Company lists · Data refreshed September 2026

Top 11 Wealth management api providers based in Montreal, Canada

RevenueBase identified 33 company matches for wealth management api providers associated with Montreal, Canada as of September 2026 and tracks 1,623 professional contacts across them, including 857 with verified work emails. Across Canada, Toronto is the largest hub for this category (69 companies); Montreal follows with 33.

This list covers company matches for wealth management api providers associated with Montreal, 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
33Companies
1,623Contacts tracked
857Verified emails
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The 11 largest wealth management api providers based in Montreal, Canada

Ranked by team size
Top 11 of 33 company matches for wealth management api providers based in Montreal, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 202651-20051 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
2Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 202611-5046 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
3Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 202611-5033 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
4Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 202611-5029 contacts →

Exact match

“Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 202611-5028 contacts →

Exact match

“NDEX Systems specializes in financial data and wealth management.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 202611-5019 contacts →

Exact match

“Inovestor Inc.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 202611-5010 contacts →

Exact match

“The PolicyBook mission is to provide a platform that helps wealth firms sell more insurance products and makes it easier to deliver the wealth client’s evolving coverage needs.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Nous mettons tout en œuvre pour faire fructifier votre argent.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“Patrimiz vous apporte des solutions personnalisées en matière de gestion du patrimoine, de sécurité financière et d’investissement.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“Leveraging over 75 years of combined experience, the SMA Investment Group has been a firsthand witness to the evolution of global markets, the financial industry, and the evolving…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchMontreal, QC, CanadaHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Here at Ralph Zeidan Wealth Management, we focus on helping high-income professionals and business owners providing professional advice related to asset management, financial…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 11 of 33 wealth management api providers based in Montreal, Canada

See the full list, filter by size, metro and specialty, and access 857 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management api providers based in Montreal, Canada at a glance

As of Sep 19, 2026
52.8%Verified-email coverage
49.2Average contacts per company
11-50Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
14
51-200
2
201-500
1

Email recency for this list is measured across the whole Canada list rather than for Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 33 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 Montreal, 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 857 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.

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 Montreal, Canada?

RevenueBase identified 33 company matches for wealth management api providers associated with Montreal, 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?

Mako Financial Technologies tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most wealth management api providers?

Toronto leads Canada 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 857 professional contacts with verified work emails tracked across these 33 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.