Irwin
Irwin is a Toronto-based SaaS platform that provides investor relations CRM, investor targeting, shareholder monitoring, and website intelligence to public companies, investment banks, and IR consultancies, now operating as a subsidiary of FactSet following its October 2024 acquisition.
- Company typePrivate
- Founded2017
- HeadquartersToronto, Canada
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Irwin does
Irwin is a Toronto-based SaaS company founded in 2017 that provides investor relations and capital markets workflow software to public companies, investment banks, and IR consultancies. Its platform combines a purpose-built IR CRM, an institutional investor targeting database, shareholder monitoring (reported, retail, and non-reporting surveillance), and website visitor intelligence (Irwin IQ). The company operates a modular subscription model with quote-based enterprise pricing and offers an add-on professional services layer staffed by former equity analysts for board reporting, analyst targeting, peer read-throughs, and weekly market summaries.
The core technology is a cloud-based platform with native integration into FactSet's financial data, analysis, and research capabilities following FactSet's October 2024 acquisition of Irwin from K1 Investment Management. The product portfolio includes Irwin Pulse (continuous perception intelligence), FactSet Corporate Connect (buy-side investor outreach channel embedded in the FactSet workstation), and Irwin Assistant (data maintenance automation). The platform applies AI across NLP-driven tagging, behavioral anomaly detection for activist identification, recommendation engines for investor matching, and predictive analytics for engagement prioritization.
Irwin generates revenue primarily through annual enterprise software subscriptions priced by company size and feature scope, supplemented by professional services engagements. Its go-to-market is sales-led direct enterprise with a Request-A-Demo funnel, augmented by IR consultancy referral partners (Clermont/Riveron, LodeRock, Alliance Advisors) and GTM partnerships with NIRI and LSEG. Named enterprise customers include JLL, Fluor Corporation, H&E Equipment Services, WSP Global, Tourmaline Oil, Docebo, Sunrun, Bandwidth, ICD, ZoomInfo, Lightspeed, and MKS Instruments, spanning at least eight industries.
Irwin firmographics
Firmographics- Name
- Irwin
- Legal name
- Irwin
- Website
- https://getirwin.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Irwin is a Toronto-based SaaS platform that provides investor relations CRM, investor targeting, shareholder monitoring, and website intelligence to public companies, investment banks, and IR consultancies, now operating as a subsidiary of FactSet following its October 2024 acquisition.
- Ownership category
- akta.pro rank
Irwin industry classification
Industry- Product category
- Investor Relations Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Investor Relations (IR) Services (BPAFADAC)
Keywords
Where Irwin is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Markets served
Irwin business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription (IR Platform): Annual or multi-year subscription for access to the Irwin platform including investor targeting, CRM, shareholder monitoring, and analytics capabilities. Pricing is quote-based and tailored to company size and feature requirements.
- Professional Services: Add-on capital markets strategy services including enhanced investor targeting, board reporting, analyst targeting, peer read-throughs, and weekly market summaries delivered by capital markets experts
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with modular capabilities |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels10 records
Irwin product offering
Product offeringCore offering
Irwin is a cloud-based investor relations software platform that helps public companies and their advisers identify and target institutional investors, monitor shareholder activity, manage investor relationships through a purpose-built CRM, and produce board and earnings reporting. It is sold as an annual enterprise subscription with modular add-ons (Irwin IQ website intelligence, Irwin Pulse perception intelligence, FactSet Corporate Connect, and Professional Services) and is integrated with FactSet for market data and research.
Product overview
Irwin is a comprehensive investor relations software platform offering a modular architecture centered around its core IR CRM, investor targeting database, and shareholder monitoring capabilities. The platform integrates with FactSet for market data and analytics. Key modules include Irwin IQ (website intelligence), Irwin Pulse (continuous perception intelligence), FactSet Corporate Connect (investor-corporate communication channel), and Professional Services (enhanced targeting, board reporting). Irwin positions itself as a modern, integrated, automated solution designed to save IR teams time while providing proactive insights across the capital markets community.
