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Driven by deep-rooted knowledge of the investment research landscape and an ever-evolving vision for technology’s role in the space.
For decades, the economics of investment research have rested on a fragile but functional architecture: (1) Attribution, (2) Entitlement, and (3) Feedback. Research is produced by the sell side, distributed through controlled channels, and consumed by the buy side. Critically, the producer has always retained some visibility into who consumed it, how it travelled, and…
April 20, 2026
DURHAM, N.C., Sept. 16, 2025 /PRNewswire/ -- BlueMatrix, the world's leading platform for capital markets content authoring and distribution, today announced the acquisition of the RMS Partners business ("RMS"), a global investment research software platform, from FactSet (NYSE: FDS| NASDAQ: FDS). The strategic combination significantly expands BlueMatrix's international footprint in the EMEA (Europe, Middle East…
September 16, 2025
Investment banks spend millions creating proprietary research, then lock it away from the people who generate revenue. It's like spending millions on world-class coaches to develop winning strategies, then sending your team onto the field without the game plan. No coach would ever do this, yet investment banks do it every day. For years, research…
September 10, 2025
"The AI crash won't look like 2000. It's already happening—quietly." The Financial Times recently reminded anyone who is paying attention: every major tech revolution follows a familiar arc—massive hype, wild investment, a brutal correction, then the true golden age. Most people expect AI to follow the same script: a dot-com-style pop. But here's the contrarian…
September 5, 2025
Some PE firms chase trends. The best PE firms back strong founders, defensible technology, and scalable infrastructure built to solve problems too critical to replicate or replace. When Thoma Bravo invested in BlueMatrix in 2024, it wasn’t just a win for us—it was a clear signal about where growth capital is moving in fintech. Investors…
August 26, 2025
Originally Published on August 21, 2025 Everyone celebrates billion-dollar FinTech deals, but rarely do we hear what separates those that create real value from those that quietly unravel under the weight of their own complexity. Over time, I’ve seen that scale alone is never enough. The real advantage comes from what you connect, amplify, and…
August 21, 2025
Investment banks and asset managers sit on decades of proprietary research—deep, unique, and historically verified insights that have never been fully leveraged. This dormant intellectual capital has been invisible, underutilized, and largely locked away in legacy systems. Now, with generative AI flooding the market with synthetic analysis, the question is no longer just who has…
August 18, 2025
In my 26 years as CEO and co-founder of BlueMatrix, the publication or distribution platform for over 90 percent of global investment research, I’ve watched capital markets firms spend vast amounts of money on artificial intelligence projects that deliver little value. The culprit isn't flawed algorithms, but the unglamorous foundation that most executives ignore: a…
July 31, 2025
DURHAM, N.C. and AUCKLAND, New Zealand, June 17, 2025 /PRNewswire/ -- BlueMatrix, the world's leading platform for capital markets content authoring and distribution, today announced the strategic acquisition of RANOS, a next-generation research publishing platform founded in New Zealand. The acquisition strengthens BlueMatrix's presence within the Asia Pacific region and adds another high-growth, innovative asset…
June 17, 2025
NEW YORK, Jan. 22, 2025 /PRNewswire/ -- BlueMatrix, the global leader in financial services research publishing and distribution, is thrilled to announce its acquisition of Street Context, the market leader in email intelligence and analytics. Together, the two organizations will build the next generation information platform, reimagining the flow of content from creation, distribution and…
January 22, 2025