GoldenSource
GoldenSource provides cloud-native enterprise data management software exclusively for financial services, integrating 100+ data vendors into a proprietary financial data model that serves buy-side and sell-side institutions worldwide.
- Company typePrivate
- Founded1984
- HeadquartersNew York, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What GoldenSource does
GoldenSource is a New York-based enterprise data management (EDM) software company founded in 1984, focused exclusively on financial services clients across both buy-side and sell-side institutions. The firm sells a cloud-native, SaaS-enabled platform that integrates with more than 100 data vendors and centers on a proprietary structured financial data model — the Trusted Contextual Data Layer — which maps cross-domain relationships across instruments, issuers, positions, counterparties, legal entities, clients, accounts, transactions, and exposures. The platform is modular: core EDM (Security Master, Entity Master, Product Master, Corporate Actions Master) sits alongside market-data modules (Price Master, Curve Master, Time Series Master, Quant Workbench), managed services (GoldenSource OnDemand), and ESG Impact for regulatory-driven sustainability data. Most recently, GoldenSource launched Scout (June 2026), an AI-powered data intelligence product deployed on Amazon Bedrock that exposes a chat interface and Model Context Protocol (MCP)-based agent-building on top of the contextual data layer.
The commercial model combines enterprise software licensing (subscription, annual billing) with professional services, managed services, and marketplace distribution via Snowflake Marketplace (Omni Native App) and AWS Marketplace. Pricing is quote-based and custom. The company sells primarily through a direct enterprise field-sales motion targeting tier-1 financial institutions — disclosed customers include Barclays, Nordea, Mizuho, Intesa Sanpaolo, First Abu Dhabi Bank, JSE, Jackson, Graham Capital, HESTA, Aware Super, and Banca March — and is supported by a channel ecosystem spanning SI partners (DXC Technology, Accenture, Luxoft), cloud providers (AWS, Snowflake), and data providers (Refinitiv, FactSet, S&P, Fitch, ICE, DBRS Morningstar, GLEIF, SIX, Arabesque). The firm employs 251–500 staff across offices in New York, London, Milan, Mumbai (product-engineering hub), Singapore, and Melbourne, and has been owned by middle-market private-equity firm Gemspring Capital since May 2022, with new leadership installed in 2024–2026 under CEO James Corrigan.
GoldenSource firmographics
Firmographics- Name
- GoldenSource
- Legal name
- GoldenSource Corp.
- Website
- https://thegoldensource.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- GoldenSource provides cloud-native enterprise data management software exclusively for financial services, integrating 100+ data vendors into a proprietary financial data model that serves buy-side and sell-side institutions worldwide.
- Ownership category
- akta.pro rank
GoldenSource industry classification
Industry- Product category
- Financial Enterprise Data Management Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Enterprise PaaS (App Runtime & Managed Application Platforms) (HDAEAKAB)
- akta.pro secondary industries
- Enterprise Architecture & IT Operating Model (BPAHAEAB), Technical Enablement & Adoption Services (Change Management, Adoption, Champions) (BPAEANAC)
Keywords
Where GoldenSource is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
GoldenSource business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Enterprise Software Licenses (EDM Platform): Licensing of the core GoldenSource Enterprise Data Management platform including Security Master, Entity Master, Product Master modules. Delivered both on-premises and cloud/SaaS modes.
- SaaS Cloud Services: Cloud-based application hosting and management services on AWS, enabling consumption-based pricing with improved scalability for existing and new SaaS customers.
- Managed Services (GoldenSource OnDemand): Managed services offerings including GoldenSource OnDemand for ongoing platform management and support.
- Professional Services: Implementation, consulting, and testing services to support platform deployment and client onboarding.
- Snowflake Marketplace / AWS Marketplace Listings: Products available through cloud marketplaces including Snowflake Marketplace and AWS Marketplace for expanded distribution.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise custom pricing based on client requirements |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
GoldenSource product offering
Product offeringCore offering
GoldenSource provides enterprise data management (EDM) software for capital markets, unifying securities, entity, product, price, curve and ESG data into a single governed view. The platform is delivered as cloud-native SaaS, integrates with more than 100 data vendors, and is extended by the GoldenSource Scout AI data intelligence layer for trusted AI agent workflows.
Product overview
GoldenSource is a Modern Financial Data Management Platform for capital markets delivered through cloud-native infrastructure designed to ground AI in governed capital markets context. The platform operates as a unified platform-plus-modules architecture centered on the core EDM (Enterprise Data Management) platform, which integrates with more than 100 data vendors worldwide. For buy-side firms, it serves as an Investment Data Platform (clarifying what they own, what it is worth, and where they are exposed) through modules including Security Master, Entity Master, Product Master, Account Master, and Time Series Master. For sell-side institutions, it serves as a Trading, Risk and Regulatory Data Platform supporting workflows such as trading, counterparty exposure, valuation, risk, regulatory reporting, post-trade, settlements and control through modules including Price Master, Curve Master, MDS Sell-side App, and Corporate Actions Master. The AI platform GoldenSource Scout extends the Trusted Contextual Data Layer into the AI era, enabling firms to query, interpret and explain data across instruments, issuers, positions, counterparties, legal entities, clients, accounts, transactions and exposures. The OMNI Snowflake Native App provides rapid data warehouse deployment on Snowflake. Additional offerings include ESG Impact for ESG data management, Managed Services (OnDemand), Professional Services, and Testing Services.
