Freight Visibility & Transportation Management
The buyer population — Freight transportation arrangement
Base industry report for 4885 →- Establishments · CanadaA
- 3,020
- Under 10 employeesA
- 67%
- Establishments · USA
- 22,383
- Employment · USA
- 323,348
- Payroll · USA
- $24.3B
Of 3,020 Canadian establishments with employees, 67% have fewer than ten — mostly small operators. Each of those is one potential account, before any filter for size or fit.
Entry signal — what decides who wins here
One thing must be trueEntry turns on a single condition that can be named and tested before much is spent. Clear it and this becomes an execution question; fail it and no amount of operating skill helps.
Displace an incumbent the screen found well defended — payments attached to the workflow, data that does not leave, a contract that renews itself. Share here means giving a buyer a reason to break something that currently works, which is a higher bar than being better.
Measured, not forecast: the share of US establishments opening in one year that were still active later. It counts good operators and bad ones together, which is exactly why it is the honest answer to “what are the odds”. It is for the whole sector rather than this market, and the ten-year figure comes from an older cohort because no younger one has reached ten years.
This is not a probability of success, and it is not a verdict on you. No survival probability is published per market, and inventing one would be worse than saying so. What the bar reads is how much of the outcome sits inside an operator's control: green means the hurdles are ones a better operator clears, red means the binding constraint is capital, an asset or a permission rather than execution. Someone arriving with an advantage this screen did not assume can win a market shown in red.
Companies named in this market · 13
The binding constraint — incumbent vulnerability
Two heavily funded visibility platforms plus a public Canadian consolidator (Descartes) already own the carrier-integration graph, which is the actual asset — thousands of carrier connections that take years to build and cannot be copied quickly. The fleet-side record at 4841 is cut for the same underlying reason. Nothing is disclosed here. Every vendor named on this record is private, or sits inside a parent that does not break the line out, so no revenue floor can be built and the market size is genuinely unknown rather than estimated.
The incumbent
Who owns this market and who is coming for it. Fields a screen never reached say so rather than guessing.
Financials & market size — sourced
Figures that came from a filing, a results release or reputable reporting, each carrying its evidence tier.
Market size, derived
Built from the competitor set upward rather than quoted from a forecast. Published TAMs in these categories are frequently reverse-engineered from each other, so any published figure is checked against the vendor arithmetic rather than trusted on its own.
Disclosed revenue from 1 of 6 named vendors. The market is at least this large.
No vendor has both a disclosed revenue and a published share.
Only a revenue floor is known — the true market is larger by whatever the undisclosed vendors earn.
Competitor set · 6 named · 1 disclose revenue
| Name | Revenue | Share | Note |
|---|---|---|---|
| project44C | not disclosed | — | Private, venture-funded |
| FourKitesC | not disclosed | — | Private, venture-funded |
| Descartes MacroPointB | $645M | — | Descartes' FY2025 revenue above $645M, +13%, across TMS, visibility and customs — MacroPoint is the visibility piece and is not broken out |
| E2open (WiseTech Global)B | not disclosed | — | Acquired at a $2.1B enterprise value in May 2025 at 3.5× EV/revenue, implying roughly $600M of revenue [derived] |
| Trimble (Transporeon)NASDAQ: TRMBC | not disclosed | — | Transporeon sits inside Trimble's transportation segment; no line reported |
| Shippeo / TiveC | not disclosed | — | Private, venture-funded; named among the visibility leaders but disclose nothing |
Startups & challengers
Newer and smaller vendors going at the incumbent — funded challengers first. Named, not researched to the depth of the field above; a company with a page here links to it.
| Company | Stage | What it does | Raised |
|---|---|---|---|
| Flexport | Funded challenger | Freight forwarding and customs brokerage with a software platform for shippers | — |
| Loadsmart | Funded challenger | Digital freight brokerage plus TMS and dock scheduling software for shippers. | — |
| Logixboard | Funded challenger | Customer portal and shipment visibility for freight forwarders and brokers | — |
| MVMNT | Funded challenger | TMS and brokerage operating system for freight brokers. | — |
| Transfix | Funded challenger | Transportation management software for shippers and brokers (brokerage sold to NFI) | — |
| Truckstop | Funded challenger | Freight load board, payments and carrier vetting for brokers and carriers | — |
Evidence
Evidence. Market size UNVERIFIED — the two visibility pure-plays, project44 and FourKites, are private and disclose nothing, and FourKites' "over 1 million shipments daily across 200+ countries" is a vendor claim [C]. Partly sourced 2026-09-16: Descartes' FY2025 revenue [B] gives the record a floor, and WiseTech's $2.1B acquisition of E2open at a stated 3.5× EV/revenue is the one multiple in this market anyone has published — the ~$600M revenue figure is derived from it, not reported. Verify before acting.
Where the industry talks
The associations, forums and events where people in this trade actually talk shop — where to listen before entering, and where the first customers are found. Each link was opened on the date shown.
Association for Canadian freight forwarders, freight brokers, customs brokers and warehouse operators; runs forwarding courses and an October conference.
'4,000 members strong' (individual supply chain professionals), per its About page; grants the SCMP designation.
Shipper-side association ('the national voice of the shipper'). Site is live but thin; home page last modified May 2025.
'2,000 companies' per its home page headline; 3PLs and freight brokers, 70% small family-owned. Runs the TIA Freight Beat podcast and Technovations meeting.
Annual conference and exhibition of the Council of Supply Chain Management Professionals; EDGE 2026 registration open at check.
Supply chain and logistics technology show, Las Vegas; February 8-10, 2027. manifestvegas.com redirects here.
Canadian logistics and supply chain trade publication (formerly Canadian Shipper); articles dated September 2026 at check.
Subreddit for freight brokers; RSS feed returned posts dated 2026-09-22.
r/logistics and r/supplychain could not be opened (Reddit 429) and were left off. FreightWaves is listed under the fleet record at 4841.
The businesses it sells to
Operating-business records filed along the same branch of NAICS — the customers of this software, screened as businesses in their own right.