Company lists · Data refreshed September 2026

Top 25 Investment management software developers based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 77 companies tracked

RevenueBase identified 77 company matches for investment management software developers associated with Canada as of September 2026 and tracks 1,946 professional contacts across them, including 1,215 with verified work emails. Toronto is the largest hub.

This list covers company matches for investment management software developers 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 September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

77Companies

1,946Contacts tracked

1,215Verified emails

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The 25 largest investment management software developers based in Canada

Ranked by team size

Top 25 of 77 company matches for investment management software developers based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Nicola Wealth	Exact match	Vancouver, BC, CanadaHQ recorded Sep 28, 2026	501-1,000	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 · Sep 28, 2026 · View company records in RevenueBase
2	Croesus	Exact match	Laval, QC, CanadaHQ recorded Sep 28, 2026	201-500	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 · Sep 28, 2026 · View company records in RevenueBase
3	Conquest Planning	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 28, 2026	51-200	180 contacts →
	Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Irwin, A Factset Company	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	144 contacts →
	Exact match “At Irwin, our focus is building software for investor relations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Q Wealth Partners	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	201-500	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 · Sep 28, 2026 · View company records in RevenueBase
6	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	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 · Sep 28, 2026 · View company records in RevenueBase
7	Infinite Investment Systems	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	72 contacts →
	Exact match “Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Nexj Systems	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	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 · Sep 28, 2026 · View company records in RevenueBase
9	Investorcom	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	50 contacts →
	Exact match “InvestorCOM is a leading provider of regulatory compliance software and communications solutions for wealth and asset managers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Finlogik Offshore Solutions	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	46 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Toogood Financial Systems INC	Exact match	Markham, ON, CanadaHQ recorded Sep 28, 2026	51-200	33 contacts →
	Exact match “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Finlogik INC	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	33 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Mantle	Exact match	Toronto, CanadaHQ recorded Sep 28, 2026	11-50	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 · Sep 28, 2026 · View company records in RevenueBase
14	Ndex Systems	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Opes Software	Exact match	Kirkland, QC, CanadaHQ recorded Sep 28, 2026	51-200	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 · Sep 28, 2026 · View company records in RevenueBase
16	Portfoliohiway	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	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 · Sep 28, 2026 · View company records in RevenueBase
17	Inovestor	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Chronicle Financial Technologies	Exact match	Markham, ON, CanadaHQ recorded Sep 28, 2026	51-200	14 contacts →
	Exact match “Born as a portfolio management system for Canadian money managers, our industry leading portfolio engine has allowed us to deploy our solutions up and downstream the investment…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Planworth	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	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 · Sep 28, 2026 · View company records in RevenueBase
20	Artiffex	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Modernadvisor	Exact match	Vancouver, BC, CanadaHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Dolphin Enterprises LTD	Exact match	Vancouver, BC, CanadaHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Dolphin Enterprises Ltd was established in 1976 by Dan Dolphin, Founder and former CEO.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	siacharts.com	Exact match	Calgary, AB, CanadaHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Super Advisor	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	1-10	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 · Sep 28, 2026 · View company records in RevenueBase
25	Wealth Write.Up	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Simplifying complex investment accounting for professional services firms, family offices, and investment firms.” Recorded in the RevenueBase company graph · Sep 28, 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 software developers”. 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 77 investment management software developers based in Canada

See the full list, filter by size, metro and specialty, and access 1,215 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management software developers based in Canada at a glance

As of Sep 28, 2026

62.4%Verified-email coverage

25.3Average contacts per company

11-50Median size (employees)

32.5%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 77 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 software developers” 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 1,215 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 September 28, 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 software developers by metro

Investment management software developers in Toronto25

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 software developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management software developers are there based in Canada?

RevenueBase identified 77 company matches for investment management software developers associated with Canada as of September 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?

Nicola Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment management software developers?

Toronto leads with 25 company records, followed by Montreal (14) and Vancouver (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,215 professional contacts with verified work emails tracked across these 77 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 September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.