Company lists · Data refreshed September 2026

Top 25 Institutional investor software companies based in Canada

RevenueBase identified 54 company matches for institutional investor software companies associated with Canada as of September 2026 and tracks 672 professional contacts across them, including 314 with verified work emails. Toronto is the largest hub.

This list covers company matches for institutional investor software 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 September 28, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
54Companies
672Contacts tracked
314Verified emails
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The 25 largest institutional investor software companies based in Canada

Ranked by team size
Top 25 of 54 company matches for institutional investor software companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-200144 contacts →

Exact match

“At Irwin, our focus is building software for investor relations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20072 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 · Sep 28, 2026 · View company records in RevenueBase
3Exact matchMontreal, QC, CanadaHQ recorded Sep 28, 202611-5046 contacts →

Exact match

“At Finlogik, we develop a passion for financial innovation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchMarkham, ON, CanadaHQ recorded Sep 28, 202651-20033 contacts →

Exact match

“Toogood Financial Systems is Canada’s industry-leading investment software firm.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchMontreal, QC, CanadaHQ recorded Sep 28, 202611-5033 contacts →

Exact match

“At Finlogik, we develop a passion for financial innovation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchMontreal, QC, CanadaHQ recorded Sep 28, 202611-5028 contacts →

Exact match

“NDEX Systems specializes in financial data and wealth management.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-5025 contacts →

Exact match

“Institutional investors leverage our technology to secure an information advantage, uncover blind spots, and improve performance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchKirkland, QC, CanadaHQ recorded Sep 28, 202651-20024 contacts →

Exact match

“OPES Software is a global provider of investment management solutions for the financial services industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchMontreal, QC, CanadaHQ recorded Sep 28, 202611-5019 contacts →

Exact match

“Inovestor Inc.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20016 contacts →

Exact match

“Innovative Technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchVancouver, CanadaHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“Gearlay stands as a leading innovator in specialized financial software development.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchMarkham, ON, CanadaHQ recorded Sep 28, 202651-20014 contacts →

Exact match

“Born as a portfolio management system for Canadian money managers, our industry leading portfolio engine has allowed us to deploy our solutions up and downstream the investment…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“DeepR Analytics is a global FinTech company based out of Toronto, Canada.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchVancouver, BC, CanadaHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“Dolphin Enterprises Ltd was established in 1976 by Dan Dolphin, Founder and former CEO.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchCalgary, AB, CanadaHQ recorded Sep 28, 202611-5011 contacts →

Exact match

“SIACharts is a premier investment research solution for advisors and portfolio management software.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-108 contacts →

Exact match

“Trading has changed Increased complexity, near-constant regulatory change and margin compression has placed a spotlight on execution quality and cost transparency for asset…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchMontréal, QC, CanadaHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Robust Technologies is a company dedicated to the investment management industry since 2006.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchNorth York, ON, CanadaHQ recorded Sep 28, 202611-506 contacts →

Exact match

“AnalytixInsight is a data analytics and enterprise software solutions provider to world-leading institutions across various industries.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchOttawa, ON, CanadaHQ recorded Sep 28, 202611-506 contacts →

Exact match

“VieFUND is a software development and consulting firm, specializing in servicing mutual fund dealers in Canada.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchMississauga, ON, CanadaHQ recorded Sep 28, 20261-105 contacts →

Exact match

“Featuremine Corporation is a financial technology company based in Canada.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-504 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchVancouver, BC, CanadaHQ recorded Sep 28, 20261-104 contacts →

Exact match

“We have over thirty years of experience providing niche applications to financial institutions throughout North America that enhance the functionality and efficiency of their…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchVancouver, ON, CanadaHQ recorded Sep 28, 20261-104 contacts →

Exact match

“Software and data solutions for institutional investors and finance professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchToronto, CanadaHQ recorded Sep 28, 20261-103 contacts →

Exact match

“is a SaaS-based financial technology company specializing in asset server infrastructure, fund autonomy, and algorithmic trading solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchVancouver, BC, CanadaHQ recorded Sep 28, 20261-103 contacts →

Exact match

“Anchor Pacific provides sophisticated full-access investment platforms and customized solutions, risk management advisory services, and proprietary risk software to high net worth…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 54 institutional investor software companies based in Canada

See the full list, filter by size, metro and specialty, and access 314 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Institutional investor software companies based in Canada at a glance

As of Sep 28, 2026
46.7%Verified-email coverage
12.4Average contacts per company
11-50Median size (employees)
33.3%Largest-city concentration · Toronto
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
20
51-200
8

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 54 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 “institutional investor software 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 314 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 September 28, 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.

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 “institutional investor software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many institutional investor software companies are there based in Canada?

RevenueBase identified 54 company matches for institutional investor software companies associated with Canada as of September 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?

Irwin, A Factset Company tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most institutional investor software companies?

Toronto leads with 18 company records, followed by Montreal (10) and Vancouver (5).

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 314 professional contacts with verified work emails tracked across these 54 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 September 28, 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 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.