Company lists · Data refreshed September 2026

Top 25 Portfolio management software support companies based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 65 companies tracked

RevenueBase identified 65 portfolio management software support companies headquartered in Canada as of September 2026 and tracks 1,921 professional contacts across them, including 984 with verified work emails. Toronto is the largest hub.

This list covers portfolio management software support 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 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

65Companies

1,921Contacts tracked

984Verified emails

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The 25 largest portfolio management software support companies based in Canada

Ranked by team size

Top 25 of 65 portfolio management software support companies based in Canada, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management software support 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	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
2	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 29, 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 29, 2026
3	Conquest Planning	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 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 29, 2026
4	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 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 29, 2026
5	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
6	Nexj Systems	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 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 29, 2026
7	Bellwether Investment Management	Partial evidence	Oakville, ON, CanadaHQ checked Sep 29, 2026	51-200	42 contacts →
	Partial evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 29, 2026
8	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
9	Toogood Financial Systems INC	Partial evidence	Markham, ON, CanadaHQ checked Sep 29, 2026	51-200	33 contacts →
	Partial evidence “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: RevenueBase Database · checked Sep 29, 2026
10	Ndex Systems	Partial evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	11-50	28 contacts →
	Partial evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
11	Opes Software	Strong evidence	Kirkland, QC, CanadaHQ checked Sep 29, 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 29, 2026
12	Ticoon Technology	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	24 contacts →
	Partial 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 29, 2026
13	Portfoliohiway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 29, 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 29, 2026
14	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 29, 2026
15	Chronicle Financial Technologies	Strong evidence	Markham, ON, CanadaHQ checked Sep 29, 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 29, 2026
16	Advisorflow	Indirect evidence	Vancouver Bc, BC, CanadaHQ checked Sep 29, 2026	1-10	14 contacts →
	Indirect evidence “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Source: RevenueBase Database · checked Sep 29, 2026
17	Planworth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect 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 29, 2026
18	Modernadvisor	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 29, 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 29, 2026
19	siacharts.com	Strong evidence	Calgary, AB, CanadaHQ checked Sep 29, 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 29, 2026
20	Luft Financial IA Private Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 29, 2026	11-50	10 contacts →
	Partial evidence “Luft Financial is a team of Portfolio Managers and Investment Advisors dedicated to helping clients achieve lasting financial peace of mind.” Source: RevenueBase Database · checked Sep 29, 2026
21	Pratte Gestion DE Portefeuilles	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 29, 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 29, 2026
22	Camber Private Wealth	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Source: RevenueBase Database · checked Sep 29, 2026
23	Snap Projections	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 29, 2026	11-50	7 contacts →
	Partial evidence “Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Source: RevenueBase Database · checked Sep 29, 2026
24	Nelson Financial Consultants	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
25	Provisus Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	6 contacts →
	Indirect evidence “Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” 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: portfolio management software support 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 portfolio management software support companies.
Partial evidence: Its own public description names part of portfolio management software support companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management software support 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 65 portfolio management software support companies based in Canada

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Portfolio management software support companies based in Canada at a glance

As of Sep 29, 2026

51.2%Verified-email coverage

29.6Average contacts per company

1-10Median size (employees)

32.3%Largest-city concentration · Toronto

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

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 65 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 portfolio management software support 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 “portfolio management software support 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 portfolio management software support 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 portfolio management software support 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, 984 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.

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

RevenueBase identified 65 portfolio management software support 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?

IGM Financial INC, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most portfolio management software support companies?

Toronto leads with 21 headquartered companies, followed by Montreal (6) 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 984 verified decision-maker contacts tracked across these 65 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.