What Codex Consulting does

Codex Consulting is a private data and business intelligence consulting firm headquartered in Montreal, Quebec, that helps small and medium-sized businesses (20–500 employees) consolidate fragmented operational data into a single source of truth. The firm's flagship offering, ForgeX, is a managed-service data ecosystem built on Snowflake (cloud data warehouse) and Matillion (ETL pipelines), extended with Astrato for visualization, ALTR for governance, and connectors across CRMs, ERPs, databases, Excel, SharePoint, PDF, email, and legacy systems; AI agents such as ChatGPT, Claude, and Microsoft Copilot are plugged in so users can query the unified data in natural language. A second product, Privacy Safe, automates Quebec Law 25 compliance by mapping personal data across sources, creating Golden Records, and executing coordinated right-to-be-forgotten deletions. The firm complements these products with project-based professional services (governance diagnostics, cloud migration, integration work) wrapped into multi-year managed contracts that include ongoing maintenance, training, and roadmap evolution. Customers to date are Quebec SMBs across manufacturing, retail, healthcare, and transportation (including Fabelta, Mondou, Pursimple, Berger, GHS, and ATUQ), and Codex markets certified expertise as the only Matillion Gold Partner in Canada and a Snowflake Select Partner.

The operating geography is concentrated in Quebec, with all named customers and content sourced from the Canadian SMB market and the company's bilingual (English/French) website. Go-to-market is direct and consultative: free 15-minute consultations, free ecosystem audits, and personalized ROI action plans lead into audit or pilot engagements that graduate into multi-year ForgeX contracts. Pricing is custom-quoted based on ecosystem complexity and is not publicly disclosed, though published engagement build windows suggest a 1-week diagnostic phase followed by a 4–8 week implementation. The firm is founder-led (Damien Van Steenberge) with a 6-person team of data engineers, integration specialists, and data scientists, and it operates without disclosed external funding, M&A activity, or enterprise enterprise-tier customer concentration.

Name

Codex Consulting

Legal name

Codex Consulting

Website

https://codexconsulting.ca

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Codex Consulting is a Montreal-based data consulting firm that builds and operates ForgeX, a Snowflake- and Matillion-powered data ecosystem, and Privacy Safe, a Quebec Law 25 compliance tool, serving small and medium-sized businesses primarily in Quebec.

Ownership category

akta.pro rank

Headquarters

HQ city

Greenfield Park

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. ForgeX Comprehensive Data Ecosystem: Full-service data engineering and BI solution providing complete cloud infrastructure, ongoing support, training, and AI integration. Billed as ongoing service with maintenance and evolution included.
2. Targeted Expertise Services: Point expertise on specific data aspects including governance diagnostics, cloud migration, and integration projects. One-time or project-based consulting engagements.
3. Privacy Safe Subscription: Law 25 compliance tool with automatic data detection, Golden Record management, and coordinated deletion capabilities.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Codex Consulting delivers data engineering and business intelligence services for SMBs, anchored by ForgeX, a complete data ecosystem built on Snowflake and Matillion that combines API connections, ETL pipelines, automated reporting, custom dashboards, and AI agent integration. The firm also offers Privacy Safe, a Law 25 (Quebec privacy law) compliance solution that maps personal data across systems, manages Golden Records, and supports coordinated deletion for access and right-to-be-forgotten requests.

Product overview

Codex Consulting offers a unified data intelligence ecosystem centered on ForgeX as the core product, complemented by Privacy Safe for data privacy compliance. ForgeX provides complete cloud infrastructure using Snowflake and Matillion, including API connections, ETL pipelines, custom analytics tools, data automation, and AI integration capabilities. Privacy Safe extends the offering with Law 25 (Quebec privacy law) compliance features including personal data mapping, Golden Record creation, and coordinated deletion capabilities. The three core pillars are: (1) Infrastructure and connections - API connections, ETL pipelines, Snowflake cloud warehouse; (2) Process simplification - automation that eliminates manual tasks; (3) Intelligence and visualization - custom dashboards with aligned metrics. Additional services include data governance, integration, cloud data warehouses, analytics, business intelligence, data quality, technology innovation, security and compliance, and training support.

Differentiator

Problem solved

Functional benefit

Brands

• Privacy Safe: Law 25 compliance tool that helps companies manage personal data, Golden Records, and data access/deletion requests across all systems.

Products and services

• ForgeX

Quantifiable outcome

• 8h/week → 30 min/week for data analysis after ForgeX implementation
• +6 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability7 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• SnowflakecoreTechnology or IntegrationSnowflake Select Partner providing cloud data warehouse infrastructure as core component of ForgeX ecosystem. Snowflake enables single source of truth for clients with scalable, secure data storage.
• MatillioncoreTechnology or IntegrationMatillion Gold Partner - the only one in Canada. Provides industry-standard ETL pipeline development and maintenance as core component of ForgeX data integration capabilities. Enables automated extraction, transformation, and loading processes.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Tiger Analytics: Data and analytics consulting firm delivering data engineering, BI, and AI solutions to mid-market and enterprise clients — directly comparable to Codex's ForgeX-style managed analytics offerings.
• Tredence: Data science and analytics consulting firm specializing in modern data stack implementations (Snowflake, cloud warehouses, AI) — closely comparable to Codex's ForgeX delivery.
• AbsolutData: Analytics and data engineering services firm focused on mid-market and enterprise BI, AI, and marketing analytics — comparable service profile and target buyer.
• LatentView Analytics: Analytics and data engineering consultancy serving global enterprises on data platforms, BI, and AI — comparable in delivery model and tech-stack orientation.
• Fractal Analytics: AI and analytics services firm delivering data engineering and AI/ML solutions globally — comparable data-platform consulting orientation.

Broad incumbents

• Slalom: Large North American consultancy with a dedicated data and analytics practice covering BI, cloud data, and AI — broader incumbent competing for the same SMB/mid-market data modernization spend.
• West Monroe Partners: US-based business and technology consultancy with strong data/analytics and cloud practices serving mid-market — comparable buyer segment, much broader portfolio than Codex.
• Alithya: Canadian digital strategy and technology consulting firm with data/analytics services — comparable Canadian geography and target market with a much broader service portfolio.

Emerging players

• OneTrust: Privacy management and consent platform — directly comparable to Codex's Privacy Safe product (personal data mapping, DSAR, consent, governance) at a much larger scale.
• TrustArc: Privacy compliance and data governance platform — comparable to Privacy Safe's Law 25/privacy program capabilities as an established privacy-tech vendor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/66916278

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Codex Consulting