologiesmakofintech.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finlogik Offshore Solutionscanaccordgenuity.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 46 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Qtradeqtrade.caHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 38 contacts → |
“With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Toogood Financial Systems INCtoogood.comHQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 33 contacts → |
“Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mantlewithmantle.comHQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 32 contacts → |
“Mantle is building the next generation of tools to transform how private assets are managed.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ndex Systemsndexsystems.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 28 contacts → |
“NDEX Systems specializes in financial data and wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Capstone Asset Management INCcapstoneassets.caHQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 25 contacts → |
“Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Qube Investment Management INCqubeinvest.caHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 25 contacts → |
“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Opes Softwareopessoftware.comHQ: Kirkland, QC, CanadaReported employees: 51-200 | Kirkland, QC, Canada | 51-200 | Exact match | 24 contacts → |
“OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Ticoon Technologyticoon.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Portfoliohiwayportfoliohiway.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Inovestorinovestor.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Inovestor Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Monarch Wealth Systems INCmonarchwealth.caHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Portfolioxpresswayportfolioxpressway.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Client experience is becoming a competitive differentiator in wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 142 company matches
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Investment management platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
142 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 142 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management platforms by metro
Questions about this company list
What does Exact match mean for investment management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management platforms did RevenueBase find based in Canada?
The saved snapshot records 142 matching company records, 3,435 tracked contacts and 1,651 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment management platforms by geography
- Investment management platforms based in Sydney, Australia
- Investment management platforms based in Sao Paulo, Brazil
- Investment management platforms based in Toronto, Canada
- Investment management platforms based in Paris, France
- Investment management platforms based in Hong Kong, Hong Kong
- Investment management platforms based in Bangalore, India
- Investment management platforms based in Gurgaon, India
- Investment management platforms based in Hyderabad, India
- Investment management platforms based in Mumbai, India
- Investment management platforms based in New Delhi, India
- Investment management platforms based in Singapore, Singapore
- Investment management platforms based in Madrid, Spain
Cite this list
RevenueBase Data Team. Top 25 investment management platforms based in Canada. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-management-platforms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management platforms based in Sydney, Australia
- Investment management platforms based in Sao Paulo, Brazil
- Investment management platforms based in Toronto, Canada
- Investment management platforms based in Paris, France
- Investment management platforms based in Hong Kong, Hong Kong
- Investment management platforms based in Bangalore, India
Company intelligence · public preview
Top 25 investment management platforms based in Canada
RevenueBase records 142 matching company records for investment management platforms based in Canada, with 3,435 tracked contacts and 1,651 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment management platforms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Innocapinnocap.com HQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 469 contacts → |
“Innocap is the leading Dedicated Managed Account Platform globally.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Nicola Wealthnicolawealth.com HQ: Vancouver, BC, CanadaReported employees: 501-1,000 | Vancouver, BC, Canada | 501-1,000 | Exact match | 447 contacts → |
“Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Croesuscroesus.com HQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Univerisuniveris.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 140 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Q Wealth Partnersqwealth.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | IA Clarington Investmentsiaclarington.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 105 contacts → |
“One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Capintelcapintel.com HQ: Toronto, NS, CanadaReported employees: 51-200 | Toronto, NS, Canada | 51-200 | Exact match | 93 contacts → |
“CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | D1g1td1g1t.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 91 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Onevestonevest.com HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Infinite Investment Systemsinf-systems.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 72 contacts → |
“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Nexj Systemsnexj.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mako Financial Technologiesmakofintech.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finlogik Offshore Solutionscanaccordgenuity.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 46 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Qtradeqtrade.ca HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 38 contacts → |
“With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Toogood Financial Systems INCtoogood.com HQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 33 contacts → |
“Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mantlewithmantle.com HQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 32 contacts → |
“Mantle is building the next generation of tools to transform how private assets are managed.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ndex Systemsndexsystems.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 28 contacts → |
“NDEX Systems specializes in financial data and wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Capstone Asset Management INCcapstoneassets.ca HQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 25 contacts → |
“Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Qube Investment Management INCqubeinvest.ca HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 25 contacts → |
“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Opes Softwareopessoftware.com HQ: Kirkland, QC, CanadaReported employees: 51-200 | Kirkland, QC, Canada | 51-200 | Exact match | 24 contacts → |
“OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ticoon Technologyticoon.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Portfoliohiwayportfoliohiway.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Inovestorinovestor.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Inovestor Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Monarch Wealth Systems INCmonarchwealth.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Portfolioxpresswayportfolioxpressway.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Client experience is becoming a competitive differentiator in wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 142 company matches
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Investment management platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
142 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 142 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management platforms by metro
Questions about this company list
What does Exact match mean for investment management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management platforms did RevenueBase find based in Canada?
The saved snapshot records 142 matching company records, 3,435 tracked contacts and 1,651 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment management platforms by geography
- Investment management platforms based in Sydney, Australia
- Investment management platforms based in Sao Paulo, Brazil
- Investment management platforms based in Toronto, Canada
- Investment management platforms based in Paris, France
- Investment management platforms based in Hong Kong, Hong Kong
- Investment management platforms based in Bangalore, India
- Investment management platforms based in Gurgaon, India
- Investment management platforms based in Hyderabad, India
- Investment management platforms based in Mumbai, India
- Investment management platforms based in New Delhi, India
- Investment management platforms based in Singapore, Singapore
- Investment management platforms based in Madrid, Spain
Cite this list
RevenueBase Data Team. Top 25 investment management platforms based in Canada. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-management-platforms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Investment management platforms based in Sydney, Australia
- Investment management platforms based in Sao Paulo, Brazil
- Investment management platforms based in Toronto, Canada
- Investment management platforms based in Paris, France
- Investment management platforms based in Hong Kong, Hong Kong
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