Irwin pricing

Irwin pricing and what it adds up to

Quoted privately, with extra-cost ownership data and surveillance plans.

check_circleYour data in a database you own
check_circleOpen source, no lock-in
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The plans

What Irwin charges

Irwin publishes no price list and quotes each company after a demo. Your bill may also include extra ownership data plans, surveillance reports and related services.

Irwin

Quoted privately

Irwin provides a company quote after a demo, with extra plans available for ownership data and surveillance reports.

How the bill is built

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Quote after a demo

Irwin does not publish a price list. Each company receives a quote after a demo, so you need to ask Irwin for a figure for your business.

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Extra ownership data

Irwin lists additional plans for ownership data from Broadridge. These beneficial owner lists sit behind your US holders and cost extra on top of your registry’s own beneficial ownership analysis.

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Surveillance and updates

Surveillance reports are available for an additional cost. Irwin also offers weekly updates from an analyst as a further service, so check whether those are part of the quote or priced separately.

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Adding Irwin to FactSet

Irwin has been a FactSet company since 2024. If your company already pays for FactSet, Irwin can be added to your licence.

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A year of Irwin

Your annual cost is quoted privately

Irwin publishes no yearly figure, so you cannot calculate an annual total from a public monthly price. The quote is made for your company after a demo. The bill can rise with additional ownership data plans, surveillance reports and weekly analyst updates. If your company already pays for FactSet, Irwin can be added to that licence.

Underneath the bill

What you are really paying for

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A rented investor database

Irwin’s targeting screens search more than two million investors from FactSet and Irwin research. That investor list stays with Irwin when you leave, so you are renting access rather than keeping the database as your own.

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Extra ownership information

Some ownership information is sold through additional plans, including beneficial owner lists from Broadridge. This is an added cost on top of the beneficial ownership analysis provided by your share registry.

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CRM upkeep support

Irwin offers its Assistant team to take the time-consuming upkeep of the CRM off your plate. Keeping investor records tidy takes work, and this is a further service to ask about when reviewing your quote.

The owned alternative

An investor system your business owns

Enterprise DNA builds your Investor Relations version around how your business runs, brings your Irwin data across and runs it for you. Your records sit in a database you own, and you can work with them in plain language. The cost is one setup fee, then a monthly retainer, with no per-seat plans. There is also a free version you can run yourself.

Investor Relations for Claude Code

One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.

Get your version built

Make it yours

Design your own Irwin replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Irwin. Try it here, and we build the real one.

1. Your business name

2. What it runs

3. Make it fit

4. Your colour

Your business · your Irwin replacement Your version

YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Irwin data across and run it for you.

Questions

Irwin pricing, answered

How much should I budget for Irwin each year? expand_more

Irwin does not publish a price or yearly figure. Each company is quoted after a demo, so you will need to request a quote for your business. Extra ownership data plans and surveillance reports can add to the bill, as can weekly analyst updates if you choose that further service.

Are Irwin ownership data and surveillance included? expand_more

Irwin lists extra plans for ownership data, in addition to your registry’s own beneficial ownership analysis. Surveillance reports are also available at an additional cost. Irwin offers weekly analyst updates as a further service, so ask which items are included in your company’s quote.

Can I add Irwin to an existing FactSet licence? expand_more

Irwin has been a FactSet company since 2024. Companies already paying for FactSet can add Irwin to their licence. Irwin does not publish prices, so ask whether adding it changes your licence cost and how any extra ownership data or surveillance services are priced.

Stop paying Irwin every month

30 minutes with Sam. Bring your last Irwin bill. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.

Get your version built

Done paying for Irwin?

Get your version built