MackeyRMS

Name

MackeyRMS

Legal name

Verity LLC

Website

https://mackeyrms.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Investment Research Management Software

NAICS

Software Publishers (513210), Portfolio Management and Investment Advice (523940), Software Publishers (51321)

SIC

Services-Prepackaged Software (7372), Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Model Hosting, Serving & Inference Platforms (HDAAACAB)

akta.pro secondary industries

Data, Analytics & AI Consulting (BPAHAEAF), Industry & Sector Research (Syndicated/Custom) (BPAHALAE)

Keywords

• Investment research software
• Research management platform
• ESG engagement tracking
• Fundamental investor tools
• Research workflow automation

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licensing (Subscription): VerityRMS and Verity products are licensed by the number of users and typically billed annually. Pricing can fit smaller teams as well as large investment firms. The company provides quote-based pricing through demos.

Pricing tiers

Distribution channels1 record

Marketing channels4 records

Core offering

MackeyRMS delivers SaaS-based investment research management software that captures, activates, and connects proprietary research notes, models, meeting records, and emails into a structured system for fundamental investors. The platform uses AI to synthesize team thinking across the full research history, integrates natively with productivity tools (Outlook, Excel, Word, Teams), market data providers (Bloomberg, S&P Global), and portfolio systems (Enfusion), and is sold on a per-seat annual subscription basis to investment firms ranging from startups to global multi-strategy funds.

Product overview

Verity is a unified platform comprising VerityRMS (core investment research management software), VerityData (high-integrity primary datasets including inFilings, InsiderScore, Data Feeds, and SEC Filings API), and VerityESG (engagement tracker for ESG and impact investing). The platform also includes MCP Server for AI tool connectivity and a No-Code Admin Toolkit. VerityRMS serves as the central hub for research efficiency, knowledge sharing, and decision-making, while VerityData provides complementary data intelligence products.

Differentiator

Problem solved

Functional benefit

Brands

• VerityRMS: Investment research management software - central hub for research efficiency, knowledge sharing, and decision-making for fundamental investors.
• VerityESG
• VerityData

Products and services

• VerityRMS Investment research management software for fundamental investors that captures, activates, and connects research to firm workflows, data, and tech stack. Built for equities, credit, and multi-manager workflows with AI-ready research infrastructure including native MCP server support.
• VerityESG Engagement tracker for ESG and impact investing, designed specifically for asset managers.
• VerityData High-integrity primary datasets platform with time-saving technology and expert analysis, bundling inFilings, InsiderScore, Data Feeds, SEC Filings API, and MCP Server offerings.
• inFilings SEC filings data product within the VerityData platform for accessing and analyzing regulatory filings.
• InsiderScore U.S. insider trading data, tracking, alerts, and analysis tool within the VerityData platform.
• Data Feeds Data feeds service for accessing VerityData datasets programmatically.
• SEC Filings API API access to SEC filings data for programmatic integration within the VerityData platform.

Quantifiable outcome

• Firms typically go live within days or weeks with research activated on day one
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability4 records

Feature12 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• BloombergcoreTechnology or IntegrationBloomberg is integrated as a market data provider. VerityRMS connects with Bloomberg for market data alongside analyst research and third-party data in unified dashboards.
• EnfusioncoreTechnology or IntegrationEnfusion portfolio management system integration. VerityRMS connects with Enfusion for seamless portfolio management workflow integration.
• MicrosoftcoreTechnology or IntegrationDeep Microsoft ecosystem integration including Outlook, Teams, Excel, and Word add-ins. Integration with Microsoft infrastructure ensures no process change for analysts already using Microsoft tools.
• S&P GlobalcoreTechnology or IntegrationS&P Global market data integrated as the standard data provider within VerityRMS dashboards and data views.
• TMX GroupflagshipOthersTMX Group is the parent company of Verity. Verity, now a TMX company, helps investment firms generate alpha, cut inefficiencies, and reduce risk with high-performance investment research products.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• AlphaSense: AlphaSense is an AI-powered market intelligence and research platform for enterprises, including investment firms. It competes directly with VerityRMS in research capture, AI synthesis, and enterprise search for investment professionals.
• SS&C Eze (Eze Software): SS&C's Eze platform provides order management, execution, and investment research workflows for buy-side firms. It is a direct peer in investment workflow software for asset managers and hedge funds, with overlapping research and portfolio management functionality.
• Tegus: Tegus (now part of AlphaSense) provides expert call transcripts and primary research for institutional investors. It is a direct peer in the investment research management and synthesis category, particularly for fundamental investors.
• Sentieo: Sentieo (acquired by AlphaSense) was a research management and financial search platform for investment professionals. It is a direct peer in AI-enabled research search and document management for fundamental investors.
• YCharts: YCharts provides investment research, analytics, and data visualization tools for asset managers and advisors. It is a direct peer in research and analytics workflow software serving investment professionals.

Broad incumbents

• S&P Global Market Intelligence: S&P Global Market Intelligence provides data, analytics, and research solutions to investment professionals. Both a strategic partner and broad incumbent competitor, offering overlapping research and analytics capabilities with significantly larger scale.
• Bloomberg: Bloomberg Terminal is the dominant workflow platform for investment professionals, with integrated research, data, and analytics. Functions as both a core integration partner for VerityRMS and a broad incumbent that could build competing research management features.
• FactSet: FactSet provides portfolio analytics, research, and data workflows to investment managers. It is a broad incumbent with overlapping research, analytics, and workflow capabilities serving the same institutional buyer base.

Emerging players

• Koyfin: Koyfin is a financial research and data platform targeting investment professionals with charting, analytics, and research workflows. An emerging player with partial overlap in fundamental research and analytics for institutional and advisor clients.
• Wall Street Horizon: Wall Street Horizon provides corporate event data and earnings intelligence to investment professionals. An emerging player with adjacency in the data feeds layer that complements Verity's VerityData product line.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/MackeyRMS
• Facebookfacebook.com/mackeyrms

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 MackeyRMS