Company lists · Data refreshed September 2026
Top 25 Portfolio optimization consulting firms based in Canada
RevenueBase identified 73 company matches for portfolio optimization consulting firms associated with Canada as of September 2026 and tracks 518 professional contacts across them, including 232 with verified work emails. Toronto is the largest hub.
This list covers company matches for portfolio optimization consulting firms associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 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.
The 25 largest portfolio optimization consulting firms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 83 contacts → | ||||
Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 74 contacts → | ||||
Exact match “Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 32 contacts → | ||||
Exact match “Optimum Asset Management is a quantitative and credit firm that allies micro and macroeconomic analysis.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “Sparking the dawn of a new business age with trailblazing, data-driven strategies that elevate profitability, efficiency, and success for our forward-thinking clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “Monte Carlos Consulting: where expertise meets efficiency.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Artelys is a company specializing in optimization, decision-making and modelling.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Raintree Wealth Management is a discretionary portfolio management company that helps clients invest in their future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Founded in 2010, Rivemont is a portfolio management firm offering both traditional and innovative investment strategies to investors seeking to achieve satisfactory returns along…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “As a financial consulting firm, we enjoy working with like-minded individuals or companies, who value intellectual curiosity and innovative thinking, complemented with the…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Model Six is a portfolio management company that applies mathematical and statistical techniques for the development and implementation of its market model, which serves as the…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Our comprehensive approach to financial planning and wealth management ensures that plans are crafted with statistical methods and backed by academic research.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Altema is an emerging asset manager focused on managing alternative investment strategies and making sophisticated asset allocation strategies accessible to individual investors…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “We are practical experts!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Moat Financial Limited is an independent Portfolio Management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Company RiskGrid Technologies Headquarters Toronto, Ontario Management Raj Verma, Founder & CEO Description According to a recent survey by one of the largest global asset…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “NordoVest | Independent Investment Advisory Services | At NordoVest, our purpose is to empower organizations with the expertise and strategic insight required to navigate today's…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio optimization consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 73 portfolio optimization consulting firms based in Canada
See the full list, filter by size, metro and specialty, and access 232 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio optimization consulting firms based in Canada at a glance
As of Sep 29, 2026Companies by employee count
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 73 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with Canada whose business descriptions match “portfolio optimization consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 232 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Portfolio optimization consulting firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio optimization consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization consulting firms are there based in Canada?
RevenueBase identified 73 company matches for portfolio optimization consulting firms associated with Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Nour Private Wealth NPW tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio optimization consulting firms?
Toronto leads with 29 company records, followed by Montreal (10) and Edmonton (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 232 professional contacts with verified work emails tracked across these 73 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 73 portfolio optimization consulting firms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Portfolio optimization consulting firms by geography
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in Paris, France
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
- Portfolio optimization consulting firms based in Australia
- Portfolio optimization consulting firms based in Brazil
- Portfolio optimization consulting firms based in France
- Portfolio optimization consulting firms based in Germany
- Portfolio optimization consulting firms based in India
- Portfolio optimization consulting firms based in Italy
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in Paris, France
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
Company intelligence · public preview
Top 25 portfolio optimization consulting firms based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 73 matching company records for portfolio optimization consulting firms based in Canada, with 518 tracked contacts and 232 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio optimization consulting firms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Nour Private Wealth NPWnourprivatewealth.comHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ellement Consulting Groupellement.caHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 74 contacts → |
“Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Optimum Asset Managementoptimumgma.caHQ: Montréal, QC, CanadaReported employees: 51-200 | Montréal, QC, Canada | 51-200 | Exact match | 32 contacts → |
“Optimum Asset Management is a quantitative and credit firm that allies micro and macroeconomic analysis.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Claret Asset Managementclaret.caHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 31 contacts → |
“Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Joon Solutionsjoonsolutions.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 25 contacts → |
“Sparking the dawn of a new business age with trailblazing, data-driven strategies that elevate profitability, efficiency, and success for our forward-thinking clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Heward Investment Management INCheward.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  First North Consultingfirstnorth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Monte Carlos Consulting INCmontecarlos.consulting HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 16 contacts → |
“Monte Carlos Consulting: where expertise meets efficiency.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Prosphèreprosphere.caHQ: Rouyn-noranda, QC, CanadaReported employees: 11-50 | Rouyn-noranda, QC, Canada | 11-50 | Exact match | 12 contacts → |
“Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Artelys Canadaartelys.comHQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 9 contacts → |
“Artelys is a company specializing in optimization, decision-making and modelling.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pratte Gestion DE Portefeuillespratte.caHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Raintree Wealth Management INCraintreewm.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 7 contacts → |
“Raintree Wealth Management is a discretionary portfolio management company that helps clients invest in their future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nelson Financial Consultantsnelsonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Rivemont Investmentsrivemont.caHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Founded in 2010, Rivemont is a portfolio management firm offering both traditional and innovative investment strategies to investors seeking to achieve satisfactory returns along…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mason Capital INCmasoncapital.ca HQ: Guelph, ON, CanadaReported employees: 1-10 | Guelph, ON, Canada | 1-10 | Exact match | 4 contacts → |
“As a financial consulting firm, we enjoy working with like-minded individuals or companies, who value intellectual curiosity and innovative thinking, complemented with the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Model SIXmodelsix.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Model Six is a portfolio management company that applies mathematical and statistical techniques for the development and implementation of its market model, which serves as the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  FSA Valuation Service LTDfsavaluation.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | EB Wealthevidencebasedwealth.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 3 contacts → |
“Our comprehensive approach to financial planning and wealth management ensures that plans are crafted with statistical methods and backed by academic research.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Atlantisfinancialincatlantisfinancial.caHQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Altema Asset Management INCaltemafunds.comHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“Altema is an emerging asset manager focused on managing alternative investment strategies and making sophisticated asset allocation strategies accessible to individual investors…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Inukshuk Capital Managementinukshukcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Différence GCS INCdifference-gcs.comHQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“We are practical experts!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Moat Financial Limitedmoatfinancial.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Moat Financial Limited is an independent Portfolio Management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Riskgrid Technologies, INCbr.riskgridtech.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Company RiskGrid Technologies Headquarters Toronto, Ontario Management Raj Verma, Founder & CEO Description According to a recent survey by one of the largest global asset…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nordovestnordovest.ca HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 3 contacts → |
“NordoVest | Independent Investment Advisory Services | At NordoVest, our purpose is to empower organizations with the expertise and strategic insight required to navigate today's…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Portfolio optimization consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
73 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio optimization consulting firms by metro
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consulting firms did RevenueBase find based in Canada?