Differentiator
Problem solved
Functional benefit
Brands
- Irwin IQ: Website visitor and content intelligence tool that reveals which investors are researching a company, what content they're consuming, and how IR initiatives are performing.
- Irwin Pulse
- Irwin + FactSet
Products and services
- Irwin (Core IR Platform) Flagship investor relations software platform providing integrated CRM, investor targeting, shareholder monitoring, and engagement tools for IR teams at public companies, investment banks, and IR consultancies.
- Investor Targeting Access to an extensive database of institutional, hedge fund, and family office investors with filtering capabilities to find and target the right investors for a company.
- Shareholder Monitoring Comprehensive shareholder monitoring with reported, retail, and non-reporting surveillance data, custom holder tracking, and intuitive reporting for maintaining shareholder relationships.
- IR CRM Award-winning investor relationship management solution that centralizes investor interactions, streamlines reporting, and simplifies event management for IR teams.
- Irwin + FactSet Integrated end-to-end platform combining Irwin's CRM with FactSet's market data, financial analysis, and research capabilities for comprehensive capital markets insights.
- Irwin Pulse The first continuous intelligence platform purpose-built for IR teams, enabling real-time investor feedback capture and perception studies year-round beyond traditional annual surveys.
- Irwin IQ Website visitor and content intelligence tool that reveals which investors are researching a company, what content they are consuming, and how IR initiatives are performing.
- FactSet Corporate Connect Feature enabling institutional investors to connect directly with public companies from FactSet's Workstation, sending qualified inquiries with verified investor details to IR teams.
- Professional Services
Quantifiable outcome
- 30-40% time savings during earnings and conference seasons
- +3 more outcomes
Companies that use Irwin
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles3 records
Irwin technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability6 records
Feature8 records
Irwin partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- FactSetcoreFactSet acquired Irwin in October 2024 as part of its strategic expansion into investor relations solutions. Irwin operates as a wholly-owned subsidiary within FactSet's corporate segment. The partnership enables deep integration between Irwin's CRM and FactSet's financial data, analysis, and research capabilities. Irwin + FactSet is marketed as an end-to-end platform for IR teams.
- LSEG (London Stock Exchange Group)minorLSEG collaborates with Irwin on webinars and educational content for the IR community. Co-hosted events include 'From Visibility to Value: Strategic Investor Targeting' exploring the evolution of investor targeting in capital markets.
- NIRI (National Investor Relations Institute)minorIrwin partners with NIRI on webinars and professional development content for IR professionals. Collaborative events include 'Embracing Equity - Paving the Path to an Equitable Future for Women in IR' addressing diversity and career development in capital markets.
- Okapi PartnerscoreOkapi Partners provides market surveillance services integrated with Irwin's platform. This partnership enables comprehensive shareholder monitoring including board reporting and quarterly analysis. Okapi's surveillance data seamlessly integrates with Irwin's platform, providing Fluor Corporation and other clients with unified data access.
- Clermont Partners (Riveron)minorClermont Partners (now Riveron), an IR consultancy, uses Irwin to support their clients' investor relations programs. Case study shows firm saves 240 hours annually using Irwin to target ESG-focused investors for their clients.
- LodeRock AdvisorsminorLodeRock Advisors, an IR consultancy, uses Irwin to efficiently manage their clients' investor relations. Partnership enables consultancies to leverage Irwin's platform for client work.
- Alliance AdvisorsminorAlliance Advisors, an IR advisory firm, is featured in Irwin's ecosystem of IR consultancies that collaborate with the platform.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
Irwin competitors and assessment
Company assessmentDirect peers
- Q4 Inc. Q4 is a leading direct competitor offering IR websites, analytics, CRM, and shareholder intelligence to public issuers. Both Irwin and Q4 target IROs at small-to-mid-cap public companies with comparable subscription-based SaaS models and overlapping feature sets in CRM, targeting, and disclosure workflows.
- Notified: Notified (formerly part of West Corporation and Intrado) provides IR and PR workflow software including earnings distribution, regulatory disclosure, investor targeting, and monitoring. It competes head-to-head with Irwin in IR CRM, targeting, and shareholder communications for public issuers.
