Company lists · Data refreshed September 2026

Top 25 Wealth management api providers based in Canada

Name: Wealth management api providers based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 352 companies tracked

RevenueBase identified 352 company matches for wealth management api providers associated with Canada as of September 2026 and tracks 20,770 professional contacts across them, including 8,239 with verified work emails. Toronto is the largest hub.

This list covers company matches for wealth management api providers 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 September 19, 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 19, 2026 How this list was built

352Companies

20,770Contacts tracked

8,239Verified emails

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The 25 largest wealth management api providers based in Canada

Ranked by team size

Top 25 of 352 company matches for wealth management api providers based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	10001+	8,191 contacts →
	Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 19, 2026	501-1,000	1,555 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	IA Private Wealth	Exact match	Montréal, QC, CanadaHQ recorded Sep 19, 2026	201-500	1,050 contacts →
	Exact match “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	IGM Financial INC	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 19, 2026	5,001-10,000	623 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	ATB Wealth	Exact match	All Across, AB, CanadaHQ recorded Sep 19, 2026	501-1,000	438 contacts →
	Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1,001-5,000	407 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Harbourfront Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 19, 2026	201-500	265 contacts →
	Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Croesus	Exact match	Laval, QC, CanadaHQ recorded Sep 19, 2026	201-500	238 contacts →
	Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	FDP Gestion Privée	Exact match	Montréal, QC, CanadaHQ recorded Sep 19, 2026	51-200	228 contacts →
	Exact match “Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	CIDEL	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	201-500	182 contacts →
	Exact match “Cidel is a Canadian private bank and asset manager.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Univeris	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	140 contacts →
	Exact match “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Q Wealth Partners	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	201-500	134 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 19, 2026 · View company records in RevenueBase
13	Mandeville Private Client INC	Exact match	Burlington, ON, CanadaHQ recorded Sep 19, 2026	51-200	97 contacts →
	Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	96 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	91 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 19, 2026 · View company records in RevenueBase
16	Onevest	Exact match	Toronto, CanadaHQ recorded Sep 19, 2026	51-200	87 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 19, 2026 · View company records in RevenueBase
17	Infinite Investment Systems	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	72 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 19, 2026 · View company records in RevenueBase
18	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Sep 19, 2026	51-200	52 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Mako Financial Technologies	Exact match	Montreal, QC, CanadaHQ recorded Sep 19, 2026	51-200	51 contacts →
	Exact match “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Canfin Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	48 contacts →
	Exact match “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Finlogik Offshore Solutions	Exact match	Montreal, QC, CanadaHQ recorded Sep 19, 2026	11-50	46 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Thrive Wealth Management	Exact match	Saskatoon, SK, CanadaHQ recorded Sep 19, 2026	51-200	43 contacts →
	Exact match “Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Eterna Financial Group	Exact match	Québec, QC, CanadaHQ recorded Sep 19, 2026	11-50	42 contacts →
	Exact match “C’est avec une équipe de 40 experts chevronnés et dévoués, qu’Eterna Groupe Financier s’est construit une réputation de chef de file dans le secteur financier.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	KJH Investors At Harbourfront Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	38 contacts →
	Exact match “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	The Wealthco. Group Of Companies	Exact match	Calgary, AB, CanadaHQ recorded Sep 19, 2026	11-50	38 contacts →
	Exact match “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded in the RevenueBase company graph · Sep 19, 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 “wealth management api providers”. 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 352 wealth management api providers based in Canada

See the full list, filter by size, metro and specialty, and access 8,239 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management api providers based in Canada at a glance

As of Sep 19, 2026

39.7%Verified-email coverage

59.0Average contacts per company

1-10Median size (employees)

19.6%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

209

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 352 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 “wealth management api providers” 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 8,239 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 19, 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.

Wealth management api providers 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 “wealth management api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management api providers are there based in Canada?

RevenueBase identified 352 company matches for wealth management api providers associated with 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?

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

Which city has the most wealth management api providers?

Toronto leads with 69 company records, followed by Montreal (33) and Calgary (29).

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 8,239 professional contacts with verified work emails tracked across these 352 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 19, 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.