Verity
Verity provides AI-enabled investment research management software and proprietary financial data (including 20+ years of insider trading data and SEC filing analytics) to 300+ institutional investors managing $10T+ in assets. Now a subsidiary of TMX Group following its October 2025 acquisition.
- Company typePrivate
- Founded2021
- HeadquartersNyack, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Verity does
Verity provides investment research management software, proprietary financial data, and expert analysis to institutional investors. The platform is built around three core products: VerityRMS, an AI-enabled research management system serving as the central hub for analyst workflows; VerityData, which houses high-integrity datasets including InsiderScore (20+ years of insider trading and buyback data) and inFilings (structured SEC filings analytics); and VerityESG, an engagement tracking and reporting tool for sustainable investing teams. Add-on modules extend the platform into private equity deal intelligence, executive compensation analytics, and a Model Context Protocol (MCP) server that enables AI tools such as ChatGPT and Claude to query Verity research and datasets. Underlying technology combines natural language processing, generative AI (via OpenAI integration), structured SEC filing data, and native integrations with Microsoft (OneNote, Excel, Outlook, Teams), S&P Global, and major OMS/PMS platforms (Aladdin, Enfusion, SS&C EZE).
Verity makes money through user-based annual subscriptions licensed per seat, with custom pricing tied to firm size and product selection. The minimum viable customer carries $500M+ in AUM, and the company targets traditional asset managers, fixed income funds, quant funds, ESG/sustainable investors, and private equity firms via a direct enterprise sales motion complemented by free trials for VerityData products. Customers include 300+ institutional investors managing $10T+ in assets (recent disclosures cite 350-360 firms and $15T in AUM), with named clients including Morgan Stanley, Ninety One, Senvest Management, Carmignac, The London Company, Sixteenth Street Capital, and Crossroads Partners. Verity was formed in 2021 through the merger of MackeyRMS and InsiderScore, sponsored by Resurgens Technology Partners, and was acquired by TMX Group (operator of the Toronto Stock Exchange) in October 2025, operating today as a subsidiary under TMX Datalinx.
Verity firmographics
Firmographics- Name
- Verity
- Legal name
- Verity LLC
- Website
- https://verityplatform.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Verity provides AI-enabled investment research management software and proprietary financial data (including 20+ years of insider trading data and SEC filing analytics) to 300+ institutional investors managing $10T+ in assets. Now a subsidiary of TMX Group following its October 2025 acquisition.
- Ownership category
- akta.pro rank
Verity industry classification
Industry- Product category
- Investment Research Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where Verity is headquartered
LocationHeadquarters
- HQ city
- Nyack
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Verity business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure, Others
Revenue model
- VerityRMS Software Licensing: Research management system licensed by number of users, typically billed annually. Provides central hub for research efficiency, knowledge sharing, and decision-making for institutional investors.
- VerityESG Software Licensing: ESG engagement tracker licensed per user, billed annually. Provides engagement tracking and reporting for sustainable investing teams.
- VerityData inFilings: SEC filing analytics and data platform providing structured filing data, redlines, alerts, and exclusive datasets including incentive compensation. Licensed by user count.
- VerityData InsiderScore: Insider trading data and analytics platform providing 20+ years of institutional-grade data, analysis, research briefs, and alerts. Delivered via browser, data feeds, or API.
- SEC Filings API: Programmatic access to structured SEC filings data for NLP, sentiment scores, and disclosure comparisons. Enables integration into internal systems and workflows.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | User-based licensing model with annual billing |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels9 records
Verity product offering
Product offeringCore offering
Verity provides investment research management software and alternative data analytics for institutional investors. Its product suite helps asset managers, hedge funds, mutual funds, and private equity firms organize investment research, track ideas, and access proprietary data insights including insider transactions, SEC filing analytics, ESG engagement data, and AI-generated earnings call summaries.
Product overview
Verity offers an integrated platform of investment research software and data intelligence solutions comprising three core products: VerityRMS (AI-enabled research management system serving as the central hub for research efficiency and decision-making), VerityData (award-winning data platform with sub-products inFilings for SEC filings analysis and InsiderScore for insider trading intelligence), and VerityESG (ESG engagement tracking and reporting tool). The platform also includes specialized modules such as VerityRMS for Private Equity, the Incentive Compensation Dataset, SEC Filings API, and VerityData MCP Server. The products are designed to serve institutional investors across public equity, fixed income, private equity, and hybrid strategies, with 300+ customers managing over $10T in assets.
Differentiator
Problem solved
Functional benefit
Brands
- VerityRMS: AI-enabled research management system hub for investment research that drives efficiency, knowledge sharing, and decision-making.
- VerityESG
- VerityData
Products and services
- VerityRMS
Quantifiable outcome
- Workflow advancement by five years in terms of digitization, efficiency, and speed
- +2 more outcomes
Companies that use Verity
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles3 records
Verity technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability5 records
Feature8 records
Verity partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and peripheral.
- TMX Group / TMX DatalinxcoreTMX Group acquired Verity in October 2025, integrating Verity's research management and data platforms into TMX Datalinx's offerings. The acquisition expands TMX Datalinx's global footprint to over 5,000 clients. Verity operates as a TMX company while continuing to serve customers with focus, flexibility, and product-led approach. Leaders from Verity and TMX Group closed the Toronto Stock Exchange on February 3, 2026 to celebrate the acquisition.
- MicrosoftcoreDeep integration with Microsoft ecosystem including OneNote add-in (automatic sync with 15-minute refresh), Excel (two-way integration for price targets and estimates), Outlook (two-way email integration via API), Teams app (free for customers), and mobile app.
- S&P Global Market IntelligencecoreVerityRMS comes standard with S&P Global Market Data feed providing market data, fundamentals, and earnings data integrated into analyst notes, tearsheets, and dashboards without additional vendor agreements.
