Company lists · Data refreshed September 2026
Top 25 Investment analytics software companies based in Canada
RevenueBase identified 89 investment analytics software companies headquartered in Canada as of September 2026 and tracks 875 professional contacts across them, including 426 with verified work emails. Toronto is the largest hub.
This list covers investment analytics 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.
The 25 largest investment analytics software companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 180 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 144 contacts → | ||||
Partial evidence “At Irwin, our focus is building software for investor relations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 46 contacts → | ||||
Indirect evidence “At Finlogik, we develop a passion for financial innovation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 33 contacts → | ||||
Strong evidence “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 32 contacts → | ||||
Indirect evidence “Mantle is building the next generation of tools to transform how private assets are managed.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Partial evidence “We are organized differently than most investment management companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 28 contacts → | ||||
Indirect evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 25 contacts → | ||||
Indirect evidence “Institutional investors leverage our technology to secure an information advantage, uncover blind spots, and improve performance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 24 contacts → | ||||
Strong evidence “OPES Software is a global provider of investment management solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 19 contacts → | ||||
Indirect evidence “Inovestor Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Indirect evidence “In a world drowning in market data, knowing what matters makes all the difference.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 16 contacts → | ||||
Indirect evidence “Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Strong evidence “SIACharts is a premier investment research solution for advisors and portfolio management software.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 contacts → | ||||
Partial evidence “Riskfuel harnesses AI to produce ultra-fast versions of the proprietary software that banks and insurance companies use to value and risk manage their portfolios of financial…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Partial evidence “Robust Technologies is a company dedicated to the investment management industry since 2006.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “Outseek is Financial Research & Analysis Terminal designed to give you the financial data you need in the way you want.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Partial evidence “Software and data solutions for institutional investors and finance professionals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “ENJINE develops mathematically sophisticated financial algorithms and apps.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “Investing isn't easy, but with zero commission trading and the popularity of cryptocurrencies and brokerages like Robinhood, people are entering the public markets in record…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Partial evidence “Welcome to Quantitative Investment for Non-Quantitative Investors, where we make complex investment strategies accessible to everyone.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “The Algo, a fintech platform designed to simplify market research and help everyday investors make smarter, more competent decisions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: investment analytics 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 investment analytics software companies.
- Partial evidence
- Its own public description names part of investment analytics software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment analytics 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 89 investment analytics software companies based in Canada
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Investment analytics software companies based in Canada at a glance
As of Sep 28, 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 89 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 investment analytics 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 “investment analytics 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 investment analytics 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 investment analytics 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, 426 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.
Investment analytics software companies by metro
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 investment analytics 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 investment analytics software companies are there based in Canada?
RevenueBase identified 89 investment analytics 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?
Conquest Planning, headquartered in Winnipeg, tops this list with the largest team on record.
Which city has the most investment analytics software companies?
Toronto leads with 39 headquartered companies, followed by Montreal (10) and Vancouver (7).
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 426 verified decision-maker contacts tracked across these 89 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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Investment analytics software companies by geography
- Investment analytics software companies based in Toronto, Canada
- Investment analytics software companies based in Paris, France
- Investment analytics software companies based in Hong Kong, Hong Kong
- Investment analytics software companies based in Mumbai, India
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- Investment analytics software companies based in Boston, United States
- Investment analytics software companies based in Chicago, United States
- Investment analytics software companies based in New York, United States
- Investment analytics software companies based in San Francisco, United States
- Investment analytics software companies based in Australia
- Investment analytics software companies based in Brazil
- Investment analytics software companies based in France
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.
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