Company lists · Data refreshed September 2026

Top 25 Private banking platforms based in Canada

Name: Private banking platforms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 210 companies tracked

RevenueBase identified 210 private banking platforms headquartered in Canada as of September 2026 and tracks 22,091 professional contacts across them, including 10,857 with verified work emails. Toronto is the largest hub.

This list covers private banking platforms 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

210Companies

22,091Contacts tracked

10,857Verified emails

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The 25 largest private banking platforms based in Canada

Ranked by team size

Top 25 of 210 private banking platforms 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 private banking platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	RBC Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	10001+	8,191 contacts →
	Indirect evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 29, 2026
2	ATB Financial	Indirect evidence	Edmonton, AB, CanadaHQ checked Sep 29, 2026	5,001-10,000	5,945 contacts →
	Indirect evidence “For more than 85 years, ATB has been reimagining the way we do business.” Source: RevenueBase Database · checked Sep 29, 2026
3	BMO Private Wealth	Strong evidence	Toronto, CanadaHQ checked Sep 29, 2026	501-1,000	1,555 contacts →
	Strong evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 29, 2026
4	Canadian Western Bank	Partial evidence	Edmonton, AB, CanadaHQ checked Sep 29, 2026	1,001-5,000	1,389 contacts →
	Partial evidence “Whether you need expert advice and specialized financial services for your business banking, personal banking or wealth management – CWB has everything you need.” Source: RevenueBase Database · checked Sep 29, 2026
5	Canaccord Genuity Group INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1,001-5,000	913 contacts →
	Indirect evidence “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Source: RevenueBase Database · checked Sep 29, 2026
6	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
7	CIDEL	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	182 contacts →
	Partial evidence “Cidel is a Canadian private bank and asset manager.” Source: RevenueBase Database · checked Sep 29, 2026
8	Mandeville Private Client INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 29, 2026	51-200	97 contacts →
	Indirect evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 29, 2026
9	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	96 contacts →
	Partial evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 29, 2026
10	Owens Macfadyen Group	Indirect evidence	Toronto, CanadaHQ checked Sep 29, 2026	51-200	94 contacts →
	Indirect evidence “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Source: RevenueBase Database · checked Sep 29, 2026
11	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
12	Iberbanco	Indirect evidence	Mississauga, CanadaHQ checked Sep 29, 2026	11-50	72 contacts →
	Indirect evidence “Our mission is to revolutionize the financial industry by providing personalized and secure financial solutions tailored to meet the unique needs of each client.” Source: RevenueBase Database · checked Sep 29, 2026
13	Acumen Capital Partners	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 29, 2026	51-200	54 contacts →
	Indirect evidence “Our goal is to see you reach your financial goals.” Source: RevenueBase Database · checked Sep 29, 2026
14	ZLC Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 29, 2026	51-200	50 contacts →
	Indirect evidence “ZLC is a boutique financial services firm based in Vancouver.” Source: RevenueBase Database · checked Sep 29, 2026
15	Canfin Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	48 contacts →
	Indirect evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 29, 2026
16	Groupe Financier Stratège INC	Indirect evidence	Québec, QC, CanadaHQ checked Sep 29, 2026	11-50	36 contacts →
	Indirect evidence “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Source: RevenueBase Database · checked Sep 29, 2026
17	CI Private Wealth Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	34 contacts →
	Partial evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 29, 2026
18	Guardian Capital Advisors	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	32 contacts →
	Partial evidence “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Source: RevenueBase Database · checked Sep 29, 2026
19	Nexus Investment Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	31 contacts →
	Indirect evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 29, 2026
20	Palos Wealth Management	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	11-50	29 contacts →
	Indirect evidence “Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service.” Source: RevenueBase Database · checked Sep 29, 2026
21	Elite Wealth Management INC	Indirect evidence	Richmond, BC, CanadaHQ checked Sep 29, 2026	11-50	29 contacts →
	Indirect evidence “Elite Wealth Management was founded on an unwavering commitment to business excellence.” Source: RevenueBase Database · checked Sep 29, 2026
22	Argosy Securities INC	Partial evidence	Richmond Hill, ON, CanadaHQ checked Sep 29, 2026	11-50	17 contacts →
	Partial evidence “Argosy Securities is a full service boutique Private Wealth Management company, with offices across Canada.” Source: RevenueBase Database · checked Sep 29, 2026
23	Gamma Gestion DE Patrimoine	Indirect evidence	Saint-eustache, QC, CanadaHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “Gamma Gestion de patrimoine Inc.” Source: RevenueBase Database · checked Sep 29, 2026
24	Safebridge Private Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1-10	12 contacts →
	Indirect evidence “There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time.” Source: RevenueBase Database · checked Sep 29, 2026
25	Ullman Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” 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: private banking platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private banking platforms.
Partial evidence: Its own public description names part of private banking platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private banking platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 210 private banking platforms based in Canada

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Private banking platforms based in Canada at a glance

As of Sep 29, 2026

49.1%Verified-email coverage

105.2Average contacts per company

1-10Median size (employees)

19.0%Largest-city concentration · Toronto

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

130

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 210 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 private banking platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “private banking platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private banking platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among private banking platforms, 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, 10,857 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.

Private banking platforms by metro

Private banking platforms in Toronto40

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 private banking platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many private banking platforms are there based in Canada?

RevenueBase identified 210 private banking platforms 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?

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

Which city has the most private banking platforms?

Toronto leads with 40 headquartered companies, followed by Vancouver (16) and Calgary (14).

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 10,857 verified decision-maker contacts tracked across these 210 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.