Company lists · Data refreshed November 2026

Top 25 Investment analytics software companies based in Canada

Name: Investment analytics software companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 93 companies tracked

RevenueBase identified 93 company matches for investment analytics software companies associated with Canada as of November 2026 and tracks 1,098 professional contacts across them, including 550 with verified work emails. Toronto is the largest hub.

This list covers company matches for investment analytics 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 November 5, 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 Nov 5, 2026 How this list was built

93Companies

1,098Contacts tracked

550Verified emails

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The 25 largest investment analytics software companies based in Canada

Ranked by team size

Top 25 of 93 company matches for investment analytics software companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Conquest Planning	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 5, 2026	51-200	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 5, 2026 · View company records in RevenueBase
2	Irwin, A Factset Company	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	51-200	145 contacts →
	Exact match “At Irwin, our focus is building software for investor relations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Capintel	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	51-200	103 contacts →
	Exact match “CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Mantle	Exact match	Toronto, CanadaHQ recorded Nov 5, 2026	11-50	37 contacts →
	Exact match “Mantle is building the next generation of tools to transform how private assets are managed.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Ndex Systems	Exact match	Montreal, QC, CanadaHQ recorded Nov 5, 2026	11-50	35 contacts →
	Exact match “NDEX Systems specializes in financial data and wealth management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Toogood Financial Systems INC	Exact match	Markham, ON, CanadaHQ recorded Nov 5, 2026	51-200	31 contacts →
	Exact match “Toogood Financial Systems is Canada’s industry-leading investment software firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Bristol Gate Capital Partners INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	11-50	30 contacts →
	Exact match “We are organized differently than most investment management companies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Optimum Asset Management	Exact match	Montréal, QC, CanadaHQ recorded Nov 5, 2026	51-200	29 contacts →
	Exact match “Optimum Asset Management is a quantitative and credit firm that allies micro and macroeconomic analysis.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Finlogik Offshore Solutions	Exact match	Montreal, QC, CanadaHQ recorded Nov 5, 2026	11-50	27 contacts →
	Exact match “At Finlogik, we develop a passion for financial innovation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	SIBLI	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	11-50	26 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 · Nov 5, 2026 · View company records in RevenueBase
11	Opes Software	Exact match	Kirkland, QC, CanadaHQ recorded Nov 5, 2026	51-200	26 contacts →
	Exact match “OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Inovestor	Exact match	Montreal, QC, CanadaHQ recorded Nov 5, 2026	11-50	21 contacts →
	Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Chronicle Financial Technologies	Exact match	Markham, ON, CanadaHQ recorded Nov 5, 2026	51-200	19 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 · Nov 5, 2026 · View company records in RevenueBase
14	sofistic.ai	Exact match	Montreal, QC, CanadaHQ recorded Nov 5, 2026	11-50	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Planworth	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	11-50	16 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Laplace Insights	Exact match	Sherbrooke, QC, CanadaHQ recorded Nov 5, 2026	11-50	15 contacts →
	Exact match “In a world drowning in market data, knowing what matters makes all the difference.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	siacharts.com	Exact match	Calgary, AB, CanadaHQ recorded Nov 5, 2026	11-50	11 contacts →
	Exact match “SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Riskfuel	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	spacetime.io	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	1-10	9 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 · Nov 5, 2026 · View company records in RevenueBase
20	Wealth Write.Up	Exact match	Montreal, QC, CanadaHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “Simplifying complex investment accounting for professional services firms, family offices, and investment firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Robust Technologies INC	Exact match	Montréal, QC, CanadaHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Robust Technologies is a company dedicated to the investment management industry since 2006.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Berkindale Analytics	Exact match	Montréal, CanadaHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Berkindale Analytics is the fruit of the collaborative efforts of technology enthusiasts, analytics specialists, researchers, and entrepreneurs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Analytixinsight	Exact match	North York, ON, CanadaHQ recorded Nov 5, 2026	11-50	4 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 · Nov 5, 2026 · View company records in RevenueBase
24	FSA Valuation Service LTD	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Quantbe INC	Exact match	Mississauga, ON, CanadaHQ recorded Nov 5, 2026	11-50	3 contacts →
	Exact match “Welcome to Quantitative Investment for Non-Quantitative Investors, where we make complex investment strategies accessible to everyone.” Recorded in the RevenueBase company graph · Nov 5, 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 “investment analytics software 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 93 investment analytics software companies based in Canada

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Investment analytics software companies based in Canada at a glance

As of Nov 5, 2026

50.1%Verified-email coverage

11.8Average contacts per company

1-10Median size (employees)

46.2%Largest-city concentration · Toronto

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 93 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 “investment analytics 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 550 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 5, 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.

Investment analytics software companies by metro

Investment analytics software companies in Toronto43

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

How many investment analytics software companies are there based in Canada?

RevenueBase identified 93 company matches for investment analytics software 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?

Conquest Planning tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment analytics software companies?

Toronto leads with 43 company records, followed by Vancouver (12) and Montreal (11).

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 550 professional contacts with verified work emails tracked across these 93 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 5, 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.