Best Investment Research Services Companies in United States
The 120 best Investment Research Services companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Independent Wealth Network.
Investment Research Services companies in the United States don't get ranked like this often: 120 firms tracked, $95M in total disclosed funding, and one unicorn already in the mix. Independent Wealth Network leads the funding table at $30M, with SBB Research Group ($20M) and Marketocracy ($17M) close behind. The global market sits at roughly $100B as of 2023, growing at a 6% CAGR, driven by a rising middle class and companies pouring more into both qualitative and quantitative research. So the capital flowing into this directory reflects a sector that's genuinely expanding, not just reshuffling.
The demand signal at the app layer confirms it. Median install growth across research and investment-related apps is running at about +20% YoY across 162 tracked apps, which, I'd argue, tells you something real about where retail and institutional attention is pointing. Hot themes right now are AI research, AI hardware, and stock performance analytics, and you can see that in who's writing checks: BNP Paribas, Bain Capital Private Equity, and DataPower Ventures are all active investors in this space. The firms you'll find here aren't coasting on legacy models. Coverage is rising, the themes are current, and the funding momentum is real.
- ESOMAR
Ranked: Best Investment Research Services companies in United States
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Independent Wealth Network Investment research firm | $30M | 91 mo ago | Seed | Jeff Zupancic Chief Executive Officer | 2017 | — | — |
| 2 | SBB Research Group Investment management and research firm | $20M | 99 mo ago | Series B | Sam Barnett Founder & CEO | 2010 | — | — |
| 3 | Marketocracy Crowdsourced investment research platform that enables individual investors to manage virtual portfolios and… | $17M | 163 mo ago | Series D | — | 2000 | — | — |
| 4 | Gimme Credit Corporate bond research provider | $10M | 24 mo ago | Early Stage | — | 1994 | — | — |
| 5 | Cambridge Provider of investment research services | $6M | 29 mo ago | Early Stage | Eric Schwartz Founder and Executive Chairman of the Board | 1981 | ApostropheCMSTypeScriptNode.js+31 | 3 awards |
| 6 | Bixby Research Provider of investment research & analytics services | $6M | 38 mo ago | Acquired | Brian Conroy Founder & CEO | 2018 | — | — |
| 7 | Paragonintel | $2M | 79 mo ago | Series A | Colby Howard President | 2017 | WordPressMySQLPHP+27 | — |
| 8 | ICR Partners Provider of investment research & advisory services | $2M | 54 mo ago | Seed | Robert Mehringer Founder & Managing Director | 2019 | — | 1 partnership |
| 9 | VoicePrism Provider of tools to analyze voice for market research and call center teams | $1M | 199 mo ago | Early Stage | Michael Gremley Founder | 2006 | — | — |
| 10 | Potomac Research Provider of real-time investment research and financial media | $750K | 164 mo ago | Acquired | — | 2008 | — | — |
| 11 | B6 Offers real estate sales and advisory services | $100K | 71 mo ago | Funding Raised | Paul Massey Co-Founder & CEO | 2018 | WordPressMySQLPHP+20 | — |
Top 12 Investment Research Services companies in United States
#1
Early Stage · White Plains, New York · founded 1994 · 10 employees$9.9Mraised▾
Corporate bond research provider
- May 2024Unattributed$8.8M
- Sep 2016Unattributed$1.1M
#2
Early Stage · Fairfield, Illinois · founded 1981 · 1185 employees$6.3Mraised▾
Provider of investment research services
- Dec 2023Unattributed$6.3M
#3
Acquired · Chicago, Illinois · founded 2018 · 18 employees$5.5Mraised▾
Provider of investment research & analytics services
- Apr 2023Series A$5.5M
#4
Seed · Urbandale, Iowa · founded 2017$30Mraised▾
Investment research firm
- Oct 2018Seed$30M
#5
Series D · San Mateo, California · founded 2000 · 10 employees$16.8Mraised▾
Marketocracy is a platform that leverages crowdsourced investment research and tracking of analyst models to provide insights on market trends and opportunities. The company enables individuals to demonstrate their investment prowess by managing virtual portfolios, and aggregates this collective knowledge to generate market intelligence. By harnessing the power of the internet and the collective wisdom of its users, Marketocracy aims to empower individual investors to make informed investment decisions.
- Oct 2012Series D$250K
- Dec 2011Series D$1.5M
- Jul 2009Series D$2.1M
- Feb 2006Series D$2M
#6
Series B · Northbrook, Illinois · founded 2010 · 40 employees$20Mraised▾
SBB Research Group is a Chicago-based investment management firm that views the market through a systematic, interdisciplinary lens. Founded in 2010, the company specializes in bespoke investments designed to protect and grow investor capital. Harnessing expertise in mathematics, science, economics, engineering, and other key areas, the team is dedicated to continuously enhancing its investment methodologies. To date, SBB Research Group has designed and executed over $650 million in bespoke investments.
#7
Seed · Arlington, Virginia · founded 2019 · 5 employees$2.3Mraised▾
Provider of investment research & advisory services
- Dec 2021Seed$2.3M
#8
Series A · New York, New York · founded 2017 · 26 employees$2.4Mraised▾
- Oct 2019Series A$2.4M
- May 2017Conventional Debt$1.8M
#9
Early Stage · Arvada, Colorado · founded 2006$1.2Mraised▾
Provider of tools to analyze voice for market research and call center teams. The platform offers human voice analysis solutions for marketing research and call centers that help them in understanding the context of voice interactions. It collects customer insights for product optimizations. It works by analyzing the emotional and cognitive patterns of the human voice.
- Nov 2009Unattributed$1.2M
#10
Acquired · Washington, District of Columbia · founded 2008 · 24 employees$750Kraised▾
Provider of real-time investment research and financial media. It offers a range of research products covering various sectors, including macroeconomics, financials, and consumer goods. Analysts provide insights through written reports, television broadcasts, and online platforms. The research utilizes quantitative, bottom-up, and macro analysis to generate investment ideas.
- Oct 2012Unattributed$750K
- Jan 2012Unattributed—
#11
Funding Raised · New York City, New York · founded 2018 · 66 employees$100Kraised▾
Offers real estate sales and advisory services
- Jul 2020Conventional Debt$100K
#12
Late Stage · Marina Del Rey, California · founded 2004 · 132 employees—raised▾
Cliffwater LLC is an alternative investment adviser and fund manager that provides proactive advice and recommendations to clients in order to help them achieve their desired outcomes. They specialize in direct lending and offer funds that aim to unlock higher risk-adjusted returns and income.
- Apr 2025PE—
- 2023PE—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Research Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.