BlueMatrix

BlueMatrix provides a comprehensive, cloud-based platform for the creation, distribution, and management of investment research. The company was founded in 1999 by Skye Hauptman and Patricia Horotan to address the manual and inefficient processes of research publishing at the time. Recognizing the potential of the internet, their goal was to establish an industry-standard for publishing investment research.

The firm operates on a Software-as-a-Service (SaaS) model, offering an ecosystem of tools that cover the entire lifecycle of investment research content. Its product suite includes the BlueMatrix Creator, an authoring tool that allows analysts to write, share, and track research through an online interface. It also features tools for workflow management, compliance with regulatory requirements, and automated distribution to various channels. The platform provides research portals for both internal and external client access, along with reporting tools that offer insights on readership and engagement. BlueMatrix serves a global client base that includes nearly 1,000 research firms, major international investment banks, wealth managers, and independent research boutiques across more than 50 countries. Notable clients include Jefferies, Oppenheimer & Co., and B. Riley Securities.

A significant milestone occurred in late 2023 when Thoma Bravo, a leading software investment firm, made a strategic growth investment in the company, with CEO Patricia Horotan retaining a significant ownership position. This partnership is intended to fuel continued innovation and global growth. The company has also been acquisitive, purchasing email intelligence provider Street Context in January 2025 and research publishing platform RANOS in June 2025 to enhance its capabilities in data analytics and expand its footprint in the Asia-Pacific region. Headquartered in Durham, North Carolina, BlueMatrix also has offices in New York, London, Edinburgh, and Timișoara, Romania.

Keywords: investment research platform, financial research publishing, content creation, compliance solutions, research distribution, sell-side research, buy-side solutions, SaaS, financial technology, wealth management tools, asset management, capital markets content, readership analytics, equity research, fixed income research, market commentary distribution, regulatory compliance, financial data analytics, institutional finance, investment banking services