Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in Calgary, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 53 companies tracked

RevenueBase identified 53 wealth management platforms headquartered in Calgary, Canada as of September 2026 and tracks 298 professional contacts across them, including 149 with verified work emails. Toronto is the largest hub.

This list covers wealth management platforms headquartered in Calgary, 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

53Companies

298Contacts tracked

149Verified emails

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The 25 largest wealth management platforms based in Calgary, Canada

Ranked by team size

Top 25 of 53 wealth management platforms based in Calgary, 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	The Wealthco. Group Of Companies	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	38 contacts →
	Strong evidence “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Source: RevenueBase Database · checked Sep 14, 2026
2	QV Investors INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	35 contacts →
	Strong evidence “QV Investors is an independent asset and wealth management firm focused on principles of quality and value.” Source: RevenueBase Database · checked Sep 14, 2026
3	Northfront Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Source: RevenueBase Database · checked Sep 14, 2026
4	Popowich Karmali Advisory Group	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	12 contacts →
	Indirect evidence “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Source: RevenueBase Database · checked Sep 14, 2026
5	siacharts.com	Partial evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	11 contacts →
	Partial evidence “SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: RevenueBase Database · checked Sep 14, 2026
6	UP Financial	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	11 contacts →
	Strong evidence “Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and…” Source: RevenueBase Database · checked Sep 14, 2026
7	Sandstone Asset Management INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	9 contacts →
	Strong evidence “SANDSTONE Asset Management is a Calgary-based boutique wealth management firm specializing in discretionary investment services for high-net-worth entrepreneurs, families…” Source: RevenueBase Database · checked Sep 14, 2026
8	Palisade Capital Management LTD	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “Palisade Capital is a Calgary-based portfolio manager and investment fund manager.” Source: RevenueBase Database · checked Sep 14, 2026
9	The Wealth Council	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	8 contacts →
	Strong evidence “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Source: RevenueBase Database · checked Sep 14, 2026
10	Camber Private Wealth	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Source: RevenueBase Database · checked Sep 14, 2026
11	Cornerstone Fiduciary Wealth Management	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong evidence “Cornerstone Fiduciary Wealth Management is a privately owned, independent wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026
12	Unbiased Financial Services INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning.” Source: RevenueBase Database · checked Sep 14, 2026
13	Reyes Group With IA Private Wealth INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “At Reyes Group, we believe in enriching the lives around us.” Source: RevenueBase Database · checked Sep 14, 2026
14	Zelos Investment Counsel	Partial evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	4 contacts →
	Partial evidence “We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Source: RevenueBase Database · checked Sep 14, 2026
15	Dentro Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Dentro Financial is a boutique financial services firm combining your personal and corporate financial goals into one integrated financial solution.” Source: RevenueBase Database · checked Sep 14, 2026
16	NOW Wealth Management Solutions	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Source: RevenueBase Database · checked Sep 14, 2026
17	Trivest Wealth At Wellington-Altus Private Counsel	Partial evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	501-1,000	3 contacts →
	Partial evidence “The TriVest Wealth Counsel team is part of Wellington-Altus Private Counsel, a private client and institutional investment firm specializing in discretionary risk-managed…” Source: RevenueBase Database · checked Sep 14, 2026
18	Moraine Wealth Advisory	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Source: RevenueBase Database · checked Sep 14, 2026
19	The Absolute Group INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “Turning independent income into independent wealth" We are a boutique financial services company, specializing in helping entrepreneurial minds maximize their wealth.” Source: RevenueBase Database · checked Sep 14, 2026
20	Generations Planning Group INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “We provide total wealth management services to clients who have a desire to achieve a full life.” Source: RevenueBase Database · checked Sep 14, 2026
21	Wise Wealth Management	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “Wise Wealth Management is an established and successful Calgary-based financial planning practice that creates and manages personal investment wealth.” Source: RevenueBase Database · checked Sep 14, 2026
22	Truesdale Financial Group	Strong evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “Our Firm: Truesdale Financial Group is an independent wealth management firm with over 20 years of developing comprehensive strategies for our clients.” Source: RevenueBase Database · checked Sep 14, 2026
23	Grayhawk Wealth	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	11-50	1 contacts →
	Indirect evidence “The idea of Grayhawk came from a series of simple insights about what really matters to families and the gap we knew we had to fill.” Source: RevenueBase Database · checked Sep 14, 2026
24	Aware Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence “Do you want to know for sure that you’re making the right decisions with your money, your retirement and your giving?” Source: RevenueBase Database · checked Sep 14, 2026
25	DTR Financial	Indirect evidence	Calgary, CanadaHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence 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 53 wealth management platforms based in Calgary, Canada

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Wealth management platforms based in Calgary, Canada at a glance

As of Sep 14, 2026

50.0%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

258.5%Largest-city concentration · Toronto

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

1,001-5,000

Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 53 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 Calgary, 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 Calgary 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, 149 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 in Canada

Wealth management platforms in Toronto137
Wealth management platforms in Calgary53
Wealth management platforms in Vancouver45
Wealth management platforms in Montreal40

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 Calgary, Canada?

RevenueBase identified 53 wealth management platforms headquartered in Calgary, 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?

The Wealthco. Group Of Companies, headquartered in Calgary, 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 149 verified decision-maker contacts tracked across these 53 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.