Wolfe Research

Wolfe Research is a premier research boutique and affiliated broker dealer with a commitment to strategic growth. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Consumer Research and Product Research, so expect those to show up in the feature set. As a mid-sized company team themselves (201 to 500 people), they tend to serve customers of a similar scale best.

Wolfe Research is based in New York, New York and around since 2008. Their site is wolferesearch.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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