Company lists · Data refreshed September 2026

Top 25 Robo advisor software developers based in Toronto, Canada

RevenueBase identified 74 company matches for robo advisor software developers associated with Toronto, Canada as of September 2026 and tracks 1,137 professional contacts across them, including 349 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for robo advisor software developers associated with Toronto, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
74Companies
1,137Contacts tracked
349Verified emails
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The 25 largest robo advisor software developers based in Toronto, Canada

Ranked by team size
Top 25 of 74 company matches for robo advisor software developers based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchToronto, ON, CanadaHQ recorded Sep 29, 2026201-500134 contacts →

Exact match

“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202651-20091 contacts →

Exact match

“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchToronto, CanadaHQ recorded Sep 29, 202651-20087 contacts →

Exact match

“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202651-20072 contacts →

Exact match

“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-5024 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-5020 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 · Sep 29, 2026 · View company records in RevenueBase
7Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-5013 contacts →

Exact match

“AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-5013 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 · Sep 29, 2026 · View company records in RevenueBase
9Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-5013 contacts →

Exact match

“DeepR Analytics is a global FinTech company based out of Toronto, Canada.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-1010 contacts →

Exact match

“Castle Ridge Asset Management, with offices in Toronto and New York, offers hedge fund investment strategies powered by its proprietary Artificial Intelligence system, named…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-5010 contacts →

Exact match

“Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-109 contacts →

Exact match

“Super Advisor helps investment advisors automate processes so they can spend more time doing what they do best”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-509 contacts →

Exact match

“We are a fintech company operating for 10+ years, developing sophisticated Artificial Intelligence (AI), Machine Learning (ML) and proprietary big-data processing algorithms to…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-508 contacts →

Exact match

“Justwealth is an innovative digital wealth management business providing services to overcharged and underserved investors across Canada.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-108 contacts →

Exact match

“Trading has changed Increased complexity, near-constant regulatory change and margin compression has placed a spotlight on execution quality and cost transparency for asset…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-107 contacts →

Exact match

“Finliti leverages behavioural science to revolutionise how financial entities engage and educate their clients.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-107 contacts →

Exact match

“Ubineer is a leading AI-driven market intelligence platform for professional investors and research teams.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-105 contacts →

Exact match

“Proprietary AI/ML-driven algorithm driving our Long/Short Tech Equity Strategy.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-104 contacts →

Exact match

“Investipal brings the work of running a wealth firm into one place.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-504 contacts →

Exact match

“CMOR creates fully automated machine learning based trading software.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchToronto, CanadaHQ recorded Sep 29, 202611-503 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchToronto, CanadaHQ recorded Sep 29, 20261-103 contacts →

Exact match

“is a SaaS-based financial technology company specializing in asset server infrastructure, fund autonomy, and algorithmic trading solutions.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-102 contacts →

Exact match

“We are technology driven.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchToronto, ON, CanadaHQ recorded Sep 29, 202611-501 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchToronto, ON, CanadaHQ recorded Sep 29, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 74 robo advisor software developers based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 349 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Robo advisor software developers based in Toronto, Canada at a glance

As of Sep 29, 2026
30.7%Verified-email coverage
15.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
24
51-200
3
201-500
1
10001+
1

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 74 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 Toronto, Canada whose business descriptions match “robo advisor software developers” 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 349 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

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 “robo advisor software developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many robo advisor software developers are there based in Toronto, Canada?

RevenueBase identified 74 company matches for robo advisor software developers associated with Toronto, Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Q Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most robo advisor software developers?

Toronto leads Canada with 74 company records, followed by Montreal (24) and Vancouver (20).

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 349 professional contacts with verified work emails tracked across these 74 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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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 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.