BlueMatrix is the research infrastructure company — the only platform that spans the entire investment research lifecycle, from creation to compliant distribution to downstream consumption. We power how research is authored, governed, and distributed by sell-side firms, and how it's ingested by the buy-side firms, portfolio managers, and AI systems that act on it. The financial research ecosystem is undergoing a structural shift. The industry is investing heavily in AI interfaces — the applications and experiences that sit in front of the user. BlueMatrix operates at a different layer. We are the infrastructure beneath the answer: the platform that determines what research can be accessed, how it is structured and governed, and how its use can be traced and understood. For sell-side firms, BlueMatrix eliminates the patchwork of point tools that slow research teams, create compliance gaps, and make it impossible to know whether your research reaches the right consumers — an increasingly critical challenge in the age of AI. For buy-side firms, it means a single connection into a governed universe of sell-side research, machine-readable and entitlement-enforced at the source. Founded in 1999. Trusted by over 1,000 institutional financial firms across more than 50 countries.
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The BlueMatrix annual revenue was $24.6 million in 2026.
David Nable is the CEO of BlueMatrix.
190 people are employed at BlueMatrix.
BlueMatrix is based in New York, New York.
The NAICS codes for BlueMatrix are [513, 54191, 54, 51, 5419, 541910, 541].
The SIC codes for BlueMatrix are [873, 737, 73, 87].