Company lists · Data refreshed September 2026

Top 25 Portfolio management software companies based in Canada

Name: 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 5, 2026 75 companies tracked

RevenueBase identified 75 portfolio management software companies headquartered in Canada as of September 2026 and tracks 3,594 professional contacts across them, including 1,207 with verified work emails and 252 with mobile numbers. Toronto is the largest hub.

This list covers 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 5, 2026 86% judged on-target in blind review

75Companies

3,594Contacts tracked

1,207Verified emails

252Mobile numbers

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The 25 largest portfolio management software companies based in Canada

Ranked by team size

Top 25 of 75 portfolio management software companies based in Canada, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio management software companies: 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	AGF InvestmentsPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	501-1,000	526
	“AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Source: company website · checked Sep 5, 2026
2	CroesusStrong evidence	Laval, QC, CanadaHQ checked Sep 5, 2026	201-500	238
	“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 5, 2026
3	Conquest PlanningPartial evidence	Winnipeg, MB, CanadaHQ checked Sep 5, 2026	51-200	180
	“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: company website · checked Sep 5, 2026
4	Irwin, A Factset CompanyPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	144
	“At Irwin, our focus is building software for investor relations.” Source: company website · checked Sep 5, 2026
5	Q Wealth PartnersPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	201-500	134
	“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: company website · checked Sep 5, 2026
6	D1g1tPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	91
	“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 5, 2026
7	Infinite Investment SystemsPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	72
	“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 5, 2026
8	Nexj SystemsIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	69
	“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 5, 2026
9	Finlogik Offshore SolutionsIndirect evidence	Montreal, QC, CanadaHQ checked Sep 5, 2026	11-50	46
	“At Finlogik, we develop a passion for financial innovation.” Source: company website · checked Sep 5, 2026
10	Bridgehouse Asset ManagersIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	38
	“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: company website · checked Sep 5, 2026
11	Verecan Capital Management INCPartial evidence	Halifax, NS, CanadaHQ checked Sep 5, 2026	11-50	33
	“At Verecan Capital Management Inc, we redefine the essence of investment management.” Source: company website · checked Sep 5, 2026
12	Toogood Financial Systems INCPartial evidence	Markham, ON, CanadaHQ checked Sep 5, 2026	51-200	33
	“Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: company website · checked Sep 5, 2026
13	Finlogik INCIndirect evidence	Montreal, QC, CanadaHQ checked Sep 5, 2026	11-50	33
	“At Finlogik, we develop a passion for financial innovation.” Source: company website · checked Sep 5, 2026
14	MantleIndirect evidence	Toronto, CanadaHQ checked Sep 5, 2026	11-50	32
	“Mantle is building the next generation of tools to transform how private assets are managed.” Source: company website · checked Sep 5, 2026
15	Ndex SystemsPartial evidence	Montreal, QC, CanadaHQ checked Sep 5, 2026	11-50	28
	“NDEX Systems specializes in financial data and wealth management.” Source: company website · checked Sep 5, 2026
16	SIBLIIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	11-50	25
	“Institutional investors leverage our technology to secure an information advantage, uncover blind spots, and improve performance.” Source: company website · checked Sep 5, 2026
17	Opes SoftwareStrong evidence	Kirkland, QC, CanadaHQ checked Sep 5, 2026	51-200	24
	“OPES Software is a global provider of investment management solutions for the financial services industry.” Source: company website · checked Sep 5, 2026
18	Ticoon TechnologyPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 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 5, 2026
19	PortfoliohiwayStrong evidence	Toronto, ON, CanadaHQ checked Sep 5, 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 5, 2026
20	InovestorIndirect evidence	Montreal, QC, CanadaHQ checked Sep 5, 2026	11-50	19
	“Inovestor Inc.” Source: company website · checked Sep 5, 2026
21	Picton Mahoney Asset ManagementStrong evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	17
	“Picton Mahoney Asset Management is an investment management firm specializing in alternative investments and portfolio construction.” Source: company website · checked Sep 5, 2026
22	Viewpoint Investment PartnersIndirect evidence	Calgary, AB, CanadaHQ checked Sep 5, 2026	11-50	14
	“At Viewpoint, we’re driven by a passion for innovation and a commitment to delivering superior outcomes for our investors.” Source: company website · checked Sep 5, 2026
23	Chronicle Financial TechnologiesStrong evidence	Markham, ON, CanadaHQ checked Sep 5, 2026	51-200	14
	“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: company website · checked Sep 5, 2026
24	AdvisorflowIndirect evidence	Vancouver Bc, BC, CanadaHQ checked Sep 5, 2026	1-10	14
	“At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Source: company website · checked Sep 5, 2026
25	PlanworthIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 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 5, 2026

Showing 25 of 75 portfolio management software companies based in Canada

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Portfolio management software companies based in Canada at a glance

As of Sep 5, 2026

11-50Median size (employees)

TorontoLargest hub · 32 HQs

252Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Verified emails by last verification

0–30

1,132

31–60

61–90

90–180

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 portfolio management software companies, 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 “portfolio management software companies”. 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 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 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, 1,207 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 5, 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.

Portfolio management software companies by metro

Portfolio management software companies in Toronto32

Frequently asked

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

RevenueBase identified 75 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?

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

Which city has the most portfolio management software companies?

Toronto leads with 32 headquartered companies, followed by Montreal (10) and Calgary (4).

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 1,207 verified decision-maker contacts tracked across these 75 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 5, 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.