Broad incumbents
- Ipreo (S&P Global Market Intelligence): Ipreo, now part of S&P Global Market Intelligence, is the legacy IR workflow incumbent that several Irwin customers (e.g., Tourmaline) explicitly switched from. It offers comparable CRM, shareholder monitoring, and targeting capabilities at large-cap issuers but is widely described as clunky, giving Irwin a modernization wedge.
- Nasdaq IR Solutions: Nasdaq IR Solutions offers IR intelligence, governance, and ESG workflow tools to public issuers globally. Backed by the Nasdaq exchange brand, it competes with Irwin in shareholder analytics and corporate access while also leveraging proprietary exchange and pre-IPO data.
- Computershare Communications Services: Computershare provides transfer agency, shareholder communications, and governance services alongside IR workflow tools. It overlaps with Irwin in shareholder monitoring and investor communications, particularly for large-cap multinational issuers, and competes for IRO wallet share.
- LSEG (Refinitiv) Workspace: LSEG, through the Refinitiv Workspace platform, offers investor relations, corporate access, and financial data capabilities to public issuers. LSEG is also a documented Irwin GTM partner, illustrating how Irwin sits alongside large data incumbents rather than fully competing with them on data depth.
Emerging players
- AlphaSense: AlphaSense is a rapidly growing market intelligence platform used by IR and corporate strategy teams for transcript search, expert calls, and competitive intelligence. While not a full IR CRM replacement, it overlaps with Irwin's AI-powered search and perception use cases and is increasingly used by the same IRO buyers.
- Workiva: Workiva offers connected reporting, ESG, and governance cloud software increasingly used by IR teams for SEC filings, sustainability disclosure, and board reporting. It overlaps with Irwin's board reporting and ESG-related IR use cases, particularly at larger public issuers.
Regional players
- Equiniti: Equiniti provides shareholder management, IR services, and governance technology with a particularly strong footprint in the UK and Europe. It competes with Irwin's European expansion in shareholder monitoring and registrar-adjacent IR services, especially for FTSE-listed issuers.
- Profile Software (IR & Fund Solutions): Profile Software provides investor relations, fund management, and banking software primarily across Europe and the Middle East. It overlaps with Irwin's IR workflow and CRM offerings but is most relevant to European-headquartered issuers seeking regional vendor support.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Irwin social profiles
Digital presenceIrwin compliance and trust
Trust signalCompliance1 record
Irwin financial estimates
Financial estimateRevenue estimate
Valuation estimate
Irwin leadership team
Management profileNumber of profiles
Profiles3 records
Irwin funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Irwin M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Irwin
What does Irwin do?
Irwin is a cloud-based investor relations software platform that helps public companies and their advisers identify and target institutional investors, monitor shareholder activity, manage investor relationships through a purpose-built CRM, and produce board and earnings reporting. It is sold as an annual enterprise subscription with modular add-ons (Irwin IQ website intelligence, Irwin Pulse perception intelligence, FactSet Corporate Connect, and Professional Services) and is integrated with FactSet for market data and research.
Is Irwin a public or private company?
Irwin is a private company. It is classified as corporate owned and is currently operating.
When was Irwin founded?
Irwin was founded in 2017. It employs 101 to 250 people.
Where is Irwin based?
Irwin is headquartered in Toronto, Canada, in the North America region.
How does Irwin make money?
Two revenue lines are on record. Software Subscription (IR Platform) is the primary driver. The others are professional Services.
Who are Irwin's main competitors?
Direct peers on record are Q4 Inc. and Notified. Broad incumbents are Ipreo (S&P Global Market Intelligence), Nasdaq IR Solutions, Computershare Communications Services and LSEG (Refinitiv) Workspace. Emerging players are AlphaSense and Workiva. Regional players are Equiniti and Profile Software (IR & Fund Solutions).
Does Irwin have an API?
No public API is recorded for Irwin.
What industry is Irwin in?
Irwin's product category is Investor Relations Software. Its primary akta.pro industry code is BPAFADAC, Investor Relations (IR) Services. Its NAICS code is 523940 and its SIC code is 6282.