Investment Research Platform Market Report 2026

The investment research platform market size has grown rapidly in recent years. It will grow from $6.5 billion in 2025 to $7.51 billion in 2026 at a compound annual growth rate (CAGR) of 15.5%. The growth in the historic period can be attributed to growth in institutional investment activity, expansion of global capital markets, increasing reliance on data-driven decision making, availability of digital financial data, rise of online investment platforms.

The investment research platform market size is expected to see rapid growth in the next few years. It will grow to $13.25 billion in 2030 at a compound annual growth rate (CAGR) of 15.2%. The growth in the forecast period can be attributed to increasing adoption of alternative data sources, rising demand for predictive analytics in investing, expansion of retail investor participation, growing integration of research platforms with trading systems, increasing focus on regulatory-compliant research workflows. Major trends in the forecast period include increasing use of ai-driven investment insights, rising demand for real-time market data integration, expansion of portfolio analytics and modeling tools, growing focus on risk and scenario analysis, enhanced personalization of research dashboards.

The rising digitization of financial services is expected to drive the growth of the investment research platform market in the coming years. Digitization of financial services involves the adoption of digital technologies to modernize and automate conventional financial activities such as banking, payments, and investments, making them faster, more efficient, and easily accessible online. This shift toward digitization is gaining momentum due to increasing demand for convenient and instant access to financial solutions through digital and mobile channels. Investment research platforms support this digital transformation by offering data-driven insights and analytical tools that facilitate online investment decisions 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 during the second half of 2023 increased by 16%, reaching 23.2 billion compared with the same period in 2022. Therefore, the growing digitization of financial services is fueling the expansion of the investment research platform market.

Major companies operating in the investment research platform market are concentrating on developing advanced solutions, such as artificial intelligence-powered research platforms, to improve investment literacy, strengthen decision-making confidence, and reduce information overload and market complexity. Artificial intelligence-powered research platforms are advanced digital tools that collect, analyze, and simplify large volumes of market data to deliver clear and actionable insights for retail investors. For instance, in September 2025, StockGro, an India-based investment advisory platform, launched Stoxo, an AI-driven stock market research engine tailored for retail investors. The platform aims to democratize market intelligence by using advanced AI to analyze stocks and provide users with easy-to-understand research insights, summaries, and conviction metrics. It also features an AI-powered chatbot for instant queries and personalized watchlists, enabling users to navigate the stock market efficiently without extensive manual research.

In May 2024, S&P Global Inc., a US-based capital markets company, acquired Visible Alpha Inc. for an undisclosed consideration. Through this acquisition, S&P Global seeks to strengthen its fundamental investment research and analytics capabilities by incorporating Visible Alpha’s in-depth industry and segment-level consensus data into its Capital IQ Pro platform, resulting in a more comprehensive research solution for investors. Visible Alpha Inc. is a US-based investment research technology company specializing in consensus forecast estimates, key performance indicators, and analytical insights delivered through investment platforms.

Major companies operating 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 (MarketSmith), Xapien Ltd., Smartkarma Innovations Pte. Ltd., Inovestor Inc., Investera Inc., Trendlyne Inc., Limina Financial Systems AB, Koyfin Inc., Daizy Tech Ltd.

North America was the largest region in the investment research platform market in 2025. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the investment research platform market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the investment research platform market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

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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