Company lists · Data refreshed September 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 Sep 14, 2026 74 companies tracked

RevenueBase identified 74 investment portfolio management software companies headquartered in Canada as of September 2026 and tracks 1,503 professional contacts across them, including 830 with verified work emails. Toronto is the largest hub.

This list covers investment portfolio management software companies 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 14, 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 14, 2026 86% judged on-target in blind review

74Companies

1,503Contacts tracked

830Verified emails

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The 25 largest investment portfolio management software companies based in Canada

Ranked by team size

Top 25 of 74 investment portfolio management software companies based in Canada, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment portfolio management software companies: 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	Strong evidence	Laval, QC, CanadaHQ checked Sep 14, 2026	201-500	238 contacts →
	Strong 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 14, 2026
2	Conquest Planning	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 14, 2026	51-200	180 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
3	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	201-500	134 contacts →
	Partial evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 14, 2026
4	D1g1t	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	91 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 14, 2026
5	Infinite Investment Systems	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	72 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 14, 2026
6	Nexj Systems	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	69 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 14, 2026
7	Foyston, Gordon & Payne INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	54 contacts →
	Strong evidence “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Source: RevenueBase Database · checked Sep 14, 2026
8	Finlogik Offshore Solutions	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 14, 2026	11-50	46 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 14, 2026
9	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	38 contacts →
	Indirect evidence “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Source: RevenueBase Database · checked Sep 14, 2026
10	Toogood Financial Systems INC	Strong evidence	Markham, ON, CanadaHQ checked Sep 14, 2026	51-200	33 contacts →
	Strong evidence “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: RevenueBase Database · checked Sep 14, 2026
11	Cote 100	Strong evidence	St-bruno, QC, CanadaHQ checked Sep 14, 2026	11-50	33 contacts →
	Strong evidence “COTE 100 is one of the largest independent private portfolio management firms in Canada, with clients in Quebec, Ontario, New Brunswick and Alberta.” Source: RevenueBase Database · checked Sep 14, 2026
12	Mantle	Indirect evidence	Toronto, CanadaHQ checked Sep 14, 2026	11-50	32 contacts →
	Indirect evidence “Mantle is building the next generation of tools to transform how private assets are managed.” Source: RevenueBase Database · checked Sep 14, 2026
13	Ndex Systems	Partial evidence	Montreal, QC, CanadaHQ checked Sep 14, 2026	11-50	28 contacts →
	Partial evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
14	Opes Software	Strong evidence	Kirkland, QC, CanadaHQ checked Sep 14, 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 14, 2026
15	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 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 14, 2026
16	Portfoliohiway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 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 14, 2026
17	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 14, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 14, 2026
18	Chronicle Financial Technologies	Strong evidence	Markham, ON, CanadaHQ checked Sep 14, 2026	51-200	14 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
19	Planworth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 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 14, 2026
20	Modernadvisor	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 14, 2026	11-50	12 contacts →
	Partial evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 14, 2026
21	siacharts.com	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 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 14, 2026
22	Wealthforce	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	1-10	11 contacts →
	Partial evidence “Wealthforce provides a range of mutual fund products, technology, tools and services for investment fund advisors to serve the investment needs of individuals.” Source: RevenueBase Database · checked Sep 14, 2026
23	Pratte Gestion DE Portefeuilles	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
24	Snap Projections	Strong evidence	Mississauga, ON, CanadaHQ checked Sep 14, 2026	11-50	7 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 14, 2026
25	Dundas Valley Advantage Holdings INC	Indirect evidence	Dundas, ON, CanadaHQ checked Sep 14, 2026	51-200	6 contacts →
	Indirect evidence “Investing in businesses that provide exceptional products and services.” Source: RevenueBase Database · checked Sep 14, 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 portfolio management software companies. 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 portfolio management software companies.
Partial evidence: Its own public description names part of investment portfolio management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment portfolio management software companies. 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 74 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 Sep 14, 2026

55.2%Verified-email coverage

20.3Average contacts per company

1-10Median size (employees)

37.8%Largest-city concentration · Toronto

Sep 14, 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 74 companies.

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 portfolio management software companies, 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 portfolio management software companies”. 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 portfolio management software companies), 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 portfolio management software companies, 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, 830 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 14, 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.

Investment portfolio management software companies by metro

Investment portfolio management software companies in Toronto28

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 portfolio management software companies, 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 portfolio management software companies are there based in Canada?

RevenueBase identified 74 investment portfolio management software companies 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 Laval, tops this list with the largest team on record.

Which city has the most investment portfolio management software companies?

Toronto leads with 28 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 830 verified decision-maker contacts tracked across these 74 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 14, 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.