BamSEC
BamSEC is a New York-based SaaS platform providing SEC filings and earnings transcript research tools to institutional investors, including investment banks and private equity firms, now integrated with AlphaSense.
- Company typePrivate
- Founded-
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What BamSEC does
BamSEC operates a financial research platform focused on SEC filings and earnings transcripts, serving institutional investors including investment banks and private equity firms. The company is structured as a Delaware LLC (BamSEC, LLC), headquartered in New York, with a small team of 1-10 employees. The platform delivers tools for screening, document search, table extraction, collaboration, and organization of regulatory filings and corporate earnings call content, with subscribers reportedly numbering in the thousands across enterprise customers such as Barclays, Credit Suisse, J.P. Morgan, KKR, Carlyle, Apollo, and TPG.
The business operates as a B2B SaaS with both monthly and annual subscription tiers, supported by a 7-day free trial of the BamSEC Pro offering. The pricing model, combined with an enterprise-skewed customer base, suggests a per-seat revenue mechanics targeting professional research analysts. Co-founder and CEO Stan Mishchenko leads the company. No public disclosure of revenue, funding, or headcount growth was identified in the available material.
A significant strategic shift is evidenced by BamSEC "joining forces" with AlphaSense, with privacy policy and trial sign-up flows now redirected to the AlphaSense platform. This integration positions BamSEC's filings and transcripts capability inside a larger enterprise market intelligence ecosystem, materially extending its distribution surface and product context beyond what its standalone scale would support.
BamSEC firmographics
Firmographics- Name
- BamSEC
- Legal name
- BamSEC, LLC
- Website
- https://bamsec.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- BamSEC is a New York-based SaaS platform providing SEC filings and earnings transcript research tools to institutional investors, including investment banks and private equity firms, now integrated with AlphaSense.
- Ownership category
- akta.pro rank
BamSEC industry classification
Industry- Product category
- Financial Research Software
- NAICS
- Web Search Portals, Libraries, Archives, and Other Information Services (519)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where BamSEC is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
BamSEC business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales
Revenue model
- Subscription Revenue: SaaS subscription model with monthly and annual payment plans. Offers a 7-day free trial of BamSEC Pro to attract new customers. Paid plans require credit card on signup.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | BamSEC Pro - 7-Day Free Trial |
| Subscription | Annual | Monthly and Annual Paid Plans |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
BamSEC product offering
Product offeringCore offering
BamSEC is a SaaS financial research platform that aggregates SEC filings and earnings transcripts and equips investment professionals with purpose-built tools for screening issuers, searching across documents, extracting historical data from tables, collaborating on specific document passages, and organizing credit agreements and press releases. It is sold primarily via subscription (BamSEC Pro), with a 7-day free trial as the entry point.
Product overview
BamSEC is a unified financial research platform offering a comprehensive suite of tools for working with SEC filings and earnings transcripts. The platform consists of a core product with multiple feature modules including Screening Tools (for investment idea discovery), Document Search (cross-filing text search), Table Tools (historical data extraction), Collaboration Features (document referencing), Organization Features (intelligent document browsing), and Other Features (alerts, comparisons, highlights). The service is available through a free trial (BamSEC Pro tier) and serves both investment banks and buy-side firms. BamSEC has joined forces with AlphaSense, integrating its platform into the AlphaSense ecosystem.
Differentiator
Problem solved
Functional benefit
Products and services
- BamSEC SaaS financial research platform providing investment banks and buy-side firms with screening, full-text document search, historical table extraction, document collaboration, and intelligent browsing across SEC filings and earnings transcripts.
- BamSEC Pro Paid premium subscription tier of BamSEC available via a 7-day free trial and subsequent monthly or annual subscription, providing access to the full feature set of the platform for professional financial research.
Companies that use BamSEC
Customer profileNamed customers13 records
Segments2 records
Ideal customer profiles3 records
BamSEC technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
BamSEC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- AlphaSensecoreBamSEC and AlphaSense have joined forces to provide enhanced financial research capabilities. This partnership integrates BamSEC's SEC filing and earnings transcript tools with AlphaSense's broader research platform. The BamSEC website now redirects to AlphaSense for trial requests and privacy policy.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
BamSEC competitors and assessment
Company assessmentEmerging players
- Tegus (now part of AlphaSense): Expert-call transcript library used widely by the buy-side for primary research. While more focused on expert interviews than filings, it is an AlphaSense sibling product addressing overlapping analyst workflows around qualitative company research.
