Company lists · Data refreshed September 2026

Top 25 Institutional investor software companies based in Canada

RevenueBase identified 54 institutional investor software companies headquartered in 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 institutional investor software companies headquartered in 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 28, 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 28, 2026 86% judged on-target in blind review
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 institutional investor software companies based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to institutional investor 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-200144 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20072 contacts →

Partial 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 28, 2026
3Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5046 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceMarkham, ON, CanadaHQ checked Sep 28, 202651-20033 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5033 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5025 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceKirkland, QC, CanadaHQ checked Sep 28, 202651-20024 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Inovestor Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20016 contacts →

Indirect evidence

“Innovative Technology.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceVancouver, CanadaHQ checked Sep 28, 202611-5016 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceMarkham, ON, CanadaHQ checked Sep 28, 202651-20014 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceVancouver, BC, CanadaHQ checked Sep 28, 20261-1012 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceCalgary, AB, CanadaHQ checked Sep 28, 202611-5011 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceMontréal, QC, CanadaHQ checked Sep 28, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceNorth York, ON, CanadaHQ checked Sep 28, 202611-506 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceOttawa, ON, CanadaHQ checked Sep 28, 202611-506 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceMississauga, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceVancouver, BC, CanadaHQ checked Sep 28, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceVancouver, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceToronto, CanadaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceVancouver, BC, CanadaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 54 institutional investor software companies based in Canada

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among institutional investor 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 Canada whose own description of what they do matches “institutional investor 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 institutional investor 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 institutional investor software companies, and records with no verified work email. Companies headquartered outside Canada 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, 314 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 28, 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.

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

RevenueBase identified 54 institutional investor software companies headquartered in 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?

Irwin, A Factset Company, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most institutional investor software companies?

Toronto leads with 18 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 314 verified decision-maker contacts tracked across these 54 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 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 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.