Irwin, a FactSet company’s cover photo
Irwin, a FactSet company

Irwin, a FactSet company

Software Development

Toronto, Ontario 9,238 followers

Market data + IR CRM. The partner and platform purpose-built to boost productivity.

About us

At Irwin, our focus is building software for investor relations. Our solutions are designed to boost productivity—from how you discover and connect with investors to monitoring shareholder changes and tracking every interaction with ease. We prioritize data quality, ensuring access to accurate information and insights you can act on, and automation across our solutions significantly reduces your time spent on routine tasks. At Irwin, we work as hard as you do, constantly innovating to keep pace with your evolving needs. We’re built for the IR professional.

Industry
Software Development
Company size
51-200 employees
Headquarters
Toronto, Ontario
Type
Privately Held
Founded
2017
Specialties
Technology, Innovative Software, investor relations, Investor Targeting, Investor Monitoring, CRM, and Capital Markets

Products

Locations

Employees at Irwin, a FactSet company

Updates

  • We are excited to announce a new chapter for Irwin today: we have entered into an agreement to be acquired by FactSet, a globally renowned leader in market data and analytics. FactSet has been part of our community since the very beginning. Our collaboration deepened when we launched a successful partnership in 2023, allowing us to integrate our CRM and IR workflows with FactSet’s financial data, analysis, and research. The positive market reaction and the significant benefits of our combined offering have already made an impact, but we know the best of our partnership is yet to come. Irwin and FactSet share the same vision for the future of capital markets, and together, we have an incredible opportunity to deliver that vision. This acquisition enhances our ability to support the IR community, ensuring you receive increased levels of service, product development, and the chance for your feedback to shape the future of investor relations. We are deeply grateful for everyone who has supported Irwin on this journey. Your belief in our mission has made this progress possible, and we’re committed to creating lasting value in the capital markets community as we move forward. Read what our co-founders David Whyte and Mark Fasken have to say here: https://hubs.la/Q02W7Xvw0

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  • Not every investor or analyst knows your sector inside out. So, how do you make your story stick? Danielle Collins, Senior Investor Relations Director at Shell, knows what it takes to speak investor fluently. No matter who’s listening. She joined Mark Fasken to talk about making complex information accessible without watering it down, and how to build a story that hooks any audience. The episode is available now on FactSet Insight. Add it to your queue: Apple: https://apple.co/44arivu Spotify: https://spoti.fi/4cPrXEH https://lnkd.in/di8-dyWJ

    View organization page for FactSet

    266,264 followers

    As IR professionals know, the portfolio managers and analysts covering your company stock are likely to cover vastly different sectors. How can your investor communication strategy bridge the knowledge gap and help your company stand out? Mark Fasken, Co-Head of Irwin, a FactSet company, sat down with Danielle Collins, Senior Investor Relations Director at Shell. Danielle discusses how to communicate complex technical information and develop compelling hooks for diverse investor audiences. Listen to the full episode: ⤵️ Apple Podcasts: https://apple.co/44arivu Spotify: https://spoti.fi/4cPrXEH

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  • Guess what? We’re looking for a Demand Generation & Sales Enablement Manager to join our marketing team. If you love building high-impact campaigns and equipping sales teams to close confidently, this role is for you. You’ll work directly with Marissa Homère to drive qualified pipeline, create powerful enablement tools, and make sure our funnel is optimized from click to close. Here’s what makes this role special: ✅ You’ll have ownership over demand gen strategy, but also collaborate across the entire go-to-market org ✅ You’ll lead with data, experiment often, and get the support to scale what works ✅ You’ll help define how we grow in a new chapter, as part of the FactSet family If you’ve got 5+ years in B2B demand gen and sales enablement, love collaborating across teams, and have a track record of turning insights into revenue — we’d love to hear from you. Apply at the link in our comments. #marketingjobs #demandgen #salesenablement #b2bmarketing

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  • Short-term results can make or break a stock. But long-term strategy is what makes a company. Balancing the two in investor communications isn’t easy. On #WinningIR, Moira Conlon shared how the best IR professionals navigate this tension—turning quarterly pressure into long-term trust. Here's Moira's advice: ✔️ Translate long-term strategy into clear, measurable progress ✔️ Align messaging across functions, from the C-suite to comms ✔️ Use earnings calls to show momentum, not just metrics ✔️ Anticipate tough questions—and lead with your POV ✔️ Create consistency in narrative across channels and time periods This is where great IROs shine. They keep investors grounded in what matters most, even when the market's only looking at what’s next. Short-term wins earn confidence. Long-term clarity earns trust. How are you managing the balance right now?

