Top Financial Services Companies in Montreal (105)
The Maples Group is a leading service provider offering clients a comprehensive range of legal services on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey and Luxembourg, and is an independent provider of fiduciary, fund services, regulatory and compliance, and entity formation and management services. The Maples Group distinguishes itself with a client-focused approach, providing solutions...
Maxa automates financial and ERP insights. We transform multiple financial and operational systems’ raw data into a common, friendly data model where all the insights the C-suite needs are pre-computed and readily available in a data model anyone can understand. No special skills required. No upfront costs for technology, software, services: simply pay for successful insight generation
We provide the world’s preeminent corporations and financial institutions with a full business law service. We have more than 3,500 lawyers and other legal staff based in Europe, the United States, Canada, Latin America, Asia, Australia, the Middle East and Africa. Recognized for our industry focus, we are strong across all the key industry sectors: financial institutions; energy, infrastructure and resources;...
At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to...
State Street's Top Stability & Growth Strengths
Strong Market Position & Advantage: Colleagues are often seen as benefiting from State Street’s top-tier standing in global custody/administration and its role as a systemically important provider to institutional investors, reinforced by industry recognition such as Global Custodian of the Year.
Resilient & Sustainable Growth: Colleagues are often seen as supported by expanding core scale metrics, with assets under custody/administration and assets under management reaching record levels and increasing year over year, alongside a sizable backlog of won-but-not-yet-installed mandates that indicates forward demand.
Strong Revenue Growth: Colleagues are often seen as operating within a business showing revenue momentum, including year-over-year increases in quarterly total revenue and fee revenue, with management highlighting record fee and total revenue in the quarter.
A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of...
Baker Tilly US's Top Stability & Growth Strengths
Strong Market Position & Advantage: Following the June 2025 combination with Moss Adams, the firm is described as moving into a top-six U.S. position by net revenue, placing it in the national top tier below the Big Four. The expanded national coverage and sector depth are positioned as improving competitiveness for middle-market and upper-middle-market clients.
Strong Revenue Growth: Record results are cited for the wider network, including a year marked by large year-over-year revenue expansion, with North America highlighted as the fastest-growing region and the U.S. merger noted as a key driver. The company is repeatedly characterized as being in an accelerated growth phase since 2024–2025, supported by increased scale and continued add-on deals.
Investor Backing & Capital Strength: A strategic private-equity investment is cited as providing capital to fund a more aggressive expansion strategy and buy-and-build approach. The shift to an alternative practice structure is framed as enabling growth investment across advisory capabilities and acquisitions.
Proud Canadian partner of empowering your business adventure with commerce solutions for your next chapter. We're boldly re-imagining a unified commerce and working with us means connecting your passion with a community to discover your purpose. Every day, we empower our team members to redefine what's possible in making an impact, creating growth opportunities, and making connections with our customers and...
Moneris's Top Stability & Growth Strengths
Strong Market Position & Advantage: Moneris is consistently characterized as Canada’s largest merchant acquirer with entrenched distribution via RBC and BMO, indicating durable scale in its home market. Sources note it processes billions of transactions annually across hundreds of thousands of merchants, reinforcing leadership.
Product Line Growth: The company has expanded its offerings with Moneris Go Retail and Restaurant POS, Tap to Pay support, and new hardware integrations, signaling continued product investment. Recent launches are positioned to deepen stickiness across in‑store and online use cases.
Strategic Partnerships: Partnerships with TouchBistro, Cardstream, Wix, and QuickBooks broaden channels and integrations, supporting acquisition and retention. Collaborations with ISVs/ISOs and global PSPs extend reach to additional merchant segments.
At TMX Group, we build world-class markets to enable businesses and investors to succeed and help communities thrive. Powered by our people, TMX has the means to bring inspired ideas to life, and to unlock human potential. We believe better markets serve as a propulsive engine, creating opportunities for bold and ambitious ideas to create a brighter future. With offices in...
TMX group's Top Stability & Growth Strengths
Strong Revenue Growth: Recent results show record revenue into late 2025 and early 2026 with double-digit organic expansion across multiple segments. Momentum appears broad-based, with strength in Capital Formation, Trading, Derivatives, and data/analytics businesses.
