Company lists · Data refreshed October 2026
Top 25 Investment management platforms based in Toronto, Canada
RevenueBase identified 61 company matches for investment management platforms associated with Toronto, Canada as of October 2026 and tracks 1,498 professional contacts across them, including 507 with verified work emails. Across Canada, Toronto is the largest hub for this category.
This list covers company matches for investment management platforms associated with Toronto, 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 Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 14 contacts → | ||||
Exact match “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 13 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 1, 2026 · View company records in RevenueBase | |||||
| 15 | 13 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 1, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Wealthforce provides a range of mutual fund products, technology, tools and services for investment fund advisors to serve the investment needs of individuals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “BuyProperly is an award-winning, AI-powered online marketplace for fractional investments in private assets such as real estate.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Super Advisor helps investment advisors automate processes so they can spend more time doing what they do best” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Tralucent Asset Management is registered as PM, IFM, and EMD in Ontario.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “AlphaDesk delivers real-time order, portfolio, and operations management tools to fund managers.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Founded in 2014, Find Bob is the leading provider of transition management platforms for the financial services industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Established in 2016, Velos Capital is an independent asset management platform specializing in private mortgage investment vehicles.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Midasboard is the direct investment platform for alternative investments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” 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 61 investment management platforms based in Toronto, Canada
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Investment management platforms based in Toronto, Canada at a glance
As of Oct 1, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 61 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 Toronto, 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 507 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.
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 Toronto, Canada?
RevenueBase identified 61 company matches for investment management platforms associated with Toronto, 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?
Univeris tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most investment management platforms?
Toronto leads Canada 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 507 professional contacts with verified work emails tracked across these 61 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 61 investment management platforms based in Toronto, Canada. Start with a free account, no credit card.
Download this list →Related lists
Investment management platforms by geography
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- Investment management platforms based in Madrid, Spain
- Investment management platforms based in Zurich, Switzerland
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 Paris, France
- Investment management platforms based in Hong Kong, Hong Kong
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Company intelligence · public preview
Top 25 investment management platforms based in Toronto, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 61 matching company records for investment management platforms based in Toronto, Canada, with 1,498 tracked contacts and 507 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 Toronto, 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  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. | |||||
| 12 |  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. | |||||
| 13 |  Barrantagh Investment Managementbarrantagh.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Advisorstreamadvisor.broadridge.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Planworthplanworth.coHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wealthforcewealthforce.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Wealthforce provides a range of mutual fund products, technology, tools and services for investment fund advisors to serve the investment needs of individuals.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Buyproperlybuyproperly.aiHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“BuyProperly is an award-winning, AI-powered online marketplace for fractional investments in private assets such as real estate.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Super Advisorsuperadvisor.aiHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Super Advisor helps investment advisors automate processes so they can spend more time doing what they do best” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Justwealthjustwealth.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Tralucent Asset Managementtralucent.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Tralucent Asset Management is registered as PM, IFM, and EMD in Ontario.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Sggg Alphadeskalphadesk.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 7 contacts → |
“AlphaDesk delivers real-time order, portfolio, and operations management tools to fund managers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Findbobfindbob.io HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Founded in 2014, Find Bob is the leading provider of transition management platforms for the financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Velos Capital Corpveloscap.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Established in 2016, Velos Capital is an independent asset management platform specializing in private mortgage investment vehicles.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Midasboardmidasboard.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Midasboard is the direct investment platform for alternative investments.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Inukshuk Capital Managementinukshukcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 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
61 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 across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 61 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 ↗
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 Toronto, Canada?
The saved snapshot records 61 matching company records, 1,498 tracked contacts and 507 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 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
- Investment management platforms based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 25 investment management platforms based in Toronto, Canada. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-management-platforms/canada/toronto.
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 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
Company intelligence · public preview
Top 25 investment management platforms based in Toronto, Canada
RevenueBase records 61 matching company records for investment management platforms based in Toronto, Canada, with 1,498 tracked contacts and 507 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 Toronto, 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | Barrantagh Investment Managementbarrantagh.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Advisorstreamadvisor.broadridge.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Planworthplanworth.co HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 13 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wealthforcewealthforce.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Wealthforce provides a range of mutual fund products, technology, tools and services for investment fund advisors to serve the investment needs of individuals.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Buyproperlybuyproperly.ai HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“BuyProperly is an award-winning, AI-powered online marketplace for fractional investments in private assets such as real estate.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Super Advisorsuperadvisor.ai HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Super Advisor helps investment advisors automate processes so they can spend more time doing what they do best” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Justwealthjustwealth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Tralucent Asset Managementtralucent.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Tralucent Asset Management is registered as PM, IFM, and EMD in Ontario.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Sggg Alphadeskalphadesk.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 7 contacts → |
“AlphaDesk delivers real-time order, portfolio, and operations management tools to fund managers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Findbobfindbob.io HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Founded in 2014, Find Bob is the leading provider of transition management platforms for the financial services industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Velos Capital Corpveloscap.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Established in 2016, Velos Capital is an independent asset management platform specializing in private mortgage investment vehicles.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Midasboardmidasboard.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Midasboard is the direct investment platform for alternative investments.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Inukshuk Capital Managementinukshukcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 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
61 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 across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 61 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 ↗
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 Toronto, Canada?
The saved snapshot records 61 matching company records, 1,498 tracked contacts and 507 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.
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Cite this list
RevenueBase Data Team. Top 25 investment management platforms based in Toronto, Canada. Snapshot: October 1, 2026. https://revenuebase.ai/companies/investment-management-platforms/canada/toronto.
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
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