MRB Partners
MRB Partners is an independent financial research firm publishing integrated, global, multi-asset investment strategy research for institutional investors and the financial services industry, distributed primarily through published reports and major financial media outlets.
- Company typePrivate
- Founded2010
- HeadquartersMontréal, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What MRB Partners does
MRB Partners is an independent financial research firm founded in 2010 and headquartered in Montréal, Canada. The firm publishes integrated, global, multi-asset investment strategy research targeting institutional investors and the broader financial services industry. Its core output consists of analyst-driven research reports covering topics such as S&P 500 valuation metrics, corporate profit growth, return on equity trends, and macroeconomic drivers including the contribution of AI-related capital expenditure to U.S. real GDP growth. Notable published analyses include a 10-year equity outlook calling for inflation-adjusted U.S. equity returns to be broadly flat and sector rotation recommendations downgrading technology to underweight while upgrading industrials and financials.
The firm's revenue model is described as subscription or retainer-based financial research services delivered to professional and institutional clients, though pricing is not publicly disclosed. It operates with a headcount of 11–50 employees and distributes its research through published reports and earned coverage in tier-one financial media outlets including Business Insider, CNBC, and Investing.com. No proprietary technology platform, software products, APIs, or named product modules are disclosed in the source material, indicating that the offering is fundamentally a human-analyst research product rather than a technology platform. Distribution is global in reach via financial media but North America is the only identified operating geography.
The firm is privately held with no disclosed funding rounds, mergers, acquisitions, parent company, or subsidiaries in the available sources. Leadership is anchored by Founding Partner and Managing Partner Phillip Colmar, with U.S. economic strategist Prajakta Bhide as a publicly identified research voice. No patents, certifications, regulatory actions, or partnership agreements are recorded.
MRB Partners firmographics
Firmographics- Name
- MRB Partners
- Website
- https://mrbpartners.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- MRB Partners is an independent financial research firm publishing integrated, global, multi-asset investment strategy research for institutional investors and the financial services industry, distributed primarily through published reports and major financial media outlets.
- Ownership category
- akta.pro rank
MRB Partners industry classification
Industry- Product category
- Financial Research and Investment Strategy Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Equity Research (FSACAGAA)
Keywords
Where MRB Partners is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Markets served
MRB Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Research Services: MRB Partners generates revenue through providing financial research and market analysis services to institutional investors and clients, likely on a subscription or retainer basis for research reports and analyst coverage.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
MRB Partners product offering
Product offeringCore offering
MRB Partners is an independent financial research firm that produces integrated, global, and multi-asset investment strategy research for institutional investors. Its core output consists of published research reports and analyst coverage covering equity market forecasts, valuation analysis (e.g., S&P 500 metrics, return on equity trends), sector rotation recommendations, and macroeconomic research including the impact of AI-related capital expenditures on U.S. GDP growth.
Product overview
MRB Partners is a financial research firm that provides economic and market research analysis through published research reports. The sources describe their research output covering topics such as stock market forecasts, U.S. economic growth analysis, and technology sector investment strategy. No specific named products, modules, or software offerings are detailed in the provided sources.
Differentiator
Problem solved
Functional benefit
Products and services
- Independent Investment Research and Strategy Reports
Quantifiable outcome
- Forecast: U.S. equity prices adjusted for inflation will be broadly flat over the next 10 years
- +3 more outcomes
Companies that use MRB Partners
Customer profileSegments2 records
Ideal customer profiles1 record
MRB Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MRB Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights2 records
MRB Partners competitors and assessment
Company assessmentDirect peers
- Gavekal Research: Independent global research firm providing macro, equity, and asset-allocation analysis to institutional clients. Closely comparable independent-research business model with multi-asset coverage.
- Ned Davis Research: Independent research firm offering global asset-allocation and quantitative strategy research to institutional clients, comparable subscription-based product offering.
- Cornerstone Macro: Independent macro research firm offering global economic and investment strategy research to institutional investors, comparable in scale, focus, and delivery model.
- Capital Economics: Independent economic and market research firm providing global macro forecasts and asset-allocation views to institutional clients — a near-twin subscription research business model.
- BCA Research: Independent, Montreal-based global macro research firm serving institutional investors with multi-asset strategy and economic analysis — directly comparable in product, customer base, and geography to MRB Partners.
- TS Lombard: Independent macro and strategy research firm serving institutional investors with global economic and cross-asset analysis, directly overlapping MRB's value proposition.
- Strategas Research Partners: Independent institutional research firm providing macro, thematic, and policy-driven equity strategy, overlapping MRB's institutional client base and research subscription model.
Emerging players
- Bianco Research: Independent macro research firm offering index, market-structure, and economic analysis to professional investors — a smaller-scale independent with overlapping macro and equity research.
Broad incumbents
- Evercore ISI: Sell-side institutional research franchise within Evercore providing macro, equity, and policy research to institutional clients. Broader platform with overlapping macro research product.
- Bloomberg Intelligence: Bloomberg's in-house research and analytics arm covering macro, equities, and sectors for institutional clients. Represents the scaled, bundled incumbent against which boutique research like MRB competes.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
MRB Partners social profiles
Digital presenceMRB Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
MRB Partners leadership team
Management profileNumber of profiles
Profiles1 record
MRB Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MRB Partners 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 MRB Partners
What does MRB Partners do?
MRB Partners is an independent financial research firm that produces integrated, global, and multi-asset investment strategy research for institutional investors. Its core output consists of published research reports and analyst coverage covering equity market forecasts, valuation analysis (e.g., S&P 500 metrics, return on equity trends), sector rotation recommendations, and macroeconomic research including the impact of AI-related capital expenditures on U.S. GDP growth.
When was MRB Partners founded?
MRB Partners was founded in 2010. It employs 11 to 50 people.
Where is MRB Partners based?
MRB Partners is headquartered in Montréal, Canada, in the North America region.
How does MRB Partners make money?
One revenue line is on record: financial Research Services.
Who are MRB Partners's main competitors?
Direct peers on record are Gavekal Research, Ned Davis Research, Cornerstone Macro, Capital Economics, BCA Research, TS Lombard and Strategas Research Partners. Bianco Research is listed as an emerging player. Broad incumbents are Evercore ISI and Bloomberg Intelligence.
Does MRB Partners have an API?
No public API is recorded for MRB Partners.
What industry is MRB Partners in?
MRB Partners's product category is Financial Research and Investment Strategy Services. Its primary akta.pro industry code is FSACAGAA, Equity Research. Its NAICS code is 523940 and its SIC code is 6282.