Diversified Revenue Streams: Evidence highlights expansion beyond cash equities into derivatives, clearing/depository, energy trading technology, and data/indices via Trayport, VettaFi, Datalinx and related acquisitions. This diversification increases recurring, higher‑margin revenue and reduces reliance on cyclical listing and trading fees.
Strong Market Position & Advantage: TMX maintains a dominant end‑to‑end role in Canada’s market infrastructure and is a global leader in mining listings and European energy‑trading connectivity through Trayport. Within Canada it leads listings and executes a significant share of equity trading, supporting liquidity and issuer attraction despite competition.
Nymbus Capital is a quantitative and systematic investment management firm specializing in fixed income and liquid alternative investments across multiple asset classes. Nymbus is a Montreal-based platform for the advancement of modern and scientific investment management where "Big data", artificial intelligence and distributed computing play a key role. We believe that the scientific method is the best way to approach...
Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly. Every player in the financial industry is experiencing digital transformation in their own way, and Mako uses this principle as its North Star. Mako's mission is to democratize the digitalization of wealth management by providing each firm with a...
Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are...
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground...
Morgan Stanley's Top Stability & Growth Strengths
Strong Revenue Growth: Financials are highlighted by record net revenues across full-year and recent quarters, alongside broad-based gains in major divisions. Feedback suggests continued momentum with notable year-over-year increases in revenue and earnings.
Profitability: Earnings and diluted EPS are described as rising in tandem with top-line growth, indicating strong margins and capital efficiency. Observations point to record net income and consistent outperformance versus expectations.
Strong Market Position & Advantage: The firm is often portrayed as a top-tier or leading player in investment banking, wealth management, and capital markets. Industry rankings and awards underscore prominent standing and influence across core businesses.
Fido empowers millions across Africa to take control of their finances in a snap. Together we clear the way for building credit, securing instant loans, making smart investments, and obtaining tailored insurance. No banker's hours, no hidden fees—just endless opportunities
At Fairstone Bank, we do things differently. We’re committed to strengthening how businesses connect with their customers, offering value-driven financial products and services that drive business success and deliver the right customer experience. We do this by building adaptable, innovative financial services, so clients can take full advantage of every opportunity that comes their way. Fairstone Bank and its subsidiary,...
FORVIS, LLP ranks among the nation's top 10 public accounting firms. FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences. FORVIS was formed in 2022 through the combination of two firms with more than 150 years combined experience, both committed to providing high-quality personal service. FORVIS brings a distinct legacy of what it...
Forvis Mazars 's Top Stability & Growth Strengths
Strong Revenue Growth: Global revenue has increased year over year, and the U.S. business also posted gains across Tax, Assurance, and Consulting. The trajectory points to sustained momentum across core service lines.
Market Expansion: The organization significantly expanded its footprint by forming a new global network and adding offices in additional U.S. markets. Headcount and presence have grown in major metros, indicating broader reach.
Strong Market Position & Advantage: The firm is consistently ranked among the top 10 in the U.S. and operates within a top‑10 global network following the Mazars combination. Industry recognition and sector depth reinforce a competitive standing outside the Big Four.
AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally. The investment teams draw upon and integrate fundamental and quantitative investing capabilities and research across the companies. AGF Investments’ disciplined approach, global mindset and eye to risk management have allowed us to continue to evolve and...
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can...
State Street Global Advisors's Top Stability & Growth Strengths
Strong Market Position & Advantage: Scale of $5.62T AUM, a top‑three U.S. ETF franchise, and the pioneering SPY ETF with exceptional liquidity underscore durable competitive heft. Parent‑level assets under custody/administration further highlight systemic reach and institutional depth.
Strong Revenue Growth: Management fees rose sharply year over year in Q1 2026 alongside record total fee revenue, supported by higher markets and positive net inflows. Broad‑based net inflows, including sizable SPDR ETF gathering, reinforce the revenue trajectory.
Market Expansion: Regulatory approval to take a minority stake in India’s Groww AMC and strong SPDR ETF net inflows indicate expansion into high‑growth markets and vehicles. New offerings such as a private credit ETF and a Stablecoin Reserves money market fund extend product reach.
Hey, we're Paystone. Our payment, loyalty, gift card, and customer engagement solutions are used at over 25,000 business locations across North America, including Aldo, The Source, and 50 of the MTY Food Group's restaurant brands. Paystone’s seamless product suite transforms everyday transactions into meaningful customer interactions and opportunities for growth.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range...
