Company lists · Data refreshed September 2026

Top 25 Robo-advisor platforms based in Canada

Name: Robo-advisor platforms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 6, 2026 185 companies tracked

RevenueBase identified 185 robo-advisor platforms headquartered in Canada as of September 2026 and tracks 7,154 professional contacts across them, including 3,165 with verified work emails and 587 with mobile numbers. Toronto is the largest hub.

This list covers robo-advisor 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 6, 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 6, 2026 86% judged on-target in blind review

185Companies

7,154Contacts tracked

3,165Verified emails

587Mobile numbers

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The 25 largest robo-advisor platforms based in Canada

Ranked by team size

Top 25 of 185 robo-advisor platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to robo-advisor 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	Wealthsimple	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	1,001-5,000	1,929 contacts →
	Indirect evidence “Better than your bank.” Source: RevenueBase Database · checked Sep 6, 2026
2	Questrade Financial Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	1,001-5,000	1,784 contacts →
	Indirect evidence “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Source: RevenueBase Database · checked Sep 6, 2026
3	Croesus	Indirect evidence	Laval, QC, CanadaHQ checked Sep 6, 2026	201-500	238 contacts →
	Indirect evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 6, 2026
4	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 6, 2026	51-200	180 contacts →
	Indirect evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 6, 2026
5	Univeris	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	51-200	140 contacts →
	Indirect evidence “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: RevenueBase Database · checked Sep 6, 2026
6	Q Wealth Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	201-500	134 contacts →
	Indirect evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 6, 2026
7	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	51-200	91 contacts →
	Strong 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 6, 2026
8	Onevest	Indirect evidence	Toronto, CanadaHQ checked Sep 6, 2026	51-200	87 contacts →
	Indirect evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 6, 2026
9	boosted.ai	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	51-200	83 contacts →
	Indirect evidence “Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through…” Source: RevenueBase Database · checked Sep 6, 2026
10	Cibc Investor S Edge	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	501-1,000	72 contacts →
	Indirect evidence “CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Source: RevenueBase Database · checked Sep 6, 2026
11	Mako Financial Technologies	Partial evidence	Montreal, QC, CanadaHQ checked Sep 6, 2026	51-200	51 contacts →
	Partial evidence “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Source: RevenueBase Database · checked Sep 6, 2026
12	Raymond James USA LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 6, 2026	n/a	46 contacts →
	Indirect evidence “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: RevenueBase Database · checked Sep 6, 2026
13	Qtrade	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	501-1,000	38 contacts →
	Indirect evidence “With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions.” Source: RevenueBase Database · checked Sep 6, 2026
14	Finlogik INC	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 6, 2026	11-50	33 contacts →
	Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 6, 2026
15	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	11-50	24 contacts →
	Strong evidence “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Source: RevenueBase Database · checked Sep 6, 2026
16	Advisor Websites	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 6, 2026	11-50	23 contacts →
	Partial evidence “Amaze and delight visitors online with strategically personalized websites and digital marketing solutions for financial advisors, built with your target audience in mind to help…” Source: RevenueBase Database · checked Sep 6, 2026
17	Cypress Capital Management LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 6, 2026	11-50	20 contacts →
	Indirect evidence “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Source: RevenueBase Database · checked Sep 6, 2026
18	Portfoliohiway	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 6, 2026	11-50	20 contacts →
	Indirect evidence “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: RevenueBase Database · checked Sep 6, 2026
19	Inovestor	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 6, 2026	11-50	19 contacts →
	Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 6, 2026
20	Steadyhand	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 6, 2026	11-50	18 contacts →
	Indirect evidence “We created Steadyhand to provide Canadians with a better investing outcome and a simpler, more human experience.” Source: RevenueBase Database · checked Sep 6, 2026
21	Monarch Wealth Systems INC	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 6, 2026	11-50	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 6, 2026
22	sofistic.ai	Partial evidence	Montreal, QC, CanadaHQ checked Sep 6, 2026	11-50	16 contacts →
	Partial evidence “Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial…” Source: RevenueBase Database · checked Sep 6, 2026
23	Agora Dealer Services	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 6, 2026	11-50	14 contacts →
	Partial evidence “Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.” Source: RevenueBase Database · checked Sep 6, 2026
24	Advisorflow	Partial evidence	Vancouver Bc, BC, CanadaHQ checked Sep 6, 2026	1-10	14 contacts →
	Partial evidence “At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data.” Source: RevenueBase Database · checked Sep 6, 2026
25	Tactex Asset Management	Partial evidence	Montréal, CanadaHQ checked Sep 6, 2026	11-50	13 contacts →
	Partial evidence “Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them.” Source: RevenueBase Database · checked Sep 6, 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: robo-advisor 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 robo-advisor platforms.
Partial evidence: Its own public description names part of robo-advisor platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name robo-advisor 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 185 robo-advisor platforms based in Canada

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Robo-advisor platforms based in Canada at a glance

As of Sep 6, 2026

44.2%Verified-email coverage

8.2%Mobile-number coverage

38.7Average contacts per company

1-10Median size (employees)

43.2%Largest-city concentration · Toronto

Sep 6, 2026Page data refreshed

Companies by employee count

1-10

104

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

2,9600–30

19931–60

061–90

090–180

6180+

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 robo-advisor 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 “robo-advisor 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 robo-advisor 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 robo-advisor 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, 3,165 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 6, 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.

Robo-advisor platforms by metro

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 robo-advisor 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 robo-advisor platforms are there based in Canada?

RevenueBase identified 185 robo-advisor 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?

Wealthsimple, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most robo-advisor platforms?

Toronto leads with 80 headquartered companies, followed by Montreal (25) and Vancouver (20).

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 3,165 verified decision-maker contacts tracked across these 185 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 6, 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.