BlueMatrix is a software development company that provides technology solutions enabling investment professionals to author, distribute, consume, and evaluate investment research. BlueMatrix serves both large international investment banks and boutique research firms with platforms designed to enhance research productivity and ensure compliance for both sell-side and buy-side organizations.
Their core offering is a suite of applications that streamline the investment research process. Key features include compliance oversight, the management of company profiles, entitlements, and internal readership analytics. These tools help firms manage regulatory requirements and track how research is used across their organizations.
BlueMatrix distinguishes itself by fostering close client relationships and tailoring solutions to individual firm needs, emphasizing accountability, neutrality, and transparency in their approach.
Who Uses BlueMatrix?
The company’s client base spans from major investment banks and wealth management firms to independent research boutiques. Notable customers include Jefferies, Oppenheimer & Co, B. Riley Securities, Commerzbank, Cannacord Genuity, PiperSandler, Northcoast Research, Numis, Roth Capital Partners, RJ, Rosenblatt Securities, and Wolfe Research. This broad client list illustrates BlueMatrix’s relevance across different segments of the financial services industry.
How Was BlueMatrix Started?
BlueMatrix was founded in 1999 by Skye Hauptman and Patricia Horotan. Patricia Horotan now serves as CEO & President, guiding the company’s commitment to innovation and client service. The leadership team brings a depth of expertise in technology, finance, and product management, supporting the company’s focus on delivering high-quality, compliant solutions for investment research.
Where Is BlueMatrix Based?
BlueMatrix is headquartered in New York City, with additional offices in Durham, NC; London; Edinburgh; and Timișoara, Romania. This global footprint supports their ability to serve financial institutions worldwide.
For more about their team and company values, visit their About page.
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