Company lists · Data refreshed September 2026
Top 25 Wealth management platform developers based in Canada
RevenueBase identified 515 company matches for wealth management platform developers associated with Canada as of September 2026 and tracks 24,399 professional contacts across them, including 10,686 with verified work emails. Toronto is the largest hub.
This list covers company matches for wealth management platform developers 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 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.
The 25 largest wealth management platform developers based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026 · View company records in RevenueBase | |||||
| 2 | 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 29, 2026 · View company records in RevenueBase | |||||
| 3 | 1,405 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 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 29, 2026 · View company records in RevenueBase | |||||
| 5 | 941 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 676 contacts → | ||||
Exact match “Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 623 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 469 contacts → | ||||
Exact match “Innocap is the leading Dedicated Managed Account Platform globally.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 407 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 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 29, 2026 · View company records in RevenueBase | |||||
| 11 | 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 29, 2026 · View company records in RevenueBase | |||||
| 12 | 180 contacts → | ||||
Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 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 29, 2026 · View company records in RevenueBase | |||||
| 14 | 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 29, 2026 · View company records in RevenueBase | |||||
| 15 | 99 contacts → | ||||
Exact match “Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 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 29, 2026 · View company records in RevenueBase | |||||
| 17 | 94 contacts → | ||||
Exact match “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 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 29, 2026 · View company records in RevenueBase | |||||
| 19 | 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 29, 2026 · View company records in RevenueBase | |||||
| 20 | 83 contacts → | ||||
Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 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 29, 2026 · View company records in RevenueBase | |||||
| 22 | 69 contacts → | ||||
Exact match “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 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 29, 2026 · View company records in RevenueBase | |||||
| 24 | 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 29, 2026 · View company records in RevenueBase | |||||
| 25 | 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 29, 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 platform developers”. 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 515 wealth management platform developers based in Canada
See the full list, filter by size, metro and specialty, and access 10,686 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Wealth management platform developers based in Canada at a glance
As of Sep 29, 2026Companies by employee count
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 515 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 platform 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 10,686 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.
Wealth management platform developers 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 platform developers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management platform developers are there based in Canada?
RevenueBase identified 515 company matches for wealth management platform developers 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 platform developers?
Toronto leads with 117 company records, followed by Calgary (46) and Vancouver (43).
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 10,686 professional contacts with verified work emails tracked across these 515 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.
Ready to reach these companies? Verified emails and direct dials for all 515 wealth management platform developers based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Wealth management platform developers by geography
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
- Wealth management platform developers based in Toronto, Canada
- Wealth management platform developers based in Vancouver, Canada
- Wealth management platform developers based in Lyon, France
- Wealth management platform developers based in Paris, France
- Wealth management platform developers based in Berlin, Germany
- Wealth management platform developers based in Frankfurt, Germany
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management platform developers based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 515 matching company records for wealth management platform developers based in Canada, with 24,399 tracked contacts and 10,686 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management platform developers based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  RBC Wealth Managementrbcwealthmanagement.comHQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,191 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Private Wealthbmo.comHQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Raymond James LTDraymondjames.caHQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,405 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  IA Private Wealthiaprivatewealth.caHQ: Montréal, QC, CanadaReported employees: 201-500 | Montréal, QC, Canada | 201-500 | Exact match | 1,050 contacts → |
“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fiera Capitalfieracapital.comHQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 676 contacts → |
“Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Innocapinnocap.comHQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 469 contacts → |
“Innocap is the leading Dedicated Managed Account Platform globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Harbourfront Wealth Managementharbourfrontwealth.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Croesuscroesus.comHQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Univerisuniveris.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 140 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Q Wealth Partnersqwealth.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Purpose Unlimitedpurpose-unlimited.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 99 contacts → |
“Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Newport Private Wealthnewportprivatewealth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Owens Macfadyen Groupomg.ca HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 94 contacts → |
“Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  D1g1td1g1t.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 91 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Onevestonevest.comHQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Nour Private Wealth NPWnourprivatewealth.comHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Infinite Investment Systemsinf-systems.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 72 contacts → |
“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nexj Systemsnexj.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Tricerttricert.caHQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 52 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mako Financial Technologiesmakofintech.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Canfin Wealth Managementcanfin.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 48 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 515 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management platform developers: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
512 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 515 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management platform developers by metro
Questions about this company list
What does Exact match mean for wealth management platform developers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management platform developers did RevenueBase find based in Canada?
The saved snapshot records 515 matching company records, 24,399 tracked contacts and 10,686 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management platform developers by geography
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
- Wealth management platform developers based in Toronto, Canada
- Wealth management platform developers based in Vancouver, Canada
- Wealth management platform developers based in Lyon, France
- Wealth management platform developers based in Paris, France
- Wealth management platform developers based in Berlin, Germany
- Wealth management platform developers based in Frankfurt, Germany
Cite this list
RevenueBase Data Team. Top 25 wealth management platform developers based in Canada. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-management-platform-developers/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management platform developers based in Canada
RevenueBase records 515 matching company records for wealth management platform developers based in Canada, with 24,399 tracked contacts and 10,686 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management platform developers based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | RBC Wealth Managementrbcwealthmanagement.com HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,191 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Private Wealthbmo.com HQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Raymond James LTDraymondjames.ca HQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,405 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | IA Private Wealthiaprivatewealth.ca HQ: Montréal, QC, CanadaReported employees: 201-500 | Montréal, QC, Canada | 201-500 | Exact match | 1,050 contacts → |
“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fiera Capitalfieracapital.com HQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 676 contacts → |
“Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Innocapinnocap.com HQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 469 contacts → |
“Innocap is the leading Dedicated Managed Account Platform globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Harbourfront Wealth Managementharbourfrontwealth.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Croesuscroesus.com HQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Univerisuniveris.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 140 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Q Wealth Partnersqwealth.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Purpose Unlimitedpurpose-unlimited.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 99 contacts → |
“Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Newport Private Wealthnewportprivatewealth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Owens Macfadyen Groupomg.ca HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 94 contacts → |
“Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | D1g1td1g1t.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 91 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Onevestonevest.com HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 87 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Nour Private Wealth NPWnourprivatewealth.com HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Infinite Investment Systemsinf-systems.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 72 contacts → |
“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nexj Systemsnexj.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Tricerttricert.ca HQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 52 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mako Financial Technologiesmakofintech.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Canfin Wealth Managementcanfin.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 48 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 515 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management platform developers: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
512 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 515 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management platform developers by metro
Questions about this company list
What does Exact match mean for wealth management platform developers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management platform developers did RevenueBase find based in Canada?
The saved snapshot records 515 matching company records, 24,399 tracked contacts and 10,686 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management platform developers by geography
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
- Wealth management platform developers based in Toronto, Canada
- Wealth management platform developers based in Vancouver, Canada
- Wealth management platform developers based in Lyon, France
- Wealth management platform developers based in Paris, France
- Wealth management platform developers based in Berlin, Germany
- Wealth management platform developers based in Frankfurt, Germany
Cite this list
RevenueBase Data Team. Top 25 wealth management platform developers based in Canada. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-management-platform-developers/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada