Finance & Accounting
New York, United States


Overall Rank: 470
Category: Finance & Accounting
Category Rank: 24


  • Top Software Product Executives 2022
  • Power 500 Software Company


BlueMatrix is a cloud-based publishing and distribution software designed to help businesses create, monetize, consume, and track content related to investment research in compliance with Global Data Protection Regulation (GDPR) and other standard guidelines. It offers engagement tools for multiple team members, workgroups, and firms to collaborate on content and streamline decision-making processes.

BlueMatrix lets organizations gain visibility into consumption metrics, create subscription or mail lists to distribute targeted content, and manually or automatically log interactions from emails and calendar invitations within Microsoft Outlook. Managers can utilize built-in workflow checkpoints, audit tracking capabilities, alerts, user controls, and disclaimers to manage risks and ensure compliance with required standards. The software provides search, filtering, and subscription tools for supervisors to personalize or configure user experience. Its mobile applications also help build, edit, preview, or delete documents, add comments to collaborate on created content, and more.

BlueMatrix facilitates integration with various third-party customer relationship management (CRM), video, social media, and translation, among other systems or platforms. Other features include analytics, sales enablement, recipient tracking, and reports.


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Key Products

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.

Key Executives

Patricia Horotan, Co-Founder & CEO

Patricia is the co-founder and managing partner of BlueMatrix, a technology solution that empowers the global financial services community through the secure sharing of investment research and insights. Prior to joining BlueMatrix, Horotan worked as a consultant at Goldman Sachs.

Mirko Consolascio, Chief Operating Officer

Mirko brings more than 30 years of experience in strategic planning and operations management from across the global financial services industry. As a leader at BlueMatrix, he leverages his expertise to align the company’s strategic vision and culture with its operational objectives to deliver an excellent client experience. Prior, he managed strategic and operational initiatives at Credit Suisse. A Swiss National, he has an Advanced Federal Diploma of Higher Education in Business Administration from MBSZ School, and several program management methodology certifications.

Simon Edwards, Chief Revenue Officer

Simon leads the global business development and sales team with 30 years of experience in the financial services industry. Prior, he ran the emerging market equity sales desks at ING and UBS, and was a Principal at the research technology company, Lusight Research. Simon is an independent director of several international funds at Polygon Global Partners, and holds an MBA and BA from Durham University in the UK.

Andrei Gudiu, Chief Technology Officer

Andrei brings an innovative vision and passion for automation to his role leading the global technology team. Since joining 10 years ago as a network engineer, he has been a key player in managing the software development for the company’s core product line, with a focus on improving security and stability. Before BlueMatrix, Andrei taught at the Politehnica University of Timișoara for nearly a decade.

Customer insights

“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


“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


“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


“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