Company lists · Data refreshed November 2026
Top 25 Retirement planning platforms based in Canada
RevenueBase identified 130 company matches for retirement planning platforms associated with Canada as of November 2026 and tracks 1,101 professional contacts across them, including 419 with verified work emails. Toronto is the largest hub.
This list covers company matches for retirement planning platforms 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 November 5, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest retirement planning platforms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 205 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 61 contacts → | ||||
Exact match “Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 58 contacts → | ||||
Exact match “Micruity is on a mission to pensionize retirement savings planning, because everyone deserves access to a secure retirement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 20 contacts → | ||||
Exact match “Saskatchewan Pension Plan (SPP) was created to provide everyone aged 18 to 71, no matter your income or industry, with access to the secure growth and peace-of-mind of a pension…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “Whether you're planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Collaborative Financial & Retirement Advice for Business & Individuals” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “DIY Financial Planning | Tax & Estate Optimization | Retirement Strategy Optiml empowers Canadians to take control of their financial future, without relying on generic advice or…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Welcome to Prairie West Financial Group Inc, which is a subsidiary of Prairie West Mortgage Group Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Democratizing personal finance with goals based planning and optimization.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “C’est avec rigueur, intégrité et innovation que nous avons mis en place une solution de type cycle de vie de 25 à 71 ans.” Recorded in the RevenueBase company graph · Nov 5, 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 “retirement planning platforms”. 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 130 retirement planning platforms based in Canada
See the full list, filter by size, metro and specialty, and access 419 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement planning platforms based in Canada at a glance
As of Nov 5, 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 130 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 “retirement planning platforms” 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 419 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 November 5, 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.
Retirement planning platforms 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 “retirement planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning platforms are there based in Canada?
RevenueBase identified 130 company matches for retirement planning platforms associated with Canada as of November 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?
Conquest Planning tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement planning platforms?
Toronto leads with 26 company records, followed by Calgary (7) and Montreal (7).
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 419 professional contacts with verified work emails tracked across these 130 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 130 retirement planning platforms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
- Retirement planning platforms based in San Diego, United States
- Retirement planning platforms based in Scottsdale, United States
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Brazil
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
Browse the directory
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
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
Company intelligence · public preview
Top 25 retirement planning platforms 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 130 matching company records for retirement planning platforms based in Canada, with 1,101 tracked contacts and 419 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: November 5, 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 retirement planning platforms 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 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Common Wealth Retirementcommonwealthretirement.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 61 contacts → |
“Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Micruitymicruity.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 58 contacts → |
“Micruity is on a mission to pensionize retirement savings planning, because everyone deserves access to a secure retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Portfoliohiwayportfoliohiway.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 22 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Saskatchewan Pension Plansaskpension.comHQ: Kinderlsey, CanadaReported employees: 11-50 | Kinderlsey, Canada | 11-50 | Exact match | 20 contacts → |
“Saskatchewan Pension Plan (SPP) was created to provide everyone aged 18 to 71, no matter your income or industry, with access to the secure growth and peace-of-mind of a pension…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Rochebanyan INCrochebanyan.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 17 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Parallel Wealth Financial Groupparallelwealth.comHQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 16 contacts → |
“Whether you're planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Planworthplanworth.coHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Advisorflowadvisorflow.caHQ: Vancouver Bc, BC, CanadaReported employees: 1-10 | Vancouver Bc, BC, Canada | 1-10 | Exact match | 14 contacts → |
“At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tactex Asset Managementtactex.caHQ: Montréal, CanadaReported employees: 11-50 | Montréal, Canada | 11-50 | Exact match | 13 contacts → |
“Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mcauley Financial Servicesmcauleyfinancial.comHQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ridge Planning Group INCridgewealth.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Snap Projectionssnapprojections.comHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Lee-Owe Macleod Wealth Management INClomwealth.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CFS Wealth Management INCcfswealth.caHQ: Maple, ON, CanadaReported employees: 1-10 | Maple, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Investordnainvestordna.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Optimloptiml.caHQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 6 contacts → |
“DIY Financial Planning | Tax & Estate Optimization | Retirement Strategy Optiml empowers Canadians to take control of their financial future, without relying on generic advice or…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moneystrat Securities INCmoneystrat.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Prairie West Financial Group INCpwfinancialgrp.caHQ: Sherwood Park, AB, CanadaReported employees: 1-10 | Sherwood Park, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Welcome to Prairie West Financial Group Inc, which is a subsidiary of Prairie West Mortgage Group Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mygoals INCmygoals.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Democratizing personal finance with goals based planning and optimization.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Visual Wealthvisualwealth.caHQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | HQ: Québec, CanadaReported employees: 1-10 | Québec, Canada | 1-10 | Exact match | 4 contacts → |
“C’est avec rigueur, intégrité et innovation que nous avons mis en place une solution de type cycle de vie de 25 à 71 ans.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 130 company matches
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Retirement planning platforms: dataset insights
November 5, 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
130 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 130 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: November 5, 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 ↗
Retirement planning platforms by metro
Questions about this company list
What does Exact match mean for retirement planning platforms?
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 retirement planning platforms did RevenueBase find based in Canada?
The saved snapshot records 130 matching company records, 1,101 tracked contacts and 419 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: November 5, 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
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
- Retirement planning platforms based in San Diego, United States
- Retirement planning platforms based in Scottsdale, United States
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Brazil
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in Canada. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retirement-planning-platforms/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
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
Company intelligence · public preview
Top 25 retirement planning platforms based in Canada
RevenueBase records 130 matching company records for retirement planning platforms based in Canada, with 1,101 tracked contacts and 419 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: November 5, 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 retirement planning platforms 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 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Common Wealth Retirementcommonwealthretirement.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 61 contacts → |
“Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Micruitymicruity.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 58 contacts → |
“Micruity is on a mission to pensionize retirement savings planning, because everyone deserves access to a secure retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Portfoliohiwayportfoliohiway.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 22 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Saskatchewan Pension Plansaskpension.com HQ: Kinderlsey, CanadaReported employees: 11-50 | Kinderlsey, Canada | 11-50 | Exact match | 20 contacts → |
“Saskatchewan Pension Plan (SPP) was created to provide everyone aged 18 to 71, no matter your income or industry, with access to the secure growth and peace-of-mind of a pension…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Rochebanyan INCrochebanyan.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 17 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Parallel Wealth Financial Groupparallelwealth.com HQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 16 contacts → |
“Whether you're planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Planworthplanworth.co HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Advisorflowadvisorflow.ca HQ: Vancouver Bc, BC, CanadaReported employees: 1-10 | Vancouver Bc, BC, Canada | 1-10 | Exact match | 14 contacts → |
“At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tactex Asset Managementtactex.ca HQ: Montréal, CanadaReported employees: 11-50 | Montréal, Canada | 11-50 | Exact match | 13 contacts → |
“Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mcauley Financial Servicesmcauleyfinancial.com HQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ridge Planning Group INCridgewealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Snap Projectionssnapprojections.com HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lee-Owe Macleod Wealth Management INClomwealth.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CFS Wealth Management INCcfswealth.ca HQ: Maple, ON, CanadaReported employees: 1-10 | Maple, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Investordnainvestordna.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Optimloptiml.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 6 contacts → |
“DIY Financial Planning | Tax & Estate Optimization | Retirement Strategy Optiml empowers Canadians to take control of their financial future, without relying on generic advice or…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moneystrat Securities INCmoneystrat.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Prairie West Financial Group INCpwfinancialgrp.ca HQ: Sherwood Park, AB, CanadaReported employees: 1-10 | Sherwood Park, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Welcome to Prairie West Financial Group Inc, which is a subsidiary of Prairie West Mortgage Group Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mygoals INCmygoals.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Democratizing personal finance with goals based planning and optimization.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Visual Wealthvisualwealth.ca HQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | HQ: Québec, CanadaReported employees: 1-10 | Québec, Canada | 1-10 | Exact match | 4 contacts → |
“C’est avec rigueur, intégrité et innovation que nous avons mis en place une solution de type cycle de vie de 25 à 71 ans.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 130 company matches
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Retirement planning platforms: dataset insights
November 5, 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
130 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 130 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: November 5, 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 ↗
Retirement planning platforms by metro
Questions about this company list
What does Exact match mean for retirement planning platforms?
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 retirement planning platforms did RevenueBase find based in Canada?
The saved snapshot records 130 matching company records, 1,101 tracked contacts and 419 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: November 5, 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
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
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Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in Canada. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retirement-planning-platforms/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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