Company lists · Data refreshed September 2026

Top 25 Investment management software providers based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 57 companies tracked

RevenueBase identified 57 investment management software providers headquartered in Canada as of September 2026 and tracks 1,684 professional contacts across them, including 656 with verified work emails and 133 with mobile numbers. Toronto is the largest hub.

This list covers investment management software providers headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 4, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

57Companies

1,684Contacts tracked

656Verified emails

133Mobile numbers

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The 25 largest investment management software providers based in Canada

Ranked by team size

Top 25 of 57 investment management software providers based in Canada, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment management software providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Croesus	Partial evidence	Laval, ON, CanadaHQ checked Sep 4, 2026	201-500	240 contacts →
	Partial evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 4, 2026
2	Irwin, A Factset Company	Partial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	146 contacts →
	Partial evidence “At Irwin, our focus is building software for investor relations.” Source: RevenueBase Database · checked Sep 4, 2026
3	Q Wealth Partners	Indirect evidence	Toronto, BC, CanadaHQ checked Sep 4, 2026	201-500	133 contacts →
	Indirect evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 4, 2026
4	D1g1t	Partial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	88 contacts →
	Partial evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 4, 2026
5	Infinite Investment Systems	Strong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	71 contacts →
	Strong evidence “Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Source: RevenueBase Database · checked Sep 4, 2026
6	Nexj Systems	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	71 contacts →
	Indirect evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 4, 2026
7	Finlogik Offshore Solutions	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	11-50	46 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 4, 2026
8	Mantle	Indirect evidence	Toronto, CanadaHQ checked Sep 4, 2026	11-50	33 contacts →
	Indirect evidence “Mantle is building the next generation of tools to transform how private assets are managed.” Source: RevenueBase Database · checked Sep 4, 2026
9	Toogood Financial Systems INC	Strong evidence	Markham, ON, CanadaHQ checked Sep 4, 2026	51-200	32 contacts →
	Strong evidence “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: RevenueBase Database · checked Sep 4, 2026
10	Ndex Systems INC	Partial evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	11-50	28 contacts →
	Partial evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 4, 2026
11	Opes Software	Strong evidence	Kirkland, QC, CanadaHQ checked Sep 4, 2026	51-200	24 contacts →
	Strong evidence “OPES Software is a global provider of investment management solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 4, 2026
12	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	24 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 4, 2026
13	Portfoliohiway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	20 contacts →
	Strong evidence “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: RevenueBase Database · checked Sep 4, 2026
14	Agora Dealer Services	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	14 contacts →
	Partial evidence “Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Source: RevenueBase Database · checked Sep 4, 2026
15	Planworth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	13 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 4, 2026
16	Artiffex INC	Partial evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	1-10	12 contacts →
	Partial evidence “Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.” Source: RevenueBase Database · checked Sep 4, 2026
17	Modernadvisor	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	11-50	12 contacts →
	Indirect evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 4, 2026
18	siacharts.com	Strong evidence	Calgary, AB, CanadaHQ checked Sep 4, 2026	11-50	11 contacts →
	Strong evidence “SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: RevenueBase Database · checked Sep 4, 2026
19	Snap Projections	Strong evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	8 contacts →
	Strong evidence “Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Source: RevenueBase Database · checked Sep 4, 2026
20	Wealth Write.Up	Partial evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	1-10	8 contacts →
	Partial evidence “Simplifying complex investment accounting for professional services firms, family offices, and investment firms.” Source: RevenueBase Database · checked Sep 4, 2026
21	Cloudvisor Wealth INC	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	6 contacts →
	Indirect evidence “Cloudvisor Wealth offers everything that you need to run your wealth practice with greater precision.” Source: RevenueBase Database · checked Sep 4, 2026
22	Robust Technologies INC	Strong evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	1-10	6 contacts →
	Strong evidence “Robust Technologies is a company dedicated to the investment management industry since 2006.” Source: RevenueBase Database · checked Sep 4, 2026
23	Viefund Corporation	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 4, 2026	11-50	6 contacts →
	Partial evidence “VieFUND is a software development and consulting firm, specializing in servicing mutual fund dealers in Canada.” Source: RevenueBase Database · checked Sep 4, 2026
24	Analytixinsight	Partial evidence	North York, ON, CanadaHQ checked Sep 4, 2026	11-50	6 contacts →
	Partial evidence “AnalytixInsight is a data analytics and enterprise software solutions provider to world-leading institutions across various industries.” Source: RevenueBase Database · checked Sep 4, 2026
25	Adws Canada	Indirect evidence	Laval, CanadaHQ checked Sep 4, 2026	11-50	5 contacts →
	Indirect evidence “Architecting Dynamic Web Solutions Accelerating Digital Wealth Strategies” Source: RevenueBase Database · checked Sep 4, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment management software providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment management software providers.
Partial evidence: Its own public description names part of investment management software providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management software providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 57 investment management software providers based in Canada

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Investment management software providers based in Canada at a glance

As of Sep 4, 2026

39.0%Verified-email coverage

7.9%Mobile-number coverage

29.5Average contacts per company

11-50Median size (employees)

38.6%Largest-city concentration · Toronto

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

4831–60

34261–90

26490–180

2180+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment management software providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “investment management software providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment management software providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment management software providers, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 656 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment management software providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 57 investment management software providers headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Croesus, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most investment management software providers?

Toronto leads with 22 headquartered companies, followed by Montreal (9) and Mississauga (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 656 verified decision-maker contacts tracked across these 57 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.

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About this data

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