- Wall Street HorizoncoreVerityRMS includes Wall Street Horizon earnings and events data, automatically populating earnings dates, estimates, and key events integrated into workflows.
- EnfusionperipheralTwo-way integration via SFTP enabling recommendations, price targets, and latest portfolios to flow between VerityRMS and Enfusion portfolio management system.
- SS&C EZEperipheralPortfolio management integration for data flow between VerityRMS and EZE systems.
- BlackRock's AladdinperipheralPortfolio management integration for data flow between VerityRMS and Aladdin platform.
- OpenAIcoreVerityRMS uses secure integration with OpenAI for AI features including chat, summarization, auto-tagging, and report builder. AI access can be routed through custom domain for firms with strict security requirements.
- Anthropic ClaudecoreClaude can query VerityRMS research via MCP server for natural language exploration of proprietary research corpus.
- ChatGPTcoreChatGPT can query VerityRMS research via MCP server for natural language exploration of proprietary research corpus.
- ISS ESGperipheralVerityESG offers integration bringing ISS ESG data into the engagement tracking platform for better decision-making.
Scale indicators10 records
Recent moves7 records
Expansion highlights5 records
Verity competitors and assessment
Company assessmentBroad incumbents
- Bloomberg Terminal: Bloomberg's Terminal is the de facto data, analytics, and communication platform for institutional investors. It competes with Verity on data depth (market data, fundamentals) and increasingly on research workflows, though its breadth and price point place it as a broad incumbent rather than a focused peer.
- FactSet: FactSet provides portfolio analytics, market data, and research workflow tools used by asset managers and buy-side institutions. It overlaps with VerityRMS on research management and with VerityData on filings/analytics, but operates as a broad incumbent with deep enterprise distribution.
- S&P Capital IQ Pro: S&P Capital IQ Pro provides fundamental data, transcripts, and research workflow tools for institutional investors. VerityRMS bundles S&P Global Market Data as part of its offering, making S&P both a partner and an indirect competitor in the same workflows.
- Refinitiv (LSEG) Workspace: Refinitiv (now part of LSEG) Workspace provides market data, fundamentals, and research collaboration tools to buy-side institutions. It competes with VerityRMS on research workflow and with VerityData on filings/market data within a much broader enterprise offering.
- MSCI ESG Manager: MSCI ESG Manager provides ESG and sustainable investing data, ratings, and reporting tools for institutional investors. It competes directly with VerityESG on engagement and stewardship workflows but as part of MSCI's broader ESG and index franchise.
Direct peers
- AlphaSense: AlphaSense is a market intelligence and search platform used by institutional investors and corporations to surface insights across filings, research, and expert calls. It directly competes with VerityRMS on research management/search and with parts of VerityData on SEC filings and transcript analytics.
- Tegus: Tegus provides a research platform with expert call transcripts and primary research for institutional investors. Now part of AlphaSense, it overlaps with Verity's institutional investor workflow and primary research content angle (e.g., insider/expert briefs).
- Sentieo: Sentieo (now part of AlphaSense) offered AI-powered financial research and document search before the acquisition, competing head-to-head with VerityRMS and VerityData. The combined platform represents the closest direct peer to Verity's research management + financial data offering.
Emerging players
- Koyfin: Koyfin provides financial data, analytics, and research dashboards for investors, with a product-led growth motion targeting analysts and portfolio managers. It is an emerging peer on the research workflow and visualization side but does not yet match Verity's enterprise data depth.
- Canalyst: Canalyst offers fundamental financial models and KPI datasets used by institutional investors for equity research. It overlaps with VerityData's structured fundamentals angle but focuses more narrowly on modeling data and lacks the research management layer that VerityRMS provides.
Market position
Strengths5 records
Competitive moat5 records
Customer concentration
Verity social profiles
Digital presenceVerity compliance and trust
Trust signalCompliance3 records
Verity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Verity leadership team
Management profileNumber of profiles
Verity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Verity 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 Verity
What does Verity do?
Verity provides investment research management software and alternative data analytics for institutional investors. Its product suite helps asset managers, hedge funds, mutual funds, and private equity firms organize investment research, track ideas, and access proprietary data insights including insider transactions, SEC filing analytics, ESG engagement data, and AI-generated earnings call summaries.
Is Verity a public or private company?
Verity is a private company. It is classified as corporate owned and is currently operating.
When was Verity founded?
Verity was founded in 2021. It employs 101 to 250 people.
Where is Verity based?
Verity is headquartered in Nyack, United States, in the North America region.
How does Verity make money?
Five revenue lines are on record. VerityRMS Software Licensing is the primary driver. The others are verityESG Software Licensing, verityData inFilings, verityData InsiderScore and SEC Filings API.
Who are Verity's main competitors?
Broad incumbents on record are Bloomberg Terminal, FactSet, S&P Capital IQ Pro, Refinitiv (LSEG) Workspace and MSCI ESG Manager. Direct peers are AlphaSense, Tegus and Sentieo. Emerging players are Koyfin and Canalyst.
Does Verity have an API?
Yes. Verity offers the inFilings API that delivers high-integrity, structured SEC filings data (10-Ks, 10-Qs, proxies, transcripts) suitable for NLP processing, sentiment scoring, and disclosure comparisons. Also available is the VerityData MCP (Model Context Protocol) server that allows AI tools like ChatGPT and Claude to query VerityRMS research including internal notes, attachments, and metadata using natural language. The MCP server also enables querying VerityData datasets including 13F/G/D filings inside AI research workflows. Developer documentation is at verityplatform.com/solution/veritydata/infilings/veritydata-infilings-api.
What industry is Verity in?
Verity's product category is Investment Research Management Software. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.