Company lists · Data refreshed October 2026

Top 25 Investment portfolio management software companies based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 67 companies tracked

RevenueBase identified 67 company matches for investment portfolio management software companies associated with Canada as of October 2026 and tracks 1,423 professional contacts across them, including 780 with verified work emails. Toronto is the largest hub.

This list covers company matches for investment portfolio management software companies associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

67Companies

1,423Contacts tracked

780Verified emails

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The 25 largest investment portfolio management software companies based in Canada

Ranked by team size

Top 25 of 67 company matches for investment portfolio management software companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Croesus	Exact match	Laval, QC, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
2	Conquest Planning	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3	Q Wealth Partners	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
4	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Infinite Investment Systems	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
6	Nexj Systems	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7	Foyston, Gordon & Payne INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 2026	11-50	54 contacts →
	Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Finlogik Offshore Solutions	Exact match	Montreal, QC, CanadaHQ recorded Oct 1, 2026	11-50	46 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Toogood Financial Systems INC	Exact match	Markham, ON, CanadaHQ recorded Oct 1, 2026	51-200	33 contacts →
	Exact match “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Cote 100	Exact match	St-bruno, QC, CanadaHQ recorded Oct 1, 2026	11-50	33 contacts →
	Exact match “COTE 100 is one of the largest independent private portfolio management firms in Canada, with clients in Quebec, Ontario, New Brunswick and Alberta.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Mantle	Exact match	Toronto, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	Ndex Systems	Exact match	Montreal, QC, CanadaHQ recorded Oct 1, 2026	11-50	28 contacts →
	Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Opes Software	Exact match	Kirkland, QC, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
14	Portfoliohiway	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Inovestor	Exact match	Montreal, QC, CanadaHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Chronicle Financial Technologies	Exact match	Markham, ON, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
17	Planworth	Exact match	Toronto, ON, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
18	Modernadvisor	Exact match	Vancouver, BC, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
19	siacharts.com	Exact match	Calgary, AB, CanadaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
20	Pratte Gestion DE Portefeuilles	Exact match	Montreal, QC, CanadaHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Pratte Gestion de Portefeuilles est une entreprise de premier plan dans la gestion de portefeuille, enracinée dans les communautés d'Ottawa, Gatineau et Mont-Tremblant.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Snap Projections	Exact match	Mississauga, ON, CanadaHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Dundas Valley Advantage Holdings INC	Exact match	Dundas, ON, CanadaHQ recorded Oct 1, 2026	51-200	6 contacts →
	Exact match “Investing in businesses that provide exceptional products and services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Robust Technologies INC	Exact match	Montréal, QC, CanadaHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Robust Technologies is a company dedicated to the investment management industry since 2006.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Analytixinsight	Exact match	North York, ON, CanadaHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “AnalytixInsight is a data analytics and enterprise software solutions provider to world-leading institutions across various industries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Lee, Turner & Associates INC	Exact match	Vancouver, BC, CanadaHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “We are a registered Portfolio Manager in British Columbia, Canada.” 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 portfolio management software companies”. 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 67 investment portfolio management software companies based in Canada

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Investment portfolio management software companies based in Canada at a glance

As of Oct 1, 2026

54.8%Verified-email coverage

21.2Average contacts per company

11-50Median size (employees)

40.3%Largest-city concentration · Toronto

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 67 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 portfolio management software companies” 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 780 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment portfolio management software companies by metro

Investment portfolio management software companies in Toronto27

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

How many investment portfolio management software companies are there based in Canada?

RevenueBase identified 67 company matches for investment portfolio management software companies associated with Canada as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most investment portfolio management software companies?

Toronto leads with 27 company records, followed by Montreal (10) 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 780 professional contacts with verified work emails tracked across these 67 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.

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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.