About

Solley provides institutional investors with value-added equity research produced by a growing network of independent analysts and boutiques. They provide trading services through which asset managers direct brokerage business as payment for the research. They share the commissions with their research partners.

By focusing solely on institutional research, without ties to investment banking or proprietary trading, their experienced research sales professionals and sales traders are able to distribute neutral, conflict-free ideas and insights from a variety of accomplished analysts. They also provide their clients with anonymous and timely execution services through their seasoned sales trading team.

In addition to marketing and distributing their ideas to a broad body of clients, they furnish their research providers with a complete set of partner services, including editing, compliance and publishing support.

Their outsourced approach to research distribution provides substantial benefits to:

    • Research providers
    • Investment decision makers
  • Trading desks

They currently employ 59 individuals, including 34 sales and trading professionals with substantial experience marketing and distributing equity research to major asset managers. They represent over 40 analysts who average 15 years of experience and currently publish research on 230 stocks. In addition, their quantitative products cover more than 3,500 companies.

Solley has received venture capital from its management, Bessemer Venture Partners and several strategic partners in the financial services industry.