Investment Research Platform Global Market Report 2025

The investment research platform market size has grown rapidly in recent years. It will grow from $5.62 billion in 2024 to $6.5 billion in 2025 at a compound annual growth rate (CAGR) of 15.7%. The growth in the historic period can be credited to increasing demand for data-driven investment decisions, rising participation from institutional and retail investors, expansion of digital financial services, regulatory compliance needs, and the requirement for real-time market intelligence.

The investment research platform market size is expected to see rapid growth in the next few years. It will grow to $11.51 billion in 2029 at a compound annual growth rate (CAGR) of 15.4%. The growth in the forecast period can be credited to rising demand for real-time data and insights, growing adoption of cloud-based platforms, expansion of retail and institutional investor groups, integration of alternative data sources, focus on automated portfolio management, and regulatory encouragement for digital investment tools. Major trends in the forecast period include the use of AI and machine learning, incorporation of big data analytics, improved real-time market insights, development of cloud-based platforms, personalization supported by predictive analytics, progress in mobile and API-based solutions, and improvements in cybersecurity solution.

The increasing digitization of financial services is expected to propel the growth of the investment research platform market going forward. Digitization of financial services refers to the use of digital technologies to modernize and automate traditional financial operations such as banking, payments, and investments, making them faster, more efficient, and easier for customers to access online. Digitization of financial services is rising due to the growing demand for convenient and instant access to financial solutions through digital and mobile platforms. Investment research platforms support the digitization of financial services by providing data-driven insights and analytical tools that enable online investment decision-making and portfolio management. For instance, in July 2024, according to the European Central Bank, a Germany based central bank, the number of contactless card payments in the second half of the year rose by 16% in 2023, reaching 23.2 billion compared to the same period in 2022. Therefore, the increasing digitization of financial services is driving the growth of the investment research platform market.

Major companies operating in the investment research platform market are focusing on developing advanced products such as artificial intelligence powered research platforms to boost investment literacy, enhance decision making confidence, and reduce information overload and market confusion. Artificial intelligence powered research platforms refer to advanced digital tools that aggregate, analyze, and simplify complex market data to provide retail investors with clear, actionable insights. For instance, in September 2025, StockGro, an India based investment advisory platform, launched Stoxo, an AI powered stock market research engine designed for retail investors. It is designed to democratize market intelligence by using sophisticated AI to analyze stocks, providing users with easy to understand research, summaries, and conviction metrics. It includes features such as an AI powered chatbot for instant queries and personalized watchlists, enabling seamless navigation of the stock market without constant manual research.

In May 2024, S&P Global Inc., a US based capital market company, acquired Visible Alpha Inc. for an undisclosed amount. With this acquisition, S&P Global aims to enhance its fundamental investment research and analytics capabilities by integrating Visible Alpha’s deep industry and segment consensus data into its Capital IQ Pro platform, creating a more comprehensive research offering for investors. Visible Alpha Inc. is a US based investment research technology company that specializes in providing consensus forecast estimates, key performance indicators, and analytics through investment platforms.

Major players in the investment research platform market are S&P Global Inc., Fidelity National Information Services Inc., SS&C Technologies Holdings Inc., SimCorp A/S, Refinitiv Limited, Addepar Inc., Visible Alpha Inc., TradingView Inc., Boosted.ai Inc., YCharts Inc., Bloomberg L.P., Investor’s Business Daily LLC, Xapien Ltd., Smartkarma Innovations Pte. Ltd., Inovestor Inc., Investera Inc., Trendlyne Inc., Limina Financial Systems AB, Koyfin Inc., and Daizy Tech Ltd.

North America was the largest region in the investment research platform market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in investment research platform report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa. The countries covered in the investment research platform market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report’s Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.

The rapid escalation of U.S. tariffs and the resulting trade tensions in spring 2025 are significantly impacting the financial sector, particularly in investment strategies and risk management. Heightened tariffs have fueled market volatility, prompting cautious behavior among institutional investors and increasing demand for hedging instruments. Banks and asset managers are facing higher costs associated with cross-border transactions, as tariffs disrupt global supply chains and dampen corporate earnings, key drivers of equity market performance. Insurance companies, meanwhile, are grappling with increased claims risks tied to supply chain disruptions and trade-related business losses. Additionally, reduced consumer spending and weakened export demand are constraining credit growth and investment appetite. The sector must now prioritize diversification, digital transformation, and robust scenario planning to navigate the heightened economic uncertainty and protect profitability.

The investment research platform market research report is one of a series of new reports that provides investment research platform market statistics, including the investment research platform industry global market size, regional shares, competitors with the investment research platform market share, detailed investment research platform market segments, market trends, and opportunities, and any further data you may need to thrive in the investment research platform industry. This investment research platform market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.

An investment research platform is a digital or software based system that offers investors, analysts, and financial professionals the tools and data needed to assess investment opportunities. It provides access to market data, financial reports, analytics, news, research material, and modeling tools that assist users in making informed investment decisions. These platforms combine real time data, portfolio tracking, and forecasting functions to support both institutional and individual investors.

The primary elements of an investment research platform are software and services. Software refers to digital applications and tools created to help investors, analysts, and financial institutions gather, examine, and interpret financial data. It can be deployed through modes such as cloud based and on premises and is used in areas such as equity research, fixed income research, alternative investments, portfolio management, risk analysis, and others. It serves end users such as institutional investors, asset management firms, banks, hedge funds, retail investors, and others.

The investment research platform market consists of revenues earned by entities by providing services such as financial data aggregation, analytics, reporting, and research workflow management. The market value includes the value of related software tools and solutions sold by the service provider or included within the service offering. The investment research platform market also includes sales of equity research tools, portfolio analysis software, financial data analytics platforms, market intelligence dashboards, investment screening tools, and forecasting and modeling software. Values in this market are ‘factory gate’ values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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