Differentiator
Problem solved
Functional benefit
Brands
- GoldenSource Scout: AI-powered data intelligence platform for capital markets that closes the AI trust gap by providing trusted contextual data layer for AI agents.
- GoldenSource ESG Impact
- GoldenSource Omni
- GoldenSource OnDemand
- EDM (Enterprise Data Management)
Products and services
- GoldenSource EDM Platform Core enterprise data management platform for financial institutions, integrating reference, entity, product, market, and ESG data from more than 100 vendors and powering reference data mastering, valuation, risk, regulatory reporting and analytics. Delivered both on-premises and as cloud/SaaS on AWS.
- GoldenSource Scout AI-powered data intelligence platform for capital markets that closes the AI trust gap, enabling financial services firms to query, interpret and explain data across instruments, issuers, positions, counterparties, legal entities, clients, accounts, transactions and exposures. Provides a chat interface and MCP-based agent building.
- GoldenSource OMNI (Snowflake Native App) Snowflake Native App that enables investment managers to rapidly build an investment data warehouse on the Snowflake Data Cloud, accelerating cloud data transformation and integration with the broader GoldenSource EDM platform.
- GoldenSource ESG Impact ESG data management solution that natively connects ESG data with traditional datasets and associated identifiers to support ESG-related investment, banking and regulatory processes such as MiFID II sustainability preferences and SFDR obligations.
- GoldenSource OnDemand (Managed Services) Managed services offering for hosting, operating and supporting GoldenSource applications on behalf of clients, delivered from cloud infrastructure including AWS.
- Professional Services Consulting and implementation services for deploying and configuring the GoldenSource EDM platform, ESG Impact, Omni and Scout within client environments.
- Testing Services Quality assurance, test automation and validation services for GoldenSource implementations, including user-acceptance and regression testing.
Quantifiable outcome
- 98% of surveyed buy-side firms concerned weak data operating models are undermining AI outcomes
- +3 more outcomes
Companies that use GoldenSource
Customer profileNamed customers12 records
Segments2 records
Ideal customer profiles2 records
GoldenSource technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability5 records
Feature5 records
GoldenSource partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- InvestOps InsightscoreGoldenSource partnered with InvestOps Insights to produce joint research report 'The Basis Point Blind Spot' surveying 100 global buy-side firms on data challenges affecting AI outcomes. The research reveals that 98% of firms are concerned weak data operating models are undermining AI outcomes, with 55% reporting significant annualized exposure.
- DXC TechnologycoreDXC Technology serves as a key technology partner facilitating GoldenSource's migration of key applications including Risk Master module from on-premises data centers to SaaS cloud hosted on Amazon Web Services. DXC manages cost-optimized centers in Bulgaria and India and supported the proof-of-concept for the cloud migration, continuing to serve as a key partner in GoldenSource's IT modernization program.
- Amazon Web Services (AWS)coreAWS provides the cloud infrastructure hosting GoldenSource's SaaS applications following migration from on-premises data centers. The expanded cloud infrastructure enables GoldenSource to achieve cost savings through consumption-based pricing and improved scalability while serving existing client base more efficiently and targeting new SaaS customers.
- SnowflakecoreGoldenSource partners with Snowflake to launch GoldenSource Omni, a transformative data management app for investment managers. The Snowflake Native App enables rapid building of investment data warehouse on Snowflake, accelerating cloud data transformation. Partnership extends GoldenSource's data management capabilities through Snowflake's Data Cloud platform.
- AccenturecoreAccenture serves as a technology and consulting partner helping transform financial services companies. The partnership enables GoldenSource to help clients manage disruption and create new value through innovation and agile approaches to data management challenges.
- LuxoftminorLuxoft (DXC company) provides software development services and innovative IT solutions to global clients. Excelian (Luxoft financial Services) specializes in software engineering for financial industry, designing, engineering, operating and optimizing critical technology and business solutions.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
GoldenSource competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
GoldenSource social profiles
Digital presenceGoldenSource financial estimates
Financial estimateRevenue estimate
Valuation estimate
GoldenSource leadership team
Management profileNumber of profiles
Profiles7 records
GoldenSource subsidiaries and ownership
Company hierarchySubsidiaries1 record
GoldenSource funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GoldenSource M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about GoldenSource
What does GoldenSource do?
GoldenSource provides enterprise data management (EDM) software for capital markets, unifying securities, entity, product, price, curve and ESG data into a single governed view. The platform is delivered as cloud-native SaaS, integrates with more than 100 data vendors, and is extended by the GoldenSource Scout AI data intelligence layer for trusted AI agent workflows.
Is GoldenSource a public or private company?
GoldenSource is a private company. It is classified as private equity controlled and is currently operating.
When was GoldenSource founded?
GoldenSource was founded in 1984. It employs 251 to 500 people.
Where is GoldenSource based?
GoldenSource is headquartered in New York, United States, in the North America region.
How does GoldenSource make money?
Five revenue lines are on record. Enterprise Software Licenses (EDM Platform) is the primary driver. The others are saaS Cloud Services, managed Services (GoldenSource OnDemand), professional Services and snowflake Marketplace / AWS Marketplace Listings.
Does GoldenSource have an API?
No public API is recorded for GoldenSource.
What industry is GoldenSource in?
GoldenSource's product category is Financial Enterprise Data Management Software. Its primary akta.pro industry code is HDAEAKAB, Enterprise PaaS (App Runtime & Managed Application Platforms), with a secondary code of BPAHAEAB, Enterprise Architecture & IT Operating Model. Its NAICS code is 513210 and its SIC code is 7372.