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, how directly it supports the match, 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 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 HQ checked on every row Match evidence 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. Evidence rates how directly each company's own description names investment management software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	CroesusPartial evidence	Laval, ON, CanadaHQ checked Sep 4, 2026	201-500	240
	“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: company website · checked Sep 4, 2026
2	Irwin, A Factset CompanyPartial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	146
	“At Irwin, our focus is building software for investor relations.” Source: company website · checked Sep 4, 2026
3	Q Wealth PartnersIndirect evidence	Toronto, BC, CanadaHQ checked Sep 4, 2026	201-500	133
	“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: company website · checked Sep 4, 2026
4	D1g1tPartial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	88
	“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: company website · checked Sep 4, 2026
5	Infinite Investment SystemsStrong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	71
	“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Source: company website · checked Sep 4, 2026
6	Nexj SystemsIndirect evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	51-200	71
	“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: company website · checked Sep 4, 2026
7	Finlogik Offshore SolutionsIndirect evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	11-50	46
	“At Finlogik, we develop a passion for financial innovation.” Source: company website · checked Sep 4, 2026
8	MantleIndirect evidence	Toronto, CanadaHQ checked Sep 4, 2026	11-50	33
	“Mantle is building the next generation of tools to transform how private assets are managed.” Source: company website · checked Sep 4, 2026
9	Toogood Financial Systems INCStrong evidence	Markham, ON, CanadaHQ checked Sep 4, 2026	51-200	32
	“Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: company website · checked Sep 4, 2026
10	Ndex Systems INCPartial evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	11-50	28
	“NDEX Systems specializes in financial data and wealth management.” Source: company website · checked Sep 4, 2026
11	Opes SoftwareStrong evidence	Kirkland, QC, CanadaHQ checked Sep 4, 2026	51-200	24
	“OPES Software is a global provider of investment management solutions for the financial services industry.” Source: company website · checked Sep 4, 2026
12	Ticoon TechnologyStrong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	24
	“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: company website · checked Sep 4, 2026
13	PortfoliohiwayStrong evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	20
	“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: company website · checked Sep 4, 2026
14	Agora Dealer ServicesPartial evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	14
	“Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Source: company website · checked Sep 4, 2026
15	PlanworthPartial evidence	Toronto, ON, CanadaHQ checked Sep 4, 2026	11-50	13
	“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: company website · checked Sep 4, 2026
16	Artiffex INCPartial evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	1-10	12
	“Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.” Source: company website · checked Sep 4, 2026
17	ModernadvisorIndirect evidence	Vancouver, BC, CanadaHQ checked Sep 4, 2026	11-50	12
	“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: company website · checked Sep 4, 2026
18	siacharts.comStrong evidence	Calgary, AB, CanadaHQ checked Sep 4, 2026	11-50	11
	“SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: company website · checked Sep 4, 2026
19	Snap ProjectionsStrong evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	8
	“Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Source: company website · checked Sep 4, 2026
20	Wealth Write.UpPartial evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	1-10	8
	“Simplifying complex investment accounting for professional services firms, family offices, and investment firms.” Source: company website · checked Sep 4, 2026
21	Cloudvisor Wealth INCIndirect evidence	Mississauga, ON, CanadaHQ checked Sep 4, 2026	11-50	6
	“Cloudvisor Wealth offers everything that you need to run your wealth practice with greater precision.” Source: company website · checked Sep 4, 2026
22	Robust Technologies INCStrong evidence	Montreal, QC, CanadaHQ checked Sep 4, 2026	1-10	6
	“Robust Technologies is a company dedicated to the investment management industry since 2006.” Source: company website · checked Sep 4, 2026
23	Viefund CorporationPartial evidence	Ottawa, ON, CanadaHQ checked Sep 4, 2026	11-50	6
	“VieFUND is a software development and consulting firm, specializing in servicing mutual fund dealers in Canada.” Source: company website · checked Sep 4, 2026
24	AnalytixinsightPartial evidence	North York, ON, CanadaHQ checked Sep 4, 2026	11-50	6
	“AnalytixInsight is a data analytics and enterprise software solutions provider to world-leading institutions across various industries.” Source: company website · checked Sep 4, 2026
25	Adws CanadaIndirect evidence	Laval, CanadaHQ checked Sep 4, 2026	11-50	5
	“Architecting Dynamic Web Solutions Accelerating Digital Wealth Strategies” Source: company website · checked Sep 4, 2026

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

11-50Median size (employees)

TorontoLargest hub · 22 HQs

133Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Verified emails by last verification

0–30

31–60

61–90

342

90–180

264

180+

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 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.