Direct peers
- Sentieo (now part of AlphaSense): Financial research and document search platform for analysts — a direct comp on AI-enabled search across filings and transcripts. Was acquired by AlphaSense in 2022, making it a sibling to BamSEC within the same AlphaSense ecosystem.
- AlphaSense: Market intelligence and financial research platform that has formally joined forces with BamSEC. Both serve investment and corporate-research professionals with tools to search across filings, transcripts, broker research, and proprietary content; BamSEC now operates as a specialty brand within AlphaSense's broader stack.
- Calcbench: Specialty platform for structured financial-statement analysis of SEC filings, popular with auditors and accounting-focused analysts. Directly competes with BamSEC on extracting and comparing historical financial data across filings.
- Octus (formerly Reorg Research): Specialty research platform for leveraged finance and distressed-debt professionals, providing deep analysis of credit agreements and filings. Shares BamSEC's model of purpose-built document tooling for a specific finance vertical (credit/structured finance vs. broader SEC filings).
- 10-K Wizard (SEC Analytics): Long-standing SEC filings search and analytics platform used by accountants, lawyers, and corporate finance teams. Direct comp to BamSEC on filings search, XBRL data access, and historical financial-statement retrieval.
Broad incumbents
- S&P Capital IQ (S&P Global): Enterprise financial data, filings, and analytics platform used widely across investment banks and the buy-side. Overlaps with BamSEC on SEC filings search, financial-statement extraction, and company screening, though as part of a much broader terminal/data offering.
- FactSet: Enterprise workstation for portfolio managers, bankers, and analysts combining market data, filings, transcripts, and analytics. Competes with BamSEC on cross-filing search and structured-financial-data workflows at large financial institutions.
- LSEG (Refinitiv): Workspace, Eikon, and World-Check products provide filings, transcripts, and analytics for financial professionals. Competes with BamSEC across enterprise financial-research workflows, particularly at large banks and asset managers.
- Bloomberg Terminal: The dominant sell-side and buy-side workstation with extensive SEC filings, transcripts, and document search capabilities (FA , LEAG, etc.). BamSEC positions itself as a more focused, faster alternative for filings/transcripts work; Bloomberg represents the bundled incumbent threat.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
BamSEC social profiles
Digital presenceBamSEC financial estimates
Financial estimateRevenue estimate
Valuation estimate
BamSEC leadership team
Management profileNumber of profiles
Profiles1 record
BamSEC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BamSEC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BamSEC
What does BamSEC do?
BamSEC is a SaaS financial research platform that aggregates SEC filings and earnings transcripts and equips investment professionals with purpose-built tools for screening issuers, searching across documents, extracting historical data from tables, collaborating on specific document passages, and organizing credit agreements and press releases. It is sold primarily via subscription (BamSEC Pro), with a 7-day free trial as the entry point.
Is BamSEC a public or private company?
BamSEC is a private company. It is classified as corporate owned and is currently operating.
When was BamSEC founded?
BamSEC was founded in -1. It employs 1 to 10 people.
Where is BamSEC based?
BamSEC is headquartered in New York, United States, in the North America region.
How does BamSEC make money?
One revenue line is on record: subscription Revenue.
Who are BamSEC's main competitors?
Tegus (now part of AlphaSense) is listed as an emerging player. Direct peers are Sentieo (now part of AlphaSense), AlphaSense, Calcbench, Octus (formerly Reorg Research) and 10-K Wizard (SEC Analytics). Broad incumbents are S&P Capital IQ (S&P Global), FactSet, LSEG (Refinitiv) and Bloomberg Terminal.
Does BamSEC have an API?
No public API is recorded for BamSEC.
What industry is BamSEC in?
BamSEC's product category is Financial Research Software. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 519 and its SIC code is 6282.