Download: Client centricity 2.0 in Capital Markets: Singletrack Sell Side Report

About us

Your platform formore profitablecapital market relationships

Singletrack is the #1 CRM for leading independent investment banks and research providers.

We have a track record of generating value because our heritage is firmly rooted in capital markets. Founders Stuart Berwick and Paul Dyson, who had decades of experience driving innovation at global investment banks, saw the potential to apply on-demand technology and advanced analytics to the market. They developed Singletrack as a radical new approach to sell-side CRM, transforming the productivity of client engagement, roadshows and research distribution for institutional brokers, independent investment banks and research providers.

Today, Singletrack continues to pioneer technology solutions for capital markets engagement. Working with our clients, we’ve broadened our remit to include investment banking workflows and buy-side research management. We’re proud to support over 50 leading capital markets firms around the world. We have over 70 staff in 3 offices in the UK and USA and have earned a reputation for dynamic, innovative SaaS solutions that make for more profitable capital markets relationships.

Our History



Singletrack is founded


First mainland Europe client


First US client


4 of top 5 UK specialist investment banks now use Singletrack


New York office opens


First Australian client


10 new clients with MiFID/unbundling requirements


Launched buy side research management capabilities


Dedicated global support office opens in Newcastle, UK


Named in the Sunday Times Sage TechTrack 100


Launched corporate banking and M&A capabilities


20 clients in US


Passed the milestone of half a billion research distributions

Aggregators & Partners

At Singletrack, we specialise in on-demand software for capital markets engagement and research management. As innovators, we seek out partners with a similar ethos and expertise. We're proud to work with some of the best firms in the industry, and continue expanding our partner network as our clients and their business needs require. Together, we create an ecosystem that delivers accelerated growth for capital markets teams.

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