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MackeyRMS
Cloud research management platform for buy-side investment professionals.
What it does
Centralizes proprietary investment notes, market feeds, and financial modeling into a searchable repository. Automates compliance reporting and maintains immutable audit trails across research decision workflows. Integrates via web, mobile, and Microsoft Office add-ins to capture research in real time. Delivers customizable tearsheets and analytics dashboards for fundamental investment team collaboration.
Why it works
Native integrations with Microsoft Office and email allow analysts to capture notes without altering workflows. Purpose-built compliance tracking ensures data sovereignty and automated regulatory reporting. Unified research history prevents knowledge loss during analyst turnover and maintains institutional memory. Automated indexing and search capabilities surface historical investment insights instantly across teams.
Category: Business & Operations
Team Size: 26-100
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As of 2026
Business & Operations
Revenue: $1M-$10M ARR
Cloud research management platform for buy-side investment professionals.
Overview
MackeyRMS (now part of Verity) is a SaaS-based investment research management software built for buy-side investment institutions. The platform unites research workflows with disparate internal and external market data sources into a centralized interface. It enables hedge funds, asset managers, and private equity firms to collaborate on thesis generation, track historical decisions, and streamline compliance. By integrating with everyday productivity tools, MackeyRMS helps investment teams maintain control over proprietary research intellectual property.
Funding status: Acquired
Revenue source: Subscriptions
Customer type: B2B
Pricing: Enterprise
Tech stack: AWS, React, Node.js, REST API, iOS Native, Android Native
Platform: Web • iOS • Android
Integrations: Microsoft Outlook, Microsoft Excel, Microsoft Word, S&P Global Market Data, Financial Data Feeds
Founder story
MackeyRMS was founded in 2011 in Boston, Massachusetts, by Chris Mackey. Recognizing that investment analysts struggled with fragmented notes scattered across personal files and email, he built a mobile-first, automated research management platform. The company secured private equity backing from Resurgens Technology Partners in 2019 and merged with InsiderScore in 2021 to form Verity.
What it does
- Centralizes proprietary investment notes, market feeds, and financial modeling into a searchable repository
- Automates compliance reporting and maintains immutable audit trails across research decision workflows
- Integrates via web, mobile, and Microsoft Office add-ins to capture research in real time
- Delivers customizable tearsheets and analytics dashboards for fundamental investment team collaboration.
Who it's for
- Hedge Fund Managers
- Global Asset Management Firms
- Private Equity Funds
- Asset Owners & Fund of Funds
Why it works
- Native integrations with Microsoft Office and email allow analysts to capture notes without altering workflows
- Purpose-built compliance tracking ensures data sovereignty and automated regulatory reporting
- Unified research history prevents knowledge loss during analyst turnover and maintains institutional memory
- Automated indexing and search capabilities surface historical investment insights instantly across teams.
Growth strategies
- Strategic growth capital partnership with private equity sponsor Resurgens Technology Partners
- Merger with InsiderScore to form the comprehensive Verity investment intelligence platform
- Direct enterprise B2B sales targeting institutional buy- side fund managers globally
- Product- led expansion via deep integrations with S&P Global and Microsoft Office
Alternatives
Comparison overview
- MackeyRMS provides dedicated, highly automated research management tailored specifically for fundamental buy-side investment processes.
- Unlike broad market data terminals or general CRM suites, it focuses on capturing, organizing, and securing internal investment research and compliance workflows.