May 18th 2016 - by Bryan Marable
MAY 18, 2016 – TACOMA WA – RedQuarry first launched its Software as a Service (SaaS) investment research technology in 2014. The firm is founded by research director veteran Christoffer Tinsley, CFA, CAIA and former Microsoft design and UX pioneer Jared Potter.
RedQuarry’s blended heritage between technology and institutional investment research enables the firm to produce software that addresses important business issues facing investment advisors, broker dealers, and consultants. In April of 2016, the Department of Labor released new rules that are expected to dramatically shift the compliance environment for firms managing an estimated $500 Billion in assets.
“We want to help firms with the new fiduciary standards when it comes to research technology”, said Co-founder Jared Potter.
Since 2014, RedQuarry has quietly built their client base and software into a globally competitive platform. The financial technology company has gained more than 15 firms, over 175 seats, and over $20 billion in assets.
“This is a key milestone for us, we wanted to build a world-class product with a proven market. Reaching $20 billion confirms we are on the right track, but we are just getting started,” said Co-founder Christoffer Tinsley, CFA.
In order to meet growing demand RedQuarry has added key resources in client service, marketing, data integration, and software engineering. All new associates will operate from the firm’s home office.
Last week, RedQuarry launched an updated website with an expanded content platform.
“We strive to be a resource for the investment research community, whether they are a client or not, it doesn’t matter. Our mission is to improve research in our industry and delivering relevant and practical content is part of that”, said new co-CEO Patrick Adrian, CFA.
The second half of 2016 also marks the beginning of an expanded marketing strategy to channel partners like third party compliance agencies and the large custodian banks like Schwab and TD Ameritrade.
RedQuarry is a financial technology firm (http://www.redquarry.com) which offers customers tools to streamline their investment process. RedQuarry’s understanding and experience in the industry is unparalleled. The platform not only helps firms expand the breadth and depth of their research capability, but also helps meet expanding regulatory and compliance best practices.
To learn more about RedQuarry or to schedule a personal demo, please contact Patrick Adrian
For news and updates visit http://redquarry.com/insights
RedQuarry's cutting edge research management software is used by leading investment firms around the world to manage their investment process, due diligence files, documents, reporting, and research compliance.