Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Toronto, Canada

Name: Personalized investment platforms based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 216 companies tracked

RevenueBase identified 216 personalized investment platforms headquartered in Toronto, Canada as of September 2026 and tracks 25,253 professional contacts across them, including 7,592 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers personalized investment platforms headquartered in Toronto, 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 29, 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 29, 2026 86% judged on-target in blind review

216Companies

25,253Contacts tracked

7,592Verified emails

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The 25 largest personalized investment platforms based in Toronto, Canada

Ranked by team size

Top 25 of 216 personalized investment platforms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personalized investment platforms: 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	RBC Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	10001+	8,191 contacts →
	Indirect evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 29, 2026
2	BMO Private Wealth	Indirect evidence	Toronto, CanadaHQ checked Sep 29, 2026	501-1,000	1,555 contacts →
	Indirect evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 29, 2026
3	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
4	Richardson Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	501-1,000	941 contacts →
	Indirect evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 29, 2026
5	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
6	Q Wealth Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	134 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 29, 2026
7	Newport Private Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	96 contacts →
	Indirect evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 29, 2026
8	D1g1t	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 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 29, 2026
9	Foyston, Gordon & Payne INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	54 contacts →
	Indirect 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 29, 2026
10	Canfin Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	48 contacts →
	Indirect evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 29, 2026
11	Westcourt Capital	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	44 contacts →
	Partial evidence “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Source: RevenueBase Database · checked Sep 29, 2026
12	Kerr Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	43 contacts →
	Partial evidence “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Source: RevenueBase Database · checked Sep 29, 2026
13	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 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 29, 2026
14	KJH Investors At Harbourfront Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	38 contacts →
	Partial evidence “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Source: RevenueBase Database · checked Sep 29, 2026
15	CI Private Wealth Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	34 contacts →
	Indirect evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 29, 2026
16	Guardian Capital Advisors	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	32 contacts →
	Indirect evidence “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Source: RevenueBase Database · checked Sep 29, 2026
17	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	31 contacts →
	Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 29, 2026
18	Barometer Capital Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	28 contacts →
	Indirect evidence “Barometer Capital Management is a Toronto-based wealth management company that specializes in tactical, multi-asset portfolios for families, foundations, and endowment funds.” Source: RevenueBase Database · checked Sep 29, 2026
19	Foster & Associates Financial Services INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	28 contacts →
	Indirect evidence “Investing doesn’t have to be complicated.” Source: RevenueBase Database · checked Sep 29, 2026
20	Yorkville Asset Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	27 contacts →
	Indirect evidence “Founded in 2010, Yorkville Asset Management began operations by way of a joint venture between Hussein Amad and Hailus Financial Group Ltd.(formerly Heritage Financial Group Ltd.).” Source: RevenueBase Database · checked Sep 29, 2026
21	Generation Capital	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	26 contacts →
	Partial evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 29, 2026
22	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
23	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 29, 2026
24	Wealth Stewards INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
25	Ewing Morris & Co. Investment Partners LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “Ewing Morris & Co.” Source: RevenueBase Database · checked Sep 29, 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: personalized investment platforms. 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 personalized investment platforms.
Partial evidence: Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personalized investment platforms. 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 216 personalized investment platforms based in Toronto, Canada

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Personalized investment platforms based in Toronto, Canada at a glance

As of Sep 29, 2026

30.1%Verified-email coverage

116.9Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

125

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 216 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 personalized investment platforms, 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 Toronto, Canada whose own description of what they do matches “personalized investment platforms”. 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 personalized investment platforms), 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 personalized investment platforms, and records with no verified work email. Companies headquartered outside Toronto 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, 7,592 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 29, 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.

Personalized investment platforms by metro in Canada

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 personalized investment platforms, 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 personalized investment platforms are there based in Toronto, Canada?

RevenueBase identified 216 personalized investment platforms headquartered in Toronto, 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?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most personalized investment platforms?

Toronto leads Canada with 216 headquartered companies, followed by Calgary (92) and Vancouver (78).

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 7,592 verified decision-maker contacts tracked across these 216 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 29, 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.