Infinite Investment Systems
- Company typePrivate
- Founded2004
- HeadquartersToronto, Canada
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
Infinite Investment Systems firmographics
Firmographics- Name
- Infinite Investment Systems
- Legal name
- Infinite Investment Systems Ltd.
- Website
- https://inf-systems.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Infinite Investment Systems industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
- akta.pro secondary industry
- Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
Keywords
Where Infinite Investment Systems is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Markets served
Infinite Investment Systems business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Marketing channels1 record
Infinite Investment Systems product offering
Product offeringCore offering
Infinite Investment Systems develops and sells the Harmony Platform, a multi-custodian portfolio management software solution built for Canadian wealth managers and financial advisors. The platform addresses front, middle, and back office operations, enabling wealth management firms to manage compliance requirements and scale operations across multiple custodians within Canadian regulatory frameworks.
Product overview
Infinite Investment Systems offers a single unified product — the Harmony Platform — which is a portfolio management software solution tailored for Canadian wealth managers. The platform addresses front, middle, and back office operations and is designed to help firms manage compliance requirements and scale operations in multi-custodian environments, with a focus on Canadian regulatory requirements.
Differentiator
Problem solved
Functional benefit
Brands
- Harmony: Portfolio management platform that helps firms manage compliance and scale operations in multi-custodian environments, tailored for Canadian regulatory and operational requirements.
Products and services
- Harmony Platform Multi-custodian portfolio management software solution built for Canadian wealth managers and financial advisors, addressing front, middle, and back office operations. The platform enables firms to manage Canadian regulatory compliance and scale operations across multiple custodians within a single environment, with tailored workflows for the Canadian wealth management market.
Companies that use Infinite Investment Systems
Customer profileSegments1 record
Ideal customer profiles1 record
Infinite Investment Systems technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Infinite Investment Systems partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights5 records
Infinite Investment Systems competitors and assessment
Company assessmentDirect peers
- FNZ Group: Global wealth management platform serving financial institutions with end-to-end portfolio management, custody integration, and advisor workflows. Directly comparable to Infinite's Harmony platform in product scope and customer type, though at much larger scale and global reach.
- Envestnet: Wealth management platform providing portfolio management, reporting, and advisor technology to wealth managers. Highly comparable product scope to Harmony, with a much larger U.S.-anchored customer base and broader data ecosystem.
- Advisor360°: Unified platform for wealth management firms spanning portfolio management, reporting, and advisor workflows. Comparable product architecture to Harmony, with a stronger U.S. independent broker-dealer footprint.
- Orion Advisor Solutions: Advisor-focused wealthtech platform offering portfolio management, reporting, and CRM to RIAs and broker-dealers. Direct competitor in serving wealth advisors with portfolio management and operational workflows similar to Harmony.
- SS&C Advent (Advent Portfolio Exchange): Established portfolio management and accounting platform for investment managers and wealth firms. Comparable to Infinite's Harmony in serving the same buyer (wealth and asset managers) with portfolio management and operational tooling.
- Avaloq (NEC): Wealth management platform serving private banks and wealth managers with portfolio management and core banking integration. Comparable in serving wealth managers with integrated portfolio and operational tooling, with deeper private banking roots.
Broad incumbents
- FIS (Fidelity National Information Services): Global financial technology provider with wealth and portfolio management offerings alongside banking and payments. Overlaps with Infinite in serving wealth managers but as one product line among many.
- Finastra: Large financial software vendor covering capital markets, retail and wealth banking, and asset management. Adjacent to Infinite through wealth management functionality, though as part of a much broader portfolio rather than a wealth-only specialist.
- Adenza (Thoma Bravo): Owner of AxiomSL and other financial software assets following Thoma Bravo's take-private of Broadridge's data and analytics businesses. Operates broadly in capital markets and risk software adjacent to Infinite's compliance-focused portfolio management.
- Broadridge Financial Solutions: Large financial services technology provider with portfolio management, data, and advisor technology offerings. Comparable customer base and adjacent product capabilities, though much broader and more diversified than Infinite's Canadian wealthtech focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Infinite Investment Systems social profiles
Digital presenceInfinite Investment Systems financial estimates
Financial estimateRevenue estimate
Valuation estimate
Infinite Investment Systems leadership team
Management profileNumber of profiles
Profiles5 records
Infinite Investment Systems funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Infinite Investment Systems M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Infinite Investment Systems
What does Infinite Investment Systems do?
Infinite Investment Systems develops and sells the Harmony Platform, a multi-custodian portfolio management software solution built for Canadian wealth managers and financial advisors. The platform addresses front, middle, and back office operations, enabling wealth management firms to manage compliance requirements and scale operations across multiple custodians within Canadian regulatory frameworks.
Is Infinite Investment Systems a public or private company?
Infinite Investment Systems is a private company. It is classified as private equity controlled and is currently operating.
When was Infinite Investment Systems founded?
Infinite Investment Systems was founded in 2004. It employs 51 to 100 people.
Where is Infinite Investment Systems based?
Infinite Investment Systems is headquartered in Toronto, Canada, in the North America region.
Who are Infinite Investment Systems's main competitors?
Direct peers on record are FNZ Group, Envestnet, Advisor360°, Orion Advisor Solutions, SS&C Advent (Advent Portfolio Exchange) and Avaloq (NEC). Broad incumbents are FIS (Fidelity National Information Services), Finastra, Adenza (Thoma Bravo) and Broadridge Financial Solutions.
Does Infinite Investment Systems have an API?
No public API is recorded for Infinite Investment Systems.
What industry is Infinite Investment Systems in?
Infinite Investment Systems's product category is Wealth Management Software. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs), with a secondary code of FSAAAMAI, Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms). Its NAICS code is 541512 and its SIC code is 7373.