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 & Patricia, circa 2006, at our New York Roundtable
1999
2000s
2010s
2018
2020s
2024
2025
2026
Today
Skye & Patricia, circa 2006, at our New York Roundtable
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Years of Innovation
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Research Firms
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Countries
David Nable
Chief Executive Officer
Patricia Horotan
Founder, Chief Strategy Officer
Donald Prodehl
Chief Technology Officer
Ben McFadden
Chief Financial Officer
Alex Goetze
Chief Client Officer
Brittany Miller
VP Human Resources
Madelaine Krieger
VP Global Sales
Frank Fallon
VP Product Management
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
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:
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Competitive compensation (based on experience)
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Comprehensive local benefits
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Generous vacation & personal days
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Global wellness initiatives
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Flexible hybrid/remote environments
News & Insights
AI
Who Owns the Answer?
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AI
The Black Box Problem in Investment Research
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AI
The Illusion of Objectivity: Why Defensible Data Defines the Next Era in Banking and Capital Markets
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Company News
BlueMatrix Accelerates Transition into Core Infrastructure for AI-Driven Research, Strengthens Leadership to Scale Platform
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