Reimagine your Research

The global investment industry's leading
solution for research publishing.

Research Publishing

Trusted by the global research community for more than 20 years.
Content Consumption

Enhance the client experience with a branded, configurable research portal.
Knowledge Sharing

Leverage the collective intelligence of your organization to empower your digital strategy.
Engagement Analysis

Real-time, aggregated insights into readership to uncover your true market value.

Investment research publishing

Used Globally By
  • Investment Banks
  • Brokers
  • Independent Analysts
  • Investment Firms
  • Wealth Managers
  • Multinational Corporations
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office-meeting-image
432m+

emails
sent annually

1400

research
providers

824k+

documents
published annually

35%

of N. American
research distributed

Why work with us?

Industry Experts

Rooted in 20 years of experience across the financial services space.

Founder-led

Trusted by world-leading banks for our neutral, independent market position.

Global Community

A network of 120-plus research providers, investors, and digital strategists.

Safe & Secure

Workflows designed to minimize regulatory compliance and data risk.

Partnership

Regular client events and webinars to fuel collaborative innovation.

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24/7 Support

Online and phone support from teams across North America and Europe.

Insights, News & Events

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Company Happenings

Prevent, Analyze, and Secure: How SSAE18 (Soc 2 Type 2) And ISO 27001 Protects Your Financial Data With Brendon Scheideler

 
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Company Happenings

A New Content Horizon - How Voice Assistants Are Redefining Insight With Andrei Gudiu

 
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Company Happenings

The Conversation at Unbundling Uncovered

 
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Our Awards

Best Cloud-Based Application Provider
August 2021

Best Cloud-Based Application Provider

Waters Rankings 2020 & 2021

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Best Research Award
June 2019

Best Research Provider: BlueMatrix

Inside Market Data & Inside Reference Data Awards 2019

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Some of our client relationships

Jefferies

"BlueMatrix’s one-stop shop makes publishing and distributing research easy. Creator 4.0 is by far the most intuitive publishing platform they’ve developed thus far. The new platform has made the transition to HTML5 for our analysts much easier than anticipated."

Jefferies

Oppenheimer

“Over the past 15 years, BlueMatrix has been a true partner with Oppenheimer to help us create and distribute our research product. Their dedication, timeliness, and professionalism is outstanding and we would not be able to produce the research that we do without their service.”

Erica L. Moffett
Associate Director of Research, Head of Research Marketing Services
Oppenheimer & Co

B. Riley Securities

"BlueMatrix has proven, year-in and year-out, its strategic value. It is far more than a publishing system and we regard them as an extension of our own organization."

Louis Giglio
Research Chief Operating Officer
B. Riley Securities

National Securities

"I have been an extremely happy BlueMatrix client for almost 20 years, and I am thrilled that we recently rolled out the platform at National Securities. They are truly the gold standard of research software."

Arthur Hogan
Director of Research / Chief Market Strategist
National Securities Corporation, member FINRA/SIPC

ISO 27001 Certified Information Security Management System
About BlueMatrix

Solutions for controlled content

BlueMatrix is the gold standard solution and the world’s largest publisher of investment research. We connect the world’s leading asset and wealth managers with nearly 1,000 research firms in more than 50 countries, and serve internal teams across multi-national corporations.

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BlueMatrix participates in the United Nations Global Compact initiative.

United Nations Global Compact