BlueMatrix provides infrastructure software for institutional investment research. Its platform manages the entire lifecycle of research content, from creation and compliance through to distribution and consumption. The system serves as the secure, compliant backbone connecting asset and wealth managers with research providers.
Founded in 1999 in New York City, the company is now headquartered in Durham, North Carolina, with additional offices across the Americas, Europe, and beyond. In 2024, the firm received a strategic investment. It is led by CEO David Nable, with co-founder Patricia Horotan serving as Chief Strategy Officer, focused on AI and long-term strategy.
The company's platform is used by over 1,000 financial firms in 50 countries. BlueMatrix operates in the institutional finance and investment research sectors.
