About BlueMatrix
BlueMatrix is a Technology company based in New York (United States) founded in 1999 by Skye Hauptman. Online investment research is delivered to wealth managers and firms. The company has 70 employees. BlueMatrix has completed 1 acquisition, including Aiera Analytics. Its website bluematrix.com draws about 454 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Research Platforms. Its legal entity is BLUE MATRIX I LLC. Its competitors include Pico, Two Sigma Investments and Accern; 2 of its 3 listed competitors have raised funding.
Company details
Founded in 1999 and based in New York, United States, BlueMatrix operates as an online platform in the financial technology sector. Investment research solutions are offered, including research publishing, knowledge sharing, and engagement analysis. These services support wealth managers and investment firms in accessing and utilizing data for decision-making processes. Operations focus on digital tools tailored to professional financial environments.
- Headquarters New York, United States
- Employees 70
- Founders Skye Hauptman
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website bluematrix.com/www3/Home.action
- Social LinkedIn X Facebook
- Legal Name Blue Matrix I Llc
- InvestorsGolub Capital
& 1 more
- Employee Count70
- Investments & Acquisitions
Funding Insights of BlueMatrix
- Total Rounds 3
- First Round $1.06M
(Apr 2020)
- Investors Count 2
All 3 funding rounds of BlueMatrix with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2023 | Debt – Conventional | – | – | ||
| Dec 2023 | Private Equity Round | – | Thoma Bravo | – | |
| Apr 2020 | $1.06M | Debt – Conventional | – | – | – |
2 investors in total: 2 institutional.
Investors in BlueMatrix
BlueMatrix has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include Golub Capital and Thoma Bravo.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Software and technology-enabled services companies are targeted for investment. | 1980 | thomabravo.com | Chicago, United States | |
Private debt investments are managed for U.S. middle market companies. | 1994 | golubcapital.com | Chicago, United States |
Investor details for BlueMatrix
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of BlueMatrix
51 people are tracked at BlueMatrix (22 in leadership, 29 in team); the tracked headcount is 70.
| Name | Role | Group |
|---|---|---|
Skye Hauptman | Co-Founder | Leadership |
Madelaine Krieger | Vice President, Global Sales | Leadership |
Junior Anin | Associate Director, Enterprise Account Executive | Leadership |
Jonah Hetherington | Head Of Revenue Operations | Leadership |
Simon Edwards | Chief Revenue Officer | Leadership |
Patricia Horotan | Co-Founder & CEO | Leadership |
Donald Prodehl | Chief Technology Officer | Leadership |
Ying Mao | Director Of Development | Leadership |
Florin Șule | Head of PMO & General Director | Leadership |
Jeremie Bourque | Head Of Client Success | Leadership |
Jennifer Gregorac | Global Head of Relationship Management | Leadership |
Brittany Miller | Head of Human Resources | Leadership |
Ben McFadden | Chief Financial Officer | Leadership |
Joel Koroniak | Vice President Of Emerging Products | Leadership |
Amelia Wat | Head Of Client Success | Leadership |
Mhrer Brittany Miller | Head Of Human Resources | Leadership |
Frank Innocenti | Global Head Of Relationship Management | Leadership |
Martin Gollner | Managing Director, Head Of Business Development, EMEA & APAC | Leadership |
Bryan North-Clauss | Chief Revenue Officer | Leadership |
Tom Soler | Vice President Of Client Experience | Leadership |
31 more people are available in the full profile.
Complete people profiles for BlueMatrix
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by BlueMatrix
BlueMatrix has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Aiera Analytics.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Event intelligence and AI-driven research management are offered to investors. | aiera.com | New York, United States | 2017 | Oct 2026 | •••• |
Complete acquisition details for BlueMatrix
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of BlueMatrix
4 dated milestones of BlueMatrix across 27 years, from founding to its latest funding, stage changes and deals.
- Founded BlueMatrix is founded.
- Funding First funding round of $1.1M.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Aiera Analytics.
Competitors of BlueMatrix
BlueMatrix has 3 listed competitors in our database, 2 of them funded. They include Pico, Two Sigma Investments and Accern.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| pico.net | 2009 | New York, United States | $341.58M | Financial market data is tracked and analyzed via specialized tools. | ||
| twosigma.com | 2001 | New York, United States | 1,600 | Offers AI-based, data-driven insights for investment management and decision-making. | ||
| accern.com | 2014 | New York, United States | $36.64M | 7 | AI-based analytics for stock insights and predictive decisions are offered. |
Detailed competitors of BlueMatrix
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of BlueMatrix
The website of BlueMatrix (bluematrix.com) receives about 453.6K visits a month and ranks #121,664 among all websites worldwide, #7,621 in Investing.
- Monthly visits453.6K
▲ 16.3% vs previous month
- Unique visitors88.7K
per month
- Global rank#121,664
among all websites
- Category rank#7,621
Finance · Investing
- Bounce rate40%
- Pages per visit3.2
- Average visit2 min 57 sec
- DevicesDesktop 72% · Mobile 28%
Websites whose visitors overlap most with BlueMatrix. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bamsec.com | 100% | 528K | #90,589 | View details | |
| citivelocity.com | 92% | 225.1K | #237,003 | View details | |
| schwab.com | 85% | 94M | #365 | View details | |
| alpha-sense.com | 84% | 760.8K | #63,049 | View details | |
| fidelity.com | 81% | 129.5M | #275 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for BlueMatrix
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as BlueMatrix (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Bluematrix
Complete news archive for BlueMatrix
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- Full article archive
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Frequently Asked Questions about BlueMatrix
BlueMatrix was founded in 1999 and raised its 1st funding round 21 years after it was founded.
BlueMatrix is headquartered in New York, United States. It is registered at New York, New York, United States.
BlueMatrix has 70 employees.
Founded in 1999 and based in New York, United States, BlueMatrix operates as an online platform in the financial technology sector. Investment research solutions are offered, including research publishing, knowledge sharing, and engagement analysis. These services support wealth managers and investment firms in accessing and utilizing data for decision-making processes. Operations focus on digital tools tailored to professional financial environments.
BlueMatrix's top competitors include Pico, Accern and Two Sigma Investments.
BlueMatrix has made 1 acquisition, including Aiera Analytics.
BlueMatrix has 2 investors. Key investors include Golub Capital, and Thoma Bravo.
BlueMatrix operates through Blue Matrix I Llc.
The website of BlueMatrix receives about 454 thousand visits a month and ranks #121,664 among all websites worldwide.