# BlueMatrix

> BlueMatrix provides cloud software for creating, approving, distributing and consuming institutional investment research. Its products connect publishing workflows, client portals, email engagement and permissioned research APIs; the company reports serving over 1,000 financial institutions in more than 50 countries. Backed by Thoma Bravo, it is extending its infrastructure into governed AI research consumption.

- **Founded:** 1999
- **Headquarters:** Durham, United States
- **Founders:** Patricia Horotan (Co-founder and Chief Strategy Officer; formerly CEO), Skye Hauptman (Co-founder)
- **Products:** Creator, BlueMatrixLive, Portal, Street Context, RANOS
- **Notable:** Reports serving over 1,000 financial institutions in more than 50 countries., Won Best Research Provider at the 2019 Inside Market Data & Inside Reference Data Awards., Completed three strategic acquisitions in 2025.

## Products & services

- **Creator** — Structured investment research authoring, collaboration, review, compliance, publishing and consumption measurement; includes a Document Review Agent, Document Creation API and Creator Authoring MCP.
- **BlueMatrixLive** — Centralized research consumption through an interface, APIs and MCP; enforces entitlements and carries source attribution for research from 500+ providers.
- **Portal** — Configurable branded research destination with access controls, engagement measurement and AI search and chat; Portal Connect MCP supports internal access.
- **Street Context** — Capital-markets email distribution and engagement intelligence integrated into Outlook and CRM; acquired in January 2025.
- **RANOS** — New Zealand-founded research publishing platform with Asia-Pacific expertise; acquired in June 2025.
- **RMS** — Financial data aggregation, modeling and custom reporting workflows acquired from FactSet in September 2025.

## Achievements

- Reports serving over 1,000 financial institutions in more than 50 countries.
- Won Best Research Provider at the 2019 Inside Market Data & Inside Reference Data Awards.
- Completed three strategic acquisitions in 2025.
- Proposed the Research Provenance Standard for governed AI consumption.

## Latest updates

- **2026-09** — Patricia Horotan’s September 22 essay The New Reader argues for preserving the identity and history of ideas as AI consumes research.
- **2026-08** — Published Research Without Attribution: The Invisible Cost of AI Consumption on August 13.
- **2026-03** — Appointed David Nable CEO on March 24; Patricia Horotan became Chief Strategy Officer with a focus on AI capabilities, product strategy and clients.
- **2026-01** — Announced the Perplexity Enterprise research discovery partnership on January 13.
- **2025-09** — Acquired RMS Partners from FactSet and named FactSet its preferred data provider.

## Links

- Website: https://www.bluematrix.com/
- LinkedIn: https://www.linkedin.com/company/bluematrix/
- Twitter/X: https://twitter.com/bluematrixteam
- Facebook: https://www.facebook.com/BlueMatrixI/

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Profile page: https://yespress.io/bluematrix
Published by YesPress — https://yespress.io
Last updated: 2026-10-01