Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 609 companies tracked

RevenueBase identified 609 wealth management platforms headquartered in Canada as of September 2026 and tracks 32,419 professional contacts across them, including 11,012 with verified work emails. Toronto is the largest hub.

This list covers wealth management platforms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

609Companies

32,419Contacts tracked

11,012Verified emails

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The 25 largest wealth management platforms based in Canada

Ranked by team size

Top 25 of 609 wealth management platforms based in Canada, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	RBC Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	10001+	8,191 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
2	BMO Private Wealth	Partial evidence	Toronto, CanadaHQ checked Sep 14, 2026	501-1,000	1,555 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
3	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
4	IA Private Wealth	Strong evidence	Montréal, QC, CanadaHQ checked Sep 14, 2026	201-500	1,050 contacts →
	Strong evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 14, 2026
5	Canaccord Genuity Group INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	1,001-5,000	913 contacts →
	Indirect evidence “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Source: RevenueBase Database · checked Sep 14, 2026
6	Fiera Capital	Partial evidence	Montreal, QC, CanadaHQ checked Sep 14, 2026	501-1,000	676 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
7	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 14, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
8	Innocap	Partial evidence	Montreal, QC, CanadaHQ checked Sep 14, 2026	501-1,000	469 contacts →
	Partial evidence “Innocap is the leading Dedicated Managed Account Platform globally.” Source: RevenueBase Database · checked Sep 14, 2026
9	ATB Wealth	Strong evidence	All Across, AB, CanadaHQ checked Sep 14, 2026	501-1,000	438 contacts →
	Strong evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 14, 2026
10	Canaccord Genuity Wealth Management Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	1,001-5,000	407 contacts →
	Strong evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
11	Harbourfront Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 14, 2026	201-500	265 contacts →
	Strong evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
12	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 14, 2026	201-500	238 contacts →
	Strong evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 14, 2026
13	FDP Gestion Privée	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 14, 2026	51-200	228 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
14	Univeris	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	140 contacts →
	Strong evidence “Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Source: RevenueBase Database · checked Sep 14, 2026
15	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	201-500	134 contacts →
	Partial evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 14, 2026
16	Purpose Unlimited	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	201-500	99 contacts →
	Indirect evidence “Purpose Unlimited is an independent company that’s creating the future of financial services.” Source: RevenueBase Database · checked Sep 14, 2026
17	Newport Private Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	96 contacts →
	Strong evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 14, 2026
18	Owens Macfadyen Group	Strong evidence	Toronto, CanadaHQ checked Sep 14, 2026	51-200	94 contacts →
	Strong evidence “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Source: RevenueBase Database · checked Sep 14, 2026
19	D1g1t	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	91 contacts →
	Strong evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 14, 2026
20	Onevest	Strong evidence	Toronto, CanadaHQ checked Sep 14, 2026	51-200	87 contacts →
	Strong evidence “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Source: RevenueBase Database · checked Sep 14, 2026
21	Nour Private Wealth NPW	Partial evidence	Oakville, ON, CanadaHQ checked Sep 14, 2026	51-200	83 contacts →
	Partial evidence “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Source: RevenueBase Database · checked Sep 14, 2026
22	Infinite Investment Systems	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	72 contacts →
	Strong evidence “Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Source: RevenueBase Database · checked Sep 14, 2026
23	Nexj Systems	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	69 contacts →
	Partial evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 14, 2026
24	Tricert	Indirect evidence	Waterloo, ON, CanadaHQ checked Sep 14, 2026	51-200	52 contacts →
	Indirect evidence “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: RevenueBase Database · checked Sep 14, 2026
25	Mako Financial Technologies	Partial evidence	Montreal, QC, CanadaHQ checked Sep 14, 2026	51-200	51 contacts →
	Partial evidence “Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management platforms.
Partial evidence: Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 609 wealth management platforms based in Canada

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Wealth management platforms based in Canada at a glance

As of Sep 14, 2026

34.0%Verified-email coverage

53.2Average contacts per company

1-10Median size (employees)

22.5%Largest-city concentration · Toronto

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

386

11-50

137

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 609 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth management platforms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 11,012 across the full list. 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management platforms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management platforms are there based in Canada?

RevenueBase identified 609 wealth management platforms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most wealth management platforms?

Toronto leads with 137 headquartered companies, followed by Calgary (53) and Vancouver (45).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 11,012 verified decision-maker contacts tracked across these 609 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 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 Smart Search, 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.