What Equisolve does

Equisolve Inc. is a privately held, Florida-based digital agency that builds and operates investor relations, corporate, ETF, and newsroom websites for more than 500 public companies in the United States and Canada. Its three core product lines — IR Websites (offered in four tiers from micro-cap to mega-cap), ETF Websites, and Corporate Websites — are delivered on a proprietary content management system purpose-built for SEC-regulated communications, including a patented restricted-access area for material non-public information, scheduled publishing of earnings releases, and real-time automated updates of SEC filings and press releases. The platform is differentiated by two granted patents covering real-time WCAG 2.2 AA accessibility remediation of filings/press releases and MNPI isolation, and is externally audited under ISO 27001, ISO 27018, SOC 2 Type II, and CSA STAR Level 2 with an IAAP Organizational Member designation.

Revenue is generated through subscription-recurring fees for design, development, hosting, ongoing content updates, and a stack of add-on modules — Accessibility as a Service (AaaS) using patented remediation, an Analytics platform with AI traffic intelligence and activist monitoring, AEO (AI Engine Optimization) prompt monitoring, and quarterly webcasting/teleconferencing. Distribution is direct enterprise sales via the company website (demo request form), phone, and a dedicated sales inbox, targeting IR officers, corporate communications teams, and ETF issuers at companies ranging from micro-caps to mega-caps such as The Coca-Cola Company, Equifax, Cummins, Ulta Beauty, Wyndham Hotels & Resorts, and Dollar Tree. The firm claims a 99% client retention rate and operates with 100% U.S.-based, Deque-trained, IAAP-certified client services staff delivering 24/7 proactive support. Founded in 2006 and headquartered in Palm City, FL, Equisolve is founder-led (CEO Tom Runzo, CTO/COO Eric Mason) with no disclosed venture capital or private equity backing.

Name

Equisolve

Legal name

Equisolve Inc.

Website

https://equisolve.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

51–100 employees

Short description

Equisolve is a privately held digital agency that designs, hosts, and maintains SEC-compliant investor relations, corporate, ETF, and newsroom websites for over 500 U.S. and Canadian public companies, sold via recurring subscriptions with patented accessibility technology, ISO/SOC 2 certifications, and 24/7 U.S.-based client services.

Ownership category

akta.pro rank

Product category

Investor Relations Websites

NAICS

Software Publishers (5132), Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industry

Digital Newsroom/CMS Platforms for Publishers (MPACAIAH)

Keywords

• Investor relations websites
• Corporate website solutions
• ETF website platforms
• Web accessibility services
• Investor analytics platforms

Headquarters

HQ city

Palm City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. IR Website Development & Hosting: Design, development, and ongoing hosting/maintenance of investor relations websites for public companies. Includes compliance management, security, accessibility, and 24/7 proactive client services. Revenue is recurring as clients pay ongoing fees for hosting and services.
2. ETF Website Platform: Design, development, and hosting of ETF fund websites with data feed management, SEC compliance (Rules 6c-11, 30e-1, 30e-3, 19a-1), marketing tools, and ongoing maintenance.
3. Corporate Website Solutions: Corporate website solutions for public companies that integrate with IR website functionality, including discovery, UX, content strategy, design, copywriting, development, and ongoing 24/7 maintenance.
4. Newsroom & Media Center: Newsroom and media center platform for maintaining company reputation and providing journalists with information and assets. Can be standalone or integrated with existing websites.
5. Accessibility as a Service (AaaS): Ongoing accessibility service including monthly scans, monthly remediation of HTML accessibility errors, manual reviews by IAAP-certified specialists at launch, real-time remediation of press releases and SEC filings, PDF remediation, and closed captioning/audio descriptions for additional fees.
6. Investor Analytics Platform: Analytics platform for investor relations and corporate communications providing visitor identification, AI traffic tracking, activist monitoring, and C-suite reporting.
7. Quarterly Webcasting & Teleconferencing: Operator-assisted webcasting and teleconferencing for quarterly earnings events including live audio with slides, Q&A management, registration URLs, dial-in numbers, and optional pre-recording.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Equisolve designs, develops, hosts, and maintains investor relations websites, corporate websites, ETF fund websites, and newsrooms for public companies of all sizes. The platform combines a proprietary IR-focused CMS, patented real-time accessibility remediation, SEC compliance workflows, and 24/7 U.S.-based client services, with subscription-based recurring revenue and optional add-on modules for analytics, accessibility, AI Engine Optimization, and quarterly webcasting.

Product overview

Equisolve is a compliance-focused website platform for public companies offering three core products — IR Websites, ETF Websites, and Corporate Websites — plus an integrated Newsroom & Media Center. These core products are supported by a proprietary content management system and 24/7 proactive client services. Add-on modules include Analytics (with AI traffic intelligence, activist monitoring, and AEO prompt monitoring), Accessibility as a Service (AaaS) using patented real-time remediation technology, Webcasting & Teleconferencing for quarterly earnings events, and Artificial Engine Optimization (AEO). The platform emphasizes WCAG accessibility standards, SEC regulatory compliance, ISO security certifications, and privacy compliance as foundational capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• Accessibility as a Service (AaaS): Real-time website accessibility solution for IR websites including SEC filings and press releases
• Equisolve Analytics
• Quarterly Webcasting & Teleconferencing
• AEO (Artificial Engine Optimization)

Products and services

• IR Websites Investor Relations websites designed for public companies, offered in tiers from micro-cap to mega-cap, built to WCAG 2.2 AA accessibility standards with SEC compliance, integrated security, MNPI protection, and a proprietary IR-focused CMS. Includes unlimited content updates, quarterly earnings updates, annual/semi-annual report postings, and 24/7 proactive client services.
• ETF Websites Design, development, and hosting platform for exchange-traded fund (ETF) websites with integrated data feed management, SEC compliance for Rules 6c-11, 30e-1, 30e-3, and 19a-1, daily NAV, yields, premium/discount disclaimers, annual/semi-annual reports, and a media center for investor engagement.
• Corporate Websites Corporate website solutions for public companies that integrate compliance, security, privacy, and accessibility, combining content strategy, UX design, copywriting, custom IR functionality, and 24/7 maintenance into a unified digital presence that can be combined with the IR Website product.
• Newsroom & Media Center Newsroom platform for journalists and stakeholders to access press releases, featured stories, events, media contacts, social media links, and press kit assets; positioned as the first newsroom with ISO 27001 and ISO 27018 certifications and end-to-end WCAG 2.2 AA accessibility, usable standalone or integrated with existing websites.
• Analytics Investor engagement analytics platform that identifies website visitors by name, email, and investor type; tracks AI vs. human traffic; monitors activist activity; provides C-suite-ready reports; and includes AEO prompt monitoring to verify AI citations back to the client's IR website.
• Accessibility as a Service (AaaS) End-to-end website accessibility service for IR websites, including patented real-time remediation of SEC filings and press releases, monthly automated scanning, monthly remediation of HTML accessibility errors by IAAP-certified specialists, PDF remediation, closed captioning, and audio descriptions, maintaining ongoing WCAG 2.2 AA compliance.
• Webcasting & Teleconferencing Quarterly earnings webcasting and teleconferencing service with fully operator-assisted live events, pre-recording capability, live Q&A management, custom branding, dial-in numbers, permanent registration URLs, and complete event reporting.
• Artificial Engine Optimization (AEO) Artificial Engine Optimization service ensuring IR website content is discoverable and cited by AI models (Perplexity, ChatGPT, Claude, Gemini, and others) as the authoritative source of truth for investor information, including prompt monitoring and technical AEO foundation verification.

Quantifiable outcome

• 99% client retention rate
• +2 more outcomes

Named customers20 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability5 records

Feature8 records

Partnerships

15 partnerships are on record, tiered core infrastructure and supporting.

• Amazon AWScore infrastructureTechnology or IntegrationAmazon AWS provides cloud infrastructure for Equisolve's platform, enabling hosting and delivery of client IR websites, ETF websites, and corporate websites with global content distribution.
• Googlecore infrastructureTechnology or IntegrationGoogle provides email service and document hosting for Equisolve's operations, supporting client communication and document management workflows.
• Microsoftcore infrastructureTechnology or IntegrationMicrosoft provides office software, cloud file hosting, and sharing capabilities for Equisolve's internal operations and client services.
• ElasticsearchsupportingTechnology or IntegrationElasticsearch provides search service hosting for Equisolve's platform, enabling search functionality across client websites.
• Freshdesk.comsupportingTechnology or IntegrationFreshdesk.com provides helpdesk system for Equisolve's client services operations, supporting ticket management and customer support workflows.
• Logz.iosupportingTechnology or IntegrationLogz.io provides log hosting and search capabilities for Equisolve's platform monitoring and operational analytics.
• Quotemediacore infrastructureTechnology or IntegrationQuotemedia provides stock quotes and stock charts data for Equisolve's IR website platform, enabling real-time financial data display for client websites in the United States and Canada.
• Sendgridcore infrastructureTechnology or IntegrationSendgrid provides email delivery services for Equisolve, enabling reliable automated email subscriber alerts and communications for client websites.
• InComm ConferencingsupportingTechnology or IntegrationInComm Conferencing provides webcasting and teleconferencing services for Equisolve's quarterly webcasting offering when this optional service is used.
• MessageBanksupportingTechnology or IntegrationMessageBank provides webcasting and teleconferencing services for Equisolve's quarterly webcasting offering when this optional service is used.
• OpenExchangesupportingTechnology or IntegrationOpenExchange provides webcasting and