Company lists · Data refreshed September 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 Sep 28, 2026 89 companies tracked

RevenueBase identified 89 company matches for investment analytics software companies associated with 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 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 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

89Companies

875Contacts tracked

426Verified emails

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The 25 largest investment analytics software companies based in Canada

Ranked by team size

Top 25 of 89 company matches for investment analytics 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Conquest Planning	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 28, 2026	51-200	180 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 · Sep 28, 2026 · View company records in RevenueBase
2	Irwin, A Factset Company	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	144 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
3	Finlogik Offshore Solutions	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	46 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
4	Toogood Financial Systems INC	Exact match	Markham, ON, CanadaHQ recorded Sep 28, 2026	51-200	33 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
5	Mantle	Exact match	Toronto, CanadaHQ recorded Sep 28, 2026	11-50	32 contacts →
	Exact match “Mantle is building the next generation of tools to transform how private assets are managed.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Bristol Gate Capital Partners INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “We are organized differently than most investment management companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Ndex Systems	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	28 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
8	SIBLI	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	25 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
9	Opes Software	Exact match	Kirkland, QC, CanadaHQ recorded Sep 28, 2026	51-200	24 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
10	Inovestor	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Inovestor Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Laplace Insights	Exact match	Sherbrooke, QC, CanadaHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “In a world drowning in market data, knowing what matters makes all the difference.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	sofistic.ai	Exact match	Montreal, QC, CanadaHQ recorded Sep 28, 2026	11-50	16 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 · Sep 28, 2026 · View company records in RevenueBase
13	Chronicle Financial Technologies	Exact match	Markham, ON, CanadaHQ recorded Sep 28, 2026	51-200	14 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
14	Planworth	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	13 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 · Sep 28, 2026 · View company records in RevenueBase
15	siacharts.com	Exact match	Calgary, AB, CanadaHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
16	Riskfuel	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
17	Robust Technologies INC	Exact match	Montréal, QC, CanadaHQ recorded Sep 28, 2026	1-10	6 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
18	Analytixinsight	Exact match	North York, ON, CanadaHQ recorded Sep 28, 2026	11-50	6 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
19	outseek.ca	Exact match	Waterloo, CanadaHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Outseek is Financial Research & Analysis Terminal designed to give you the financial data you need in the way you want.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	FSA Valuation Service LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
21	Forecastos	Exact match	Vancouver, ON, CanadaHQ recorded Sep 28, 2026	1-10	4 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
22	Enjine	Exact match	Kelowna, BC, CanadaHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “ENJINE develops mathematically sophisticated financial algorithms and apps.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Propelor	Exact match	Toronto, CanadaHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Quantbe INC	Exact match	Mississauga, ON, CanadaHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
25	The Algo	Exact match	Vancouver, BC, CanadaHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “The Algo, a fintech platform designed to simplify market research and help everyday investors make smarter, more competent decisions.” Recorded in the RevenueBase company graph · Sep 28, 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 89 investment analytics software companies based in Canada

See the full list, filter by size, metro and specialty, and access 426 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment analytics software companies based in Canada at a glance

As of Sep 28, 2026

48.7%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

43.8%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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

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 426 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.

Investment analytics software companies by metro

Investment analytics software companies in Toronto39

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 89 company matches for investment analytics 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?

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 39 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 426 professional contacts with verified work emails tracked across these 89 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.