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A Continuity Company In an Ever-Evolving Industry

Over 27 Years of Innovation with One Unwavering Focus: Powering Institutional Finance.

A Vision That Compounds

When Skye Hauptman and Patricia Horotan founded BlueMatrix in 1999, research publishing was tedious, manual, and fragile. The internet was just finding its footing - and they saw exactly what it could become.

They built BlueMatrix on one clear ambition: define the industry standard for investment research publishing. Twenty-seven years on, that's precisely what it is. Patricia Horotan remains the company's founder and strategic driver, focused on navigating an AI-driven future. In 2024, Thoma Bravo, one of the world's foremost private equity firms, made a strategic investment to fuel the next chapter. And in 2026, David Nable joined as CEO to lead BlueMatrix's continued growth.

Along the way, strategic acquisitions - including Street Context, Ranos, and RMS Partners - have expanded BlueMatrix's capabilities and deepened its reach across the investment research ecosystem.

The result is the infrastructure that connects leading asset and wealth managers with over 1,000 research firms in more than 50 countries, and serves internal teams at multinational corporations around the world.

Skye and Patricia, circa 2006, at our New York Roundtable

Skye & Patricia, circa 2006, at our New York Roundtable

1999

Founded - By Skye Hauptman & Patricia Horotan in New York City

2000s

Print to Web - Led the shift from print & attachments to browser-native distribution

2010s

Growth - Global expansion begins with the opening of offices in London and Romania

2018

MiFID II - Making research unbundling operational for the sell side & buy side alike

2020s

HTML5 & Mobile - Creator 4.0 brings structured authoring to a new generation of users

2024

Thoma Bravo - BlueMatrix secures investment from the world’s leading software investor

2025

Acquisitions - Acquired Street Context, RANOS, and RMS Partners (from FactSet)

2026

The Age of AI - David Nable named CEO to lead the newest industry shift of AI

Today

Continuity - The infrastructure beneath institutional research, globally

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Years of Innovation

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Research Firms

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Countries

Leadership Team

David-Nable-1

David Nable

Chief Executive Officer

Patricia-Horotan

Patricia Horotan

Founder, Chief Strategy Officer

Donald-Prodehl

Donald Prodehl

Chief Technology Officer

Ben-McFadden

Ben McFadden

Chief Financial Officer

Alex-Goetze

Alex Goetze

Chief Client Officer

Brittany-Miller

Brittany Miller

VP Human Resources

Madelaine-Krieger

Madelaine Krieger

VP Global Sales

Frank Fallon

Frank Fallon

VP Product Management

Interested in joining the team?

Explore career opportunities at BlueMatrix

Current Openings

Global Presence

Americas

Durham (HQ)

320 Blackwell Street

Durham, NC 27701

New York

45 East 20th Street, 10th Floor

New York, NY 10003

Toronto

40 University Avenue, Suite 720,

Toronto, ON M5J 1T1

UK & Europe

England

34-37 Liverpool Street

London, EC2M 7PP

Scotland

1, Bo'ness Business Centre

12-16, Corbiehall

Bo'ness, EH51 OAP

Romania

Bulevardul Revoluției 1989, nr. 20

Timișoara, Timiș, Romania

France

58, rue de la Victoire

75009 Paris, France

Latvia

Office No: 548 & 549

Dzirnavu iela 67

Rīga, LV-1011, Latvija

Asia-Pacific

New Zealand

Ground Floor and Level 1, 62 College Hill

Freemans Bay, Auckland

New Zealand

India

Level 1, Orwell 2, Salarpuria Sattva Knowledge City

Inorbit Mall Road, Raidurg Village, Hi-Tech City

Hyderabad - 500081, India

Japan

Level 20, Marunouchi Trust Tower - Main 1-8-3

Marunouchi Chiyoda-ku

Tokyo 100-0005

Hong Kong

Unit 2508, One Chinachem Central

22 Des Voeux Road Central

Central, Hong Kong

Philippines

26th Floor Menarco Tower, 32nd Street

Bonifacio Global City, Taguig City 1630, Philippines

BlueMatrix-culture-image-mosaic

Working At BlueMatrix

The BlueMatrix team is made up of ambitious, passionate people who treat technology development and client service as a craft. Many have dedicated the majority of their career to growing the BlueMatrix brand and helping shape the investment research marketplace. We move fast, but we build things right. You'll be challenged, supported, and given the space to grow, surrounded by people who take their craft seriously. You can also count on:

  • Competitive compensation (based on experience)

  • Comprehensive local benefits

  • Generous vacation & personal days

  • Global wellness initiatives

  • Flexible hybrid/remote environments

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