Company lists · Data refreshed September 2026

Top 25 Wealth management software companies based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 67 companies tracked

RevenueBase identified 67 wealth management software companies headquartered in Toronto, Canada as of September 2026 and tracks 21,022 professional contacts across them, including 5,742 with verified work emails. Toronto is the largest hub.

This list covers wealth management software companies headquartered in Toronto, 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

67Companies

21,022Contacts tracked

5,742Verified emails

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The 25 largest wealth management software companies based in Toronto, Canada

Ranked by team size

Top 25 of 67 wealth management software companies based in Toronto, 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 software companies: 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	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
4	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
5	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
6	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
7	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
8	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
9	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
10	Bridgehouse Asset Managers	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	38 contacts →
	Partial evidence “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Source: RevenueBase Database · checked Sep 14, 2026
11	CI Private Wealth Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	201-500	34 contacts →
	Strong evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 14, 2026
12	Guardian Capital Advisors	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	201-500	32 contacts →
	Strong evidence “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Source: RevenueBase Database · checked Sep 14, 2026
13	Mantle	Indirect evidence	Toronto, CanadaHQ checked Sep 14, 2026	11-50	32 contacts →
	Indirect evidence “Mantle is building the next generation of tools to transform how private assets are managed.” Source: RevenueBase Database · checked Sep 14, 2026
14	Generation Capital	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	26 contacts →
	Strong evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 14, 2026
15	Ticoon Technology	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	24 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
16	Optimize Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	51-200	23 contacts →
	Strong evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
17	Portfoliohiway	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	20 contacts →
	Partial evidence “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Source: RevenueBase Database · checked Sep 14, 2026
18	Portfolioxpressway	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	18 contacts →
	Strong evidence “Client experience is becoming a competitive differentiator in wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
19	Foundation Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	15 contacts →
	Partial evidence “Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Source: RevenueBase Database · checked Sep 14, 2026
20	Planworth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	13 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
21	Ullman Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	11 contacts →
	Strong evidence “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Source: RevenueBase Database · checked Sep 14, 2026
22	Harness Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	1-10	10 contacts →
	Partial evidence “We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Source: RevenueBase Database · checked Sep 14, 2026
23	Brightview Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	10 contacts →
	Partial evidence “Individual, family, business or organization; wealth building is a major life goal for one and all.” Source: RevenueBase Database · checked Sep 14, 2026
24	Heathbridge Capital Management LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
25	Philanthpro Solutions	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 14, 2026	11-50	7 contacts →
	Indirect evidence “PhilanthPro was developed specifically for financial advisors and clients with foundations, donor-advised funds, and charitable trusts.” 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 software companies. 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 software companies.
Partial evidence: Its own public description names part of wealth management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management software companies. 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 67 wealth management software companies based in Toronto, Canada

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Wealth management software companies based in Toronto, Canada at a glance

As of Sep 14, 2026

27.3%Verified-email coverage

313.8Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 67 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 software companies, 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 Toronto, Canada whose own description of what they do matches “wealth management software companies”. 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 software companies), 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 software companies, and records with no verified work email. Companies headquartered outside Toronto 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, 5,742 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 software companies by metro in Canada

Wealth management software companies in Toronto67
Wealth management software companies in Calgary29
Wealth management software companies in Vancouver29

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 software companies, 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 software companies are there based in Toronto, Canada?

RevenueBase identified 67 wealth management software companies headquartered in Toronto, 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 software companies?

Toronto leads with 67 headquartered companies, followed by Calgary (29) and Vancouver (29).

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 5,742 verified decision-maker contacts tracked across these 67 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.