What Metrigy does

Metrigy is a privately held research and advisory firm founded in 2020 by analysts Robin Gareiss and Irwin Lazar. The company produces buyer-side research and strategic guidance for enterprise IT, customer experience (CX), and business leaders evaluating investments in AI, customer engagement, and workplace collaboration technologies. Its methodology relies on primary surveys and interviews with 4,000+ organizations annually, layered into benchmark studies, vendor rankings, and 5-year market forecasts, with the firm explicitly positioning itself as vendor-neutral and free of pay-to-play sponsored content.

The product portfolio centers on the Research Advisory Service subscription, which provides enterprise-wide access to a library of differentiated sub-brands: MetriCast (5-year market forecasts with quarterly actuals), MetriRank (vendor rankings across market share, financial strength, momentum, product mix, and customer sentiment), MetriStar (customer-sentiment-based vendor recognition), MetriNotes (news-driven analysis), MetriSight Podcast, and quarterly AI Consumer Experience Index and AI Sentiment Index trackers. Technology is primarily a research-ops and content platform rather than a software product; the website features a lightweight AI Assistant for content discovery, but the core intellectual property is the proprietary primary-research dataset and the credibility of its principal analysts.

Metrigy monetizes through three intertwined streams: (1) enterprise Research Advisory Service subscriptions sold sales-led to enterprises, technology providers, and investors with multi-year contracts; (2) individual report and study purchases via the website ranging from $295 to $15,000, plus benchmark studies starting at $6,500 and market forecasts starting at $15,000; and (3) custom professional services including vendor evaluations and strategy/roadmap advisory starting at $25,000 per project, with retainer options. Customers span three primary segments — enterprise IT/CX/business leaders, technology providers and solution providers, and VC/investors — supplemented by a media-and-speaker-bureaus segment. Distribution combines direct enterprise sales, self-serve report purchases, the ResearchAndMarkets.com syndication channel, and a content-marketing footprint across No Jitter, TechTarget, and major industry conferences.

Name

Metrigy

Legal name

Metrigy

Website

https://metrigy.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Metrigy is a vendor-neutral research and advisory firm that delivers buyer-side benchmark studies, vendor rankings, 5-year market forecasts, and strategic advisory subscriptions to enterprise IT, CX, and business leaders, technology providers, and investors.

Ownership category

akta.pro rank

Product category

IT Research & Advisory

NAICS

Other Management Consulting Services (541618), Marketing Research and Public Opinion Polling (54191), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Digital Workplace & Collaboration Consulting (BPAHAEAH)

akta.pro secondary industry

Marketing Technology (MarTech) Strategy & Stack Advisory (MPAAAFAJ)

Keywords

• IT research advisory
• Customer experience research
• Workplace collaboration research
• Market forecasting services
• Vendor benchmarking reports

Headquarters

HQ city

Mokena

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Research Advisory Service Subscription: Annual subscription providing enterprise-wide access to research library and advisory services for enterprises, technology providers, and investors. Includes interactive outbriefs and client input into research topics.
2. Individual Report Sales: Single report purchases available via website for internal use only, with prices ranging from $295 to $4,995 depending on report type and depth
3. Custom Research & Advisory Services: Project-based custom research including whitepapers, webinars, strategic consulting, vendor evaluations, and research studies tailored to specific client needs
4. Strategy & Roadmap Advisory: Hands-on analyst guidance for technology roadmaps, vendor evaluations, and executive buy-in including gap analysis, budget planning, and presentation decks

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels9 records

Core offering

Metrigy is a research and advisory firm that provides data-backed strategic guidance for IT, customer experience, and workplace collaboration decisions. Their core offering is the Research Advisory Service subscription providing enterprise-wide access to benchmark studies, market forecasts (MetriCast), vendor rankings (MetriRank), customer sentiment-based vendor recognition (MetriStar Awards), and quarterly consumer indexes. They also offer individual report sales and custom research/advisory projects for technology providers and investors.

