Company lists · Data refreshed November 2026
Top 25 Wealthtech companies based in Canada
RevenueBase identified 123 company matches for wealthtech companies associated with Canada as of November 2026 and tracks 4,369 professional contacts across them, including 1,818 with verified work emails. Toronto is the largest hub.
This list covers company matches for wealthtech companies 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 November 6, 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 wealthtech companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 578 contacts → | ||||
Exact match “Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 205 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 146 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 145 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 122 contacts → | ||||
Exact match “Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 106 contacts → | ||||
Exact match “OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 93 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 93 contacts → | ||||
Exact match “OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 89 contacts → | ||||
Exact match “Whether you're a financial services provider or a fintech innovator, our tech-driven products are designed to elevate your business with modern solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 87 contacts → | ||||
Exact match “Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments, giving businesses the infrastructure to build and deliver seamless…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 78 contacts → | ||||
Exact match “BrainFinance, a leading financial technology company, has developed a revolutionary all-in-one lending platform which uses advanced credit analysis to better evaluate the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 75 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 74 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 70 contacts → | ||||
Exact match “Berkeley is a technology company that makes FinTech possible for any organization and enables to easily build, launch, and scale their own white-label banking, payments, and card…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 56 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 35 contacts → | ||||
Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 31 contacts → | ||||
Exact match “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 31 contacts → | ||||
Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 27 contacts → | ||||
Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 26 contacts → | ||||
Exact match “Polymath is a fintech company transforming the private securities market with its white-label SaaS platform for tokenizing real-world assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 26 contacts → | ||||
Exact match “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 26 contacts → | ||||
Exact match “Westgate Managing Capital has the objective of creating fintech solutions to match borrowers with lenders at record speeds in multiple credit verticals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 22 contacts → | ||||
Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 21 contacts → | ||||
Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “CreditBook, the financial ally that connects underbanked borrowers and lenders to allow financial inclusion.” Recorded in the RevenueBase company graph · Nov 6, 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 “wealthtech companies”. 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 123 wealthtech companies based in Canada
See the full list, filter by size, metro and specialty, and access 1,818 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Wealthtech companies based in Canada at a glance
As of Nov 6, 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 123 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 “wealthtech companies” 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 1,818 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 November 6, 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.
Wealthtech companies 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 “wealthtech companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealthtech companies are there based in Canada?
RevenueBase identified 123 company matches for wealthtech companies associated with Canada as of November 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?
Propel Holdings tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealthtech companies?
Toronto leads with 51 company records, followed by Montreal (19) and Vancouver (9).
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 1,818 professional contacts with verified work emails tracked across these 123 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 123 wealthtech companies based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Wealthtech companies by geography
- Wealthtech companies based in Melbourne, Australia
- Wealthtech companies based in Sydney, Australia
- Wealthtech companies based in Sao Paulo, Brazil
- Wealthtech companies based in Toronto, Canada
- Wealthtech companies based in Paris, France
- Wealthtech companies based in Hong Kong, Hong Kong
- Wealthtech companies based in Bangalore, India
- Wealthtech companies based in Chennai, India
- Wealthtech companies based in Gurgaon, India
- Wealthtech companies based in Mumbai, India
- Wealthtech companies based in New Delhi, India
- Wealthtech companies based in Noida, India
Browse the directory
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
- Wealthtech companies based in Melbourne, Australia
- Wealthtech companies based in Sydney, Australia
- Wealthtech companies based in Sao Paulo, Brazil
- Wealthtech companies based in Toronto, Canada
- Wealthtech companies based in Paris, France
- Wealthtech companies based in Hong Kong, Hong Kong
Company intelligence · public preview
Top 25 wealthtech companies 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 123 matching company records for wealthtech companies based in Canada, with 4,369 tracked contacts and 1,818 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: November 6, 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 wealthtech companies 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 |  Propel Holdingspropelholdings.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 578 contacts → |
“Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Univerisuniveris.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 146 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Q Wealth Partnersqwealth.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 145 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Purpose Unlimitedpurpose-unlimited.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 122 contacts → |
“Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  OTT Financial Groupott.caHQ: Toronto, QC, CanadaReported employees: 51-200 | Toronto, QC, Canada | 51-200 | Exact match | 106 contacts → |
“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  D1g1td1g1t.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Onevestonevest.comHQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 93 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Digital Commerce Groupdc-payments.caHQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 89 contacts → |
“Whether you're a financial services provider or a fintech innovator, our tech-driven products are designed to elevate your business with modern solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Flinksflinks.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 87 contacts → |
“Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments, giving businesses the infrastructure to build and deliver seamless…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Brainfinancebrainfinance.comHQ: Montréal, QC, CanadaReported employees: 201-500 | Montréal, QC, Canada | 201-500 | Exact match | 78 contacts → |
“BrainFinance, a leading financial technology company, has developed a revolutionary all-in-one lending platform which uses advanced credit analysis to better evaluate the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nexj Systemsnexj.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 75 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Infinite Investment Systemsinf-systems.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 74 contacts → |
“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Berkeley Paymentsberkeleypayment.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 70 contacts → |
“Berkeley is a technology company that makes FinTech possible for any organization and enables to easily build, launch, and scale their own white-label banking, payments, and card…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mako Financial Technologiesmakofintech.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 56 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ndex Systemsndexsystems.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 35 contacts → |
“NDEX Systems specializes in financial data and wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Toogood Financial Systems INCtoogood.comHQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 31 contacts → |
“Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Finlogik INCfinlogik.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 31 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finlogik Offshore Solutionscanaccordgenuity.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 27 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Polymathpolymath.networkHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Polymath is a fintech company transforming the private securities market with its white-label SaaS platform for tokenizing real-world assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Ticoon Technologyticoon.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Westgate Managing Capitalthewmc.caHQ: Laval, CanadaReported employees: 11-50 | Laval, Canada | 11-50 | Exact match | 26 contacts → |
“Westgate Managing Capital has the objective of creating fintech solutions to match borrowers with lenders at record speeds in multiple credit verticals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Portfoliohiwayportfoliohiway.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 22 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Inovestorinovestor.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 21 contacts → |
“Inovestor Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Creditbookcreditbook.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“CreditBook, the financial ally that connects underbanked borrowers and lenders to allow financial inclusion.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 123 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealthtech companies: dataset insights
November 6, 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
123 records in the displayed employee bands.
0 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 123 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: November 6, 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 ↗
Wealthtech companies by metro
Questions about this company list
What does Exact match mean for wealthtech companies?
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 wealthtech companies did RevenueBase find based in Canada?
The saved snapshot records 123 matching company records, 4,369 tracked contacts and 1,818 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: November 6, 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
Wealthtech companies by geography
- Wealthtech companies based in Melbourne, Australia
- Wealthtech companies based in Sydney, Australia
- Wealthtech companies based in Sao Paulo, Brazil
- Wealthtech companies based in Toronto, Canada
- Wealthtech companies based in Paris, France
- Wealthtech companies based in Hong Kong, Hong Kong
- Wealthtech companies based in Bangalore, India
- Wealthtech companies based in Chennai, India
- Wealthtech companies based in Gurgaon, India
- Wealthtech companies based in Mumbai, India
- Wealthtech companies based in New Delhi, India
- Wealthtech companies based in Noida, India
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealthtech companies based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealthtech-companies/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
- Wealthtech companies based in Melbourne, Australia
- Wealthtech companies based in Sydney, Australia
- Wealthtech companies based in Sao Paulo, Brazil
- Wealthtech companies based in Toronto, Canada
- Wealthtech companies based in Paris, France
- Wealthtech companies based in Hong Kong, Hong Kong
Company intelligence · public preview
Top 25 wealthtech companies based in Canada
RevenueBase records 123 matching company records for wealthtech companies based in Canada, with 4,369 tracked contacts and 1,818 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: November 6, 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 wealthtech companies 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 | Propel Holdingspropelholdings.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 578 contacts → |
“Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Univerisuniveris.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 146 contacts → |
“Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Q Wealth Partnersqwealth.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 145 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Purpose Unlimitedpurpose-unlimited.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 122 contacts → |
“Purpose Unlimited is an independent company that’s creating the future of financial services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | OTT Financial Groupott.ca HQ: Toronto, QC, CanadaReported employees: 51-200 | Toronto, QC, Canada | 51-200 | Exact match | 106 contacts → |
“OTT Financial Group focuses on providing tailored financial services to address the needs of both consumers and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | D1g1td1g1t.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Onevestonevest.com HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 93 contacts → |
“OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Digital Commerce Groupdc-payments.ca HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 89 contacts → |
“Whether you're a financial services provider or a fintech innovator, our tech-driven products are designed to elevate your business with modern solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Flinksflinks.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 87 contacts → |
“Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments, giving businesses the infrastructure to build and deliver seamless…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Brainfinancebrainfinance.com HQ: Montréal, QC, CanadaReported employees: 201-500 | Montréal, QC, Canada | 201-500 | Exact match | 78 contacts → |
“BrainFinance, a leading financial technology company, has developed a revolutionary all-in-one lending platform which uses advanced credit analysis to better evaluate the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nexj Systemsnexj.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 75 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Infinite Investment Systemsinf-systems.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 74 contacts → |
“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Berkeley Paymentsberkeleypayment.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 70 contacts → |
“Berkeley is a technology company that makes FinTech possible for any organization and enables to easily build, launch, and scale their own white-label banking, payments, and card…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mako Financial Technologiesmakofintech.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 56 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ndex Systemsndexsystems.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 35 contacts → |
“NDEX Systems specializes in financial data and wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Toogood Financial Systems INCtoogood.com HQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 31 contacts → |
“Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finlogik INCfinlogik.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 31 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finlogik Offshore Solutionscanaccordgenuity.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 27 contacts → |
“At Finlogik, we develop a passion for financial innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Polymathpolymath.network HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Polymath is a fintech company transforming the private securities market with its white-label SaaS platform for tokenizing real-world assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ticoon Technologyticoon.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Westgate Managing Capitalthewmc.ca HQ: Laval, CanadaReported employees: 11-50 | Laval, Canada | 11-50 | Exact match | 26 contacts → |
“Westgate Managing Capital has the objective of creating fintech solutions to match borrowers with lenders at record speeds in multiple credit verticals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Portfoliohiwayportfoliohiway.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 22 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Inovestorinovestor.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 21 contacts → |
“Inovestor Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Creditbookcreditbook.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“CreditBook, the financial ally that connects underbanked borrowers and lenders to allow financial inclusion.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 123 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealthtech companies: dataset insights
November 6, 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
123 records in the displayed employee bands.
0 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 123 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: November 6, 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 ↗
Wealthtech companies by metro
Questions about this company list
What does Exact match mean for wealthtech companies?
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 wealthtech companies did RevenueBase find based in Canada?
The saved snapshot records 123 matching company records, 4,369 tracked contacts and 1,818 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: November 6, 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
Wealthtech companies by geography
- Wealthtech companies based in Melbourne, Australia
- Wealthtech companies based in Sydney, Australia
- Wealthtech companies based in Sao Paulo, Brazil
- Wealthtech companies based in Toronto, Canada
- Wealthtech companies based in Paris, France
- Wealthtech companies based in Hong Kong, Hong Kong
- Wealthtech companies based in Bangalore, India
- Wealthtech companies based in Chennai, India
- Wealthtech companies based in Gurgaon, India
- Wealthtech companies based in Mumbai, India
- Wealthtech companies based in New Delhi, India
- Wealthtech companies based in Noida, India
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealthtech companies based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealthtech-companies/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
- Wealthtech companies based in Melbourne, Australia
- Wealthtech companies based in Sydney, Australia
- Wealthtech companies based in Sao Paulo, Brazil
- Wealthtech companies based in Toronto, Canada
- Wealthtech companies based in Paris, France
- Wealthtech companies based in Hong Kong, Hong Kong