Turnkey Solutions For
Independent Analysts
Sell-side Back Office
New Businesses
Turnkey Solutions For Independent Analysts
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State-of-the-Art Technology Stack
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Full Compliance Services
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Branding, Marketing, & Website Development
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Access to Our Global Sales Team & Connections
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Capital Market Advisory Services
Vertically-Integrated Technology Stack
- Custom branded website, PDF notes, emails, & more
- All-in-one note publishing & email distribution to subscriber lists, Refinitiv, Factset, Bloomberg, & other dissemination platforms
- Word document upload & optimization options
- Option for tiered subscriptions & limited note visibility
- Custom dashboards for note viewership, sales pipelines, invoices & deals, & more
- Integrated CRM for tracking leads, opportunities, subscribers, & sales
Customized Compliance Programs
- Access to a complete team of compliance specialists & quality control experts
- Customizable & bulletproof research disclosures
- Wholly-owned FINRA / SIPC member firm
- Event assistance & speaker attestation process
- Customizable to buy- & sell-side businesses
In-House Branding, Marketing & Website Development
- Access to financial services trained designer & copywriter for assistance with logos, letterhead, banners, business cards, print materials & brand guidelines
- Development capabilities for website building, customization & optimization
- Press release & media connections – our analysts have been featured in Business Insider, Bloomberg, CNBC, Forbes, & many other web, print & televised publications
- Social media assistance & ghostwriting available
Proven Sales Process
- Formally transition existing clients to your new business
- Use our full technology stack & our carefully curated CRM system to identify, track, and manage new leads
- Convert leads into clients by systematically moving them through the Analyst Hub sales funnel
- Track client product consumption for upsell opportunities and manage subscription renewal process
- One-on-one consulting to help roll out new offerings, expand coverage, coordinate corporate access events, & more
Capital Market Advisory Services
(In partnership with Analyst Hub Securities, LLC Member FINRA / SIPC)
Help source independent research providers for production and distribution of research on your company
Institutional investor introductions to increase awareness of your company
Private and public company outsourced IR and CFO services
Private and public company capital raising
Private and public company m&a advisory
Read What Some of Our Partners Have to Say
5/5
"Value over the last couple of decades has been created by empowering people and the underlying content. We have seen it in tech, media, and the transportation industries. Analyst Hub is the first and best platform to see that value created in the financial services industry. I’m excited to be a part of the journey and look forward to more creative disruption, courtesy of Mike and the excellent team he has assembled at Analyst Hub."
"The Analyst Hub platform is the ideal product for analysts to independently offer value added research and services, without the drag of operating inside a legacy broker dealer. Both the buy side and sell side benefit from better access and pricing transparency for those services."
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