The saved snapshot records 73 matching company records, 518 tracked contacts and 232 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio optimization consulting firms by geography
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in Paris, France
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
- Portfolio optimization consulting firms based in Australia
- Portfolio optimization consulting firms based in Brazil
- Portfolio optimization consulting firms based in France
- Portfolio optimization consulting firms based in Germany
- Portfolio optimization consulting firms based in India
- Portfolio optimization consulting firms based in Italy
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms based in Canada. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-optimization-consulting-firms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in Paris, France
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
Company intelligence · public preview
Top 25 portfolio optimization consulting firms based in Canada
RevenueBase records 73 matching company records for portfolio optimization consulting firms based in Canada, with 518 tracked contacts and 232 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio optimization consulting firms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Nour Private Wealth NPWnourprivatewealth.com HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ellement Consulting Groupellement.ca HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 74 contacts → |
“Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Optimum Asset Managementoptimumgma.ca HQ: Montréal, QC, CanadaReported employees: 51-200 | Montréal, QC, Canada | 51-200 | Exact match | 32 contacts → |
“Optimum Asset Management is a quantitative and credit firm that allies micro and macroeconomic analysis.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Claret Asset Managementclaret.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 31 contacts → |
“Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Joon Solutionsjoonsolutions.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 25 contacts → |
“Sparking the dawn of a new business age with trailblazing, data-driven strategies that elevate profitability, efficiency, and success for our forward-thinking clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Heward Investment Management INCheward.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | First North Consultingfirstnorth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Monte Carlos Consulting INCmontecarlos.consulting HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 16 contacts → |
“Monte Carlos Consulting: where expertise meets efficiency.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prosphèreprosphere.ca HQ: Rouyn-noranda, QC, CanadaReported employees: 11-50 | Rouyn-noranda, QC, Canada | 11-50 | Exact match | 12 contacts → |
“Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Artelys Canadaartelys.com HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 9 contacts → |
“Artelys is a company specializing in optimization, decision-making and modelling.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pratte Gestion DE Portefeuillespratte.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Raintree Wealth Management INCraintreewm.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 7 contacts → |
“Raintree Wealth Management is a discretionary portfolio management company that helps clients invest in their future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nelson Financial Consultantsnelsonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Rivemont Investmentsrivemont.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Founded in 2010, Rivemont is a portfolio management firm offering both traditional and innovative investment strategies to investors seeking to achieve satisfactory returns along…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mason Capital INCmasoncapital.ca HQ: Guelph, ON, CanadaReported employees: 1-10 | Guelph, ON, Canada | 1-10 | Exact match | 4 contacts → |
“As a financial consulting firm, we enjoy working with like-minded individuals or companies, who value intellectual curiosity and innovative thinking, complemented with the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Model SIXmodelsix.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Model Six is a portfolio management company that applies mathematical and statistical techniques for the development and implementation of its market model, which serves as the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | FSA Valuation Service LTDfsavaluation.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | EB Wealthevidencebasedwealth.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 3 contacts → |
“Our comprehensive approach to financial planning and wealth management ensures that plans are crafted with statistical methods and backed by academic research.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Atlantisfinancialincatlantisfinancial.ca HQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Altema Asset Management INCaltemafunds.com HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 3 contacts → |
“Altema is an emerging asset manager focused on managing alternative investment strategies and making sophisticated asset allocation strategies accessible to individual investors…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Inukshuk Capital Managementinukshukcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Différence GCS INCdifference-gcs.com HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“We are practical experts!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Moat Financial Limitedmoatfinancial.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Moat Financial Limited is an independent Portfolio Management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Riskgrid Technologies, INCbr.riskgridtech.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Company RiskGrid Technologies Headquarters Toronto, Ontario Management Raj Verma, Founder & CEO Description According to a recent survey by one of the largest global asset…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nordovestnordovest.ca HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 3 contacts → |
“NordoVest | Independent Investment Advisory Services | At NordoVest, our purpose is to empower organizations with the expertise and strategic insight required to navigate today's…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio optimization consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
73 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio optimization consulting firms by metro
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consulting firms did RevenueBase find based in Canada?
The saved snapshot records 73 matching company records, 518 tracked contacts and 232 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio optimization consulting firms by geography
- Portfolio optimization consulting firms based in Sao Paulo, Brazil
- Portfolio optimization consulting firms based in Toronto, Canada
- Portfolio optimization consulting firms based in Paris, France
- Portfolio optimization consulting firms based in London, United Kingdom
- Portfolio optimization consulting firms based in Chicago, United States
- Portfolio optimization consulting firms based in New York, United States
- Portfolio optimization consulting firms based in Australia
- Portfolio optimization consulting firms based in Brazil
- Portfolio optimization consulting firms based in France
- Portfolio optimization consulting firms based in Germany
- Portfolio optimization consulting firms based in India
- Portfolio optimization consulting firms based in Italy
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms based in Canada. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-optimization-consulting-firms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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