Our Journey in Financial Analysis
From a small Canadian startup to a comprehensive platform serving investment professionals across North America. Here's how we've evolved since 2019.
The Beginning
davinalorqest started in a modest office in Bonnyville when three financial analysts realized that existing research platforms weren't meeting the real needs of Canadian investment professionals. We were tired of clunky interfaces and data that didn't reflect our market's unique characteristics.
What began as weekend coding sessions turned into something much bigger. We built our first prototype using nothing but determination and way too much coffee. The early version was rough around the edges, but it solved problems that we faced every single day in our work.
By late 2019, word had spread through the local finance community. Investment advisors started reaching out, asking if they could test our platform. That's when we knew we had something special.
Provincial Recognition
Alberta's Ministry of Economic Development featured davinalorqest as one of the province's most promising fintech innovations. This recognition opened doors to partnerships with major Canadian financial institutions and helped us expand our user base significantly.
Platform Expansion
We launched our comprehensive risk assessment module and integrated real-time market data from Toronto Stock Exchange. The platform now serves over 800 financial professionals across Canada, with particular strength in energy sector analysis.
Educational Initiative
Launched our professional development program, offering quarterly workshops on advanced financial modeling techniques. We've trained more than 200 analysts and portfolio managers, with sessions consistently receiving 4.8-star ratings from participants.
Cross-Border Growth
Extended our services to financial professionals in the northern United States, particularly those dealing with cross-border investments. Our platform now processes analysis for portfolios worth over .8 billion in combined assets.
Looking Toward 2026
The financial landscape keeps evolving, and so do we. Our upcoming machine learning integration will help analysts identify market patterns more efficiently, while our expanded educational platform will offer certification programs starting in September 2025.
We're also developing specialized tools for sustainable investing analysis — something that's becoming increasingly important for Canadian institutional investors. The beta version launches this summer for our existing user base.
Celeste Hawthorne
Chief Executive Officer