Company lists · Data refreshed September 2026

Top 25 Wealth management api providers based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 69 companies tracked

RevenueBase identified 69 company matches for wealth management api providers associated with Toronto, Canada as of September 2026 and tracks 15,623 professional contacts across them, including 5,892 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for wealth management api providers 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 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

69Companies

15,623Contacts tracked

5,892Verified emails

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The 25 largest wealth management api providers based in Toronto, Canada

Ranked by team size

Top 25 of 69 company matches for wealth management api providers based in Toronto, 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	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
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	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
12	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
13	CI Private Wealth Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	201-500	34 contacts →
	Exact match “CI Private Wealth is a wealth management firm rooted in strength.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Guardian Capital Advisors	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	201-500	32 contacts →
	Exact match “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Generation Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	26 contacts →
	Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Ticoon Technology	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	24 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 19, 2026 · View company records in RevenueBase
18	Generation Iacp INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	19 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Foundation Wealth Partners	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Planworth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	13 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 19, 2026 · View company records in RevenueBase
21	Safebridge Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Ullman Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Coleford Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “We manage wealth with a clear purpose: to deliver steady, long-term investment returns that achieve the financial plans and aspirations of our clients while minimizing risk.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Harness Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Brightview Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Individual, family, business or organization; wealth building is a major life goal for one and all.” 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 69 wealth management api providers based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 5,892 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 19, 2026

37.7%Verified-email coverage

226.4Average contacts per company

11-50Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 69 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 “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 5,892 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 in Canada

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 Toronto, Canada?

RevenueBase identified 69 company matches for wealth management api providers 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?

RBC Wealth Management 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 5,892 professional contacts with verified work emails tracked across these 69 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.