Company profile: Substantive Research
1.1 - Company Overview
Company description
- Provider of transparency and analytics in investment research and market data, offering investment research and market data price benchmarks for procurement professionals, a curated Research Discovery service delivering weekly content from 300+ brokers and independent providers, and a searchable ESG Data Provider Directory covering 160+ providers.
Products and services
- Market Data Price Benchmarks: Supplies industry-standard benchmarks enabling market data procurement professionals to evaluate data costs precisely against industry standards for transparent pricing assessment
- Investment Research Price Benchmarks: Delivers market-standard comparisons for research procurement professionals to assess investment research costs against market standards, supporting transparent pricing evaluation
- Research Discovery: Offers weekly-curated research discovery, delivering tailored content from over 300 brokers and independent research providers to help clients uncover value and outperform
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Substantive Research
Financial Express
HQ: United Kingdom
Website
- Description: Provider of fund data and technology, offering investment consulting and financial advisory services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Evolute
HQ: Switzerland
Website
- Description: Provider of comprehensive technology and outsourcing solutions for portfolio and asset management in Switzerland, serving banks, asset managers (with and without collective investments), and family offices, supporting the outsourcing of comprehensive software solutions and compliance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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Templum
HQ: United States
Website
- Description: Provider of scalable infrastructure for alternative assets, offering Templum One, a private markets platform for broker-dealers, RIAs, and other financial entities to showcase investments, manage accounts, and streamline purchasing; Private Markets Suite on Microsoft Azure for lifecycle automation; ATS for continuous trading of unregistered private securities; QMS for LP liquidity; and workflow and investor communication solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Rally
HQ: United States
Website
- Description: Provider of a buying and selling platform that offers equity shares in collectible assets, enabling investing in ideas, emotions, and communities in a safe, easy, and accessible way.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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BrokerHub
HQ: United Kingdom
Website
- Description: Provider of front-to-back trading services for equity derivatives markets, enabling electronic communication between broker communities and market participants for efficient market pricing.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full BrokerHub company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Substantive Research
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Substantive Research
2.2 - Growth funds investing in similar companies to Substantive Research
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4 - Top valuation comps for Substantive Research
4.2 - Public trading comparable groups for Substantive Research
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