Company lists · Data refreshed September 2026

Top 25 Robo-advisor platforms based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 13, 2026 80 companies tracked

RevenueBase identified 80 robo-advisor platforms headquartered in Toronto, Canada as of September 2026 and tracks 7,295 professional contacts across them, including 2,644 with verified work emails and 551 with mobile numbers. Toronto is the largest hub.

This list covers robo-advisor platforms headquartered in Toronto, 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 13, 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 13, 2026 86% judged on-target in blind review

80Companies

7,295Contacts tracked

2,644Verified emails

551Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest robo-advisor platforms based in Toronto, Canada

Ranked by team size

Top 25 of 80 robo-advisor platforms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 13, 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 13, 2026	1,001-5,000	1,929 contacts →
	Indirect evidence “Better than your bank.” Source: RevenueBase Database · checked Sep 13, 2026
2	Questrade Financial Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
3	Univeris	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
4	Q Wealth Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
5	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
6	Onevest	Indirect evidence	Toronto, CanadaHQ checked Sep 13, 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 13, 2026
7	boosted.ai	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
8	Cibc Investor S Edge	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
9	Qtrade	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
10	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
11	Portfoliohiway	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 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 13, 2026
12	Advisorstream	Strong evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	11-50	13 contacts →
	Strong evidence “AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.” Source: RevenueBase Database · checked Sep 13, 2026
13	Planworth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	11-50	13 contacts →
	Strong evidence “Planworth is a cutting edge B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey.” Source: RevenueBase Database · checked Sep 13, 2026
14	Buyproperly	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	1-10	11 contacts →
	Indirect evidence “BuyProperly is an award-winning, AI-powered online marketplace for fractional investments in private assets such as real estate.” Source: RevenueBase Database · checked Sep 13, 2026
15	Justwealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	11-50	8 contacts →
	Indirect evidence “Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.” Source: RevenueBase Database · checked Sep 13, 2026
16	Finliti	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	1-10	7 contacts →
	Indirect evidence “Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.” Source: RevenueBase Database · checked Sep 13, 2026
17	Provisus Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	11-50	6 contacts →
	Partial evidence “Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” Source: RevenueBase Database · checked Sep 13, 2026
18	Evolving Intelligence INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	1-10	5 contacts →
	Strong evidence “AI driven private wealth preservation management B2B platform with intergenerational family wealth knowledge, and AI agents, for advisors to optimally plan, manage, grow, and…” Source: RevenueBase Database · checked Sep 13, 2026
19	Mygoals INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	1-10	5 contacts →
	Indirect evidence “Democratizing personal finance with goals based planning and optimization.” Source: RevenueBase Database · checked Sep 13, 2026
20	Investipal	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	1-10	4 contacts →
	Indirect evidence “Investipal brings the work of running a wealth firm into one place.” Source: RevenueBase Database · checked Sep 13, 2026
21	Cmor Group Corporation	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	11-50	4 contacts →
	Indirect evidence “CMOR creates fully automated machine learning based trading software.” Source: RevenueBase Database · checked Sep 13, 2026
22	Inukshuk Capital Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	11-50	3 contacts →
	Indirect evidence “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Source: RevenueBase Database · checked Sep 13, 2026
23	Propelor	Indirect evidence	Toronto, CanadaHQ checked Sep 13, 2026	11-50	3 contacts →
	Indirect evidence “Investing isn't easy, but with zero commission trading and the popularity of cryptocurrencies and brokerages like Robinhood, people are entering the public markets in record…” Source: RevenueBase Database · checked Sep 13, 2026
24	Smart Money Invest	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	1-10	3 contacts →
	Indirect evidence “Tactfully managing investment portfolios for Institutional and individual clients, Smart Money Capital Management Inc.” Source: RevenueBase Database · checked Sep 13, 2026
25	Retiremint	Partial evidence	Toronto, ON, CanadaHQ checked Sep 13, 2026	1-10	2 contacts →
	Partial evidence “RetireMint is the internet's first all-in-one retirement planning platform, providing Canadians a one-stop destination to plan their retirement journey from start to finish.” Source: RevenueBase Database · checked Sep 13, 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 80 robo-advisor platforms based in Toronto, Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,644 reachable decision-makers.

Free signup · no credit card

View the full list →

Robo-advisor platforms based in Toronto, Canada at a glance

As of Sep 13, 2026

36.2%Verified-email coverage

7.6%Mobile-number coverage

91.2Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 13, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

2,0770–30

56131–60

361–90

090–180

3180+

Company record updated

Median 55.0d

00–30

4,01131–60

2,30661–90

58290–180

396180+

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 Toronto, 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 Toronto 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, 2,644 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 13, 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 in Canada

Robo-advisor platforms in Toronto80
Robo-advisor platforms in Montreal25

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 Toronto, Canada?

RevenueBase identified 80 robo-advisor platforms headquartered in Toronto, 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 2,644 verified decision-maker contacts tracked across these 80 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 13, 2026.

Ready to reach these companies? Verified emails and direct dials for all 80 robo-advisor platforms based in Toronto, Canada. Start with a free account, no credit card.

Download this list →

Related lists

Robo-advisor platforms by geography

Browse the directory

Browse: Companies home · Robo-advisor platforms in Canada · All Canada lists · All Robo-advisor platforms lists · New lists

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.