Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 142 companies tracked

RevenueBase identified 142 portfolio optimization companies headquartered in Canada as of September 2026 and tracks 5,899 professional contacts across them, including 833 with verified work emails. Toronto is the largest hub.

This list covers portfolio optimization 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 20, 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 20, 2026 86% judged on-target in blind review

142Companies

5,899Contacts tracked

833Verified emails

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The 25 largest portfolio optimization companies based in Canada

Ranked by team size

Top 25 of 142 portfolio optimization companies based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization 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	AGF Investments	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	526 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
2	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	51-200	180 contacts →
	Indirect 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 20, 2026
3	D1g1t	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	91 contacts →
	Indirect 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 20, 2026
4	3macs, A Division Of Raymond James	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	201-500	64 contacts →
	Indirect evidence “In 2016 Raymond James Ltd.” Source: RevenueBase Database · checked Sep 20, 2026
5	Finlogik Offshore Solutions	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	11-50	46 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 20, 2026
6	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
7	Verecan Capital Management INC	Indirect evidence	Halifax, NS, CanadaHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect evidence “At Verecan Capital Management Inc, we redefine the essence of investment management.” Source: RevenueBase Database · checked Sep 20, 2026
8	Toogood Financial Systems INC	Indirect evidence	Markham, ON, CanadaHQ checked Sep 20, 2026	51-200	33 contacts →
	Indirect evidence “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: RevenueBase Database · checked Sep 20, 2026
9	Ndex Systems	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
10	Opes Software	Indirect evidence	Kirkland, QC, CanadaHQ checked Sep 20, 2026	51-200	24 contacts →
	Indirect evidence “OPES Software is a global provider of investment management solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 20, 2026
11	Triasima Portfolio Management	Partial evidence	Montréal, QC, CanadaHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of institutional, sub-advisory and individual investors.” Source: RevenueBase Database · checked Sep 20, 2026
12	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 20, 2026
13	Picton Mahoney Asset Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	17 contacts →
	Partial evidence “Picton Mahoney Asset Management is an investment management firm specializing in alternative investments and portfolio construction.” Source: RevenueBase Database · checked Sep 20, 2026
14	First North Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	16 contacts →
	Partial evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Sep 20, 2026
15	Chronicle Financial Technologies	Partial evidence	Markham, ON, CanadaHQ checked Sep 20, 2026	51-200	14 contacts →
	Partial 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 20, 2026
16	Planworth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
17	Modernadvisor	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 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 20, 2026
18	siacharts.com	Partial evidence	Calgary, AB, CanadaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: RevenueBase Database · checked Sep 20, 2026
19	Riskfuel	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Source: RevenueBase Database · checked Sep 20, 2026
20	Super Advisor	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Super Advisor helps investment advisors automate processes so they can spend more time doing what they do best” Source: RevenueBase Database · checked Sep 20, 2026
21	Pratte Gestion DE Portefeuilles	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 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 20, 2026
22	Saas Wealth Insurance	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Why SaaS Wealth Insurance?” Source: RevenueBase Database · checked Sep 20, 2026
23	Raintree Wealth Management INC	Partial evidence	Edmonton, AB, CanadaHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Raintree Wealth Management is a discretionary portfolio management company that helps clients invest in their future.” Source: RevenueBase Database · checked Sep 20, 2026
24	Lee-Owe Macleod Wealth Management INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Sep 20, 2026
25	Nelson Financial Consultants	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 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 optimization 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 optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization 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 142 portfolio optimization companies based in Canada

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Portfolio optimization companies based in Canada at a glance

As of Sep 20, 2026

14.1%Verified-email coverage

41.5Average contacts per company

1-10Median size (employees)

33.1%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 142 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 optimization 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 optimization 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 optimization 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 optimization 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, 833 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 20, 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 optimization companies by metro

Portfolio optimization companies in Toronto47

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 optimization 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 optimization companies are there based in Canada?

RevenueBase identified 142 portfolio optimization 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 optimization companies?

Toronto leads with 47 headquartered companies, followed by Montreal (16) and Calgary (9).

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 833 verified decision-maker contacts tracked across these 142 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 20, 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.