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  • Last week’s IR Impact US Awards brought the IR community together for a night of well-deserved celebration—and it didn’t disappoint. From standout wins (shoutout to Duolingo, Uber, CSX and Reddit, Inc.!) to reconnecting with clients, peers, and friends in the industry, the energy was high, and the room was full of stories worth sharing. We're proud to support a community that’s raising the bar for what successful IR looks like. Swipe through a few of our favorite moments👇 #IRImpact #InvestorRelations #WinningIR #IRCommunity

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  • Investor relations is changing fast in the GCC—and IR teams are stepping up. In our recent Middle East Investor Relations Association IR Academy session, three experts broke down how to build a smart IR strategy, grow your investor base, and tackle tough questions around valuation and communication. Here’s what stood out: Strategic IR matters. It's not just about disclosure. Your IR strategy should align with management ambitions and market realities—starting with a clear equity narrative backed by data. Targeting = long game. Define who you want in your shareholder base. Use data to understand investor styles, build a roadmap, and reach the right mix of institutional and retail, local and international. Technology is no longer optional. Especially for lean teams. Tools like Irwin help identify investor fit, track engagement, analyze your share register, and streamline outreach. Trust drives value. Whether you’re building analyst relationships or engaging new markets, consistent, transparent communication matters—internally and externally. And one quote that said it all: “The currency of trust is transparency.” Missed the webinar? Head to our website to catch the full replay. Special thanks to our speakers: Salwa Gradl, CFA, Shahroz Hussain, CFA, IRC and Mansoor Elahi, CFA and Michael Roper.

  • Most IR teams are juggling 3–4 tools to manage investor outreach, reporting, and feedback. That’s 3–4 places to chase data, context, and clarity—every single day. When your platforms actually talk to each other, everything gets easier. That’s one of the biggest shifts happening in IR right now: 👉 Moving from disconnected tools to one connected platform 👉 Shifting from one-way updates to real conversations with investors 👉 Collecting feedback in real time—not weeks or months later 👉 Using that feedback to refine messaging as you go The future of investor relations is connected, data-driven, and relationship-first. And with FactSet, we’re building the platform to support it. Michael Roper, our VP Sales, EMEA, breaks down how in this interview with LSEG (London Stock Exchange Group). Watch it here: https://lnkd.in/g42CNfat #InvestorRelations #IRTech #CapitalMarkets #StateOfIR2025

  • Tonight’s the night! 🎉 We’re proud to support the IR Impact Awards – US. Catch Emily Geer and David Whyte on stage presenting the award for Best Use of Investor Targeting—a category we know well at Irwin. Good luck to all of this year's nominees! See you there. https://lnkd.in/gpvFWHr5

  • Last week, we had the privilege of joining the Middle East Investor Relations Association for two incredible Iftar gatherings in Dubai and Abu Dhabi. These events brought together IR professionals, corporate leaders, and advisors to celebrate Ramadan. At Irwin, we believe the best conversations happen face-to-face. Meeting our clients and the broader IR community in such a special setting was a great reminder of the power of connection—deepening relationships and building new ones. A huge thank you to our partners at MEIRA for organizing such thoughtful and well-executed events and to our fellow sponsor, Instinctif Partners, for helping to bring the IR community together. Michael Mansoor #InvestorRelations #Networking #MEIRA #IRCommunity

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  • Heading to Dana Point for the 37th Annual ROTH Capital Partners Conference? We are! And we're proud to be sponsoring this year's event. With over 500 public companies, IR professionals, and investors in one place, the ROTH Conference is the perfect setting to strengthen relationships, explore new opportunities, and exchange market insights. We'll be there, ready to connect. If you’re attending, drop us a message or find us at the event. David William James #ROTHConference #InvestorRelations #Networking #IR

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Funding

Irwin, a FactSet company 2 total rounds

Last Round

Series A

US$ 20.0M

See more info on crunchbase