Product overview

Metrigy is an innovative research and advisory firm, not a software product company. Their offering consists primarily of the Research Advisory Service subscription, which provides enterprise-wide access to a library of research products. The core product portfolio includes MetriCast (market forecasting and vendor benchmarking), MetriRank (vendor rankings), MetriStar Awards (customer sentiment-based vendor recognition), MetriNotes (news analysis), and the MetriSight Podcast. Additionally, they publish quarterly consumer indexes including the AI Consumer Experience Index, AI Sentiment Index, and CX Consumer Index. The company also produces detailed research studies and technology reports. These research products collectively provide metrics-driven strategic guidance for AI, customer experience, and workplace collaboration decisions.

Differentiator

Problem solved

Functional benefit

Brands

• MetriStar: Top Provider award recognizing technology providers for excellence based on customer feedback regarding vendor sentiment and measurable business value derived from the use of the vendor's product or service.
• MetriRank
• MetriCast
• MetriSight

Products and services

• Research Advisory Service Metrigy's primary subscription service providing enterprise-wide access to benchmark studies, market forecasts, vendor rankings, and advisory services across AI, customer experience, and workplace collaboration. Includes client input into research topics, interactive outbriefs, and quick analyst access for live discussions. No seat-based restrictions apply.
• MetriCast Market Share, Forecasting & Vendor Benchmarking Reports 5-year market forecasts built from market actuals gathered quarterly, layered with annual surveys tracking what organizations are actually buying and deploying. Provides detailed market size, forecast data, and market share analysis for specific technology segments. Available starting at $15,000 per forecast.
• MetriRank Vendor Ranking Reports Reports ranking technology vendors across multiple dimensions including market share, financial strength, market momentum, product mix, customer sentiment, and customer business success. Available starting at $5,000 per report.
• MetriStar Awards Program Vendor recognition awards recognizing technology providers for excellence based on customer feedback regarding vendor sentiment and measurable business value derived from the use of the vendor's product or service.
• Strategy & Roadmap Advisory Services Custom strategy and roadmap advisory including gap analysis, budget planning, success metrics frameworks, and executive presentation decks. Priced based on client requirements with retainer options available.
• Custom Vendor Evaluations Project-based vendor evaluations including vendor capability assessment, customer reference calls, weighted scorecard analysis, and executive summary. Starting at $25,000 per evaluation with 3-4 week delivery.
• AI Consumer Experience Index Quarterly tracker of consumer sentiment on AI in customer experience interactions, measuring how people feel about AI-powered CX and what they see for the near future.
• AI Sentiment Index Quarterly index tracking public sentiment toward AI, measuring AI usage and adoption trends and consumer attitudes toward AI capabilities.
• CX Consumer Index Consumer research index examining how consumers feel about the customer experiences companies deliver today, including AI-powered customer experience.
• Research Studies and Benchmark Reports Detailed benchmark studies and technology reports covering AI adoption, customer experience optimization, and workplace collaboration strategies. Includes annual benchmark studies with industry-specific metrics, success group correlations, implementation best practices, and ROI calculators. Starting at $6,500 per study.
• Buyer & Customer Sentiment Reports Reports providing sentiment and satisfaction data for enterprise buyers and customers, available as one-time purchases starting at $2,500 per report.

Quantifiable outcome

• 11.6% revenue growth achieved by firms using AI-driven knowledge management
• +7 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Eleven partnerships are on record, tiered core, major and minor.

• ResearchAndMarkets.comcoreChannel Partner/ Reseller/ Distributor · 1 January 2020ResearchAndMarkets.com serves as a distribution channel for Metrigy's research reports, making them available to a broader audience of potential buyers. Metrigy publishes reports including 'CX Assurance for AI-Powered Contact Centers', 'A Measured Prescription for AI-Driven CX in Healthcare', 'State of Financial Services CX Research Report 2026', and 'Five Economic Models of AI in Customer Experience' through this platform.
• No JittermajorGTM or Marketing PartnerMetrigy analysts contribute regular content including blogs and expert commentary to No Jitter, a leading technology media outlet. This partnership extends reach to tens of thousands of subscribers and establishes thought leadership in AI, CX, and workplace collaboration.
• TechTargetmajorGTM or Marketing PartnerMetrigy analysts contribute content and expert commentary to TechTarget platforms including SearchUnifiedCommunications.com. This provides authoritative data and statistics for articles while establishing Metrigy's credibility in enterprise technology research.
• Enterprise ConnectmajorGTM or Marketing PartnerPremier conference for unified communications and customer experience industries. Metrigy analysts speak regularly at this event and Beth Schultz previously served as program co-chair and editor in chief of companion No Jitter media site.
• InfoCommcoreGTM or Marketing PartnerLeading AV and unified communications trade show. Irwin Lazar recognized as Emerging Technologies Fellow by IMCCA and InfoComm in 2017. Analysts participate regularly as speakers and experts.
• IMCCAminorGTM or Marketing PartnerIndustry association for enterprise communications. Irwin Lazar recognized as Emerging Technologies Fellow in 2017. Partnership supports thought leadership in unified communications.
• ICMI (International Customer Management Institute)coreGTM or Marketing PartnerPremier institute for customer management professionals. Metrigy analysts speak regularly at ICMI events on CX technology and AI adoption topics.
• SalesforceminorGTM or Marketing PartnerMetrigy analysts present at and contribute content to Salesforce events including Dreamforce. Research covers Salesforce integrations, Agentforce, and AI capabilities in CX.
• WebexminorGTM or Marketing PartnerMetrigy analysts speak at WebexOne events and provide research coverage of Webex platform capabilities in unified communications and CX.
• Five9minorGTM or Marketing PartnerMetrigy analysts speak at Five9 CX Summit and provide independent research on contact center AI and cloud platforms.
• UCX (Unified Communications Expo)minorGTM or Marketing PartnerMetrigy analysts including Irwin Lazar speak at UCX-London events covering unified communications and collaboration topics.

Scale indicators27 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• IDC (International Data Corporation): Global market intelligence and advisory firm with deep UCaaS, CCaaS, and AI market share/forecasting — directly overlapping with Metrigy's MetriCast forecasting and vendor benchmarking products.
• Gartner: Largest IT research and advisory firm globally with Magic Quadrants and Hype Cycles. Comparable buyer-side IT/CX research and enterprise advisory model, though vastly broader portfolio and deeper analyst bench.
• Frost & Sullivan: Global research and consulting firm producing market forecasts, vendor evaluations, and growth strategy advisory across technology verticals — overlapping with Metrigy's market forecasting and vendor benchmarking products.

Direct peers

• Forrester Research: Major subscription-based research and advisory firm covering CX, technology, and digital transformation — directly comparable to Metrigy's Research Advisory Service model, with similar vendor evaluation and customer experience research offerings targeting enterprise and vendor buyers.
• Omdia: Technology research firm with strong enterprise communications and collaboration practice (where Metrigy's Senior Director Diane Myers was previously Chief Analyst). Closest direct competitor in UCaaS/workplace collaboration research.
• Nemertes Research: IT and communications research advisory firm co-founded by Metrigy CEO Robin Gareiss. Closely comparable in methodology (primary buyer-side research), customer segments (enterprise IT/CX leaders), and topic focus on collaboration and contact center technologies.
• 451 Research: Technology research firm providing primary research and advisory across enterprise IT — comparable buyer-side research methodology and vendor evaluation services, now part of S&P Global.
• Enterprise Strategy Group (ESG): IT analyst firm producing research and validation services for enterprise technology buyers and vendors — closely comparable primary research methodology and customer base, now part of TechTarget.
• ISG (Information Services Group): Technology research and advisory firm covering IT and business services, with strong enterprise buyer-side research and vendor evaluation offerings — comparable subscription and custom advisory model serving similar enterprise IT/CX leaders.

Emerging players

• HFS Research: Emerging analyst firm focused on business process and technology services research — comparable buyer-side research model with growing influence among enterprise buyers and service providers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Metrigy
• Facebookfacebook.com/Metrigy
• LinkedInlinkedin.com/company/metrigy-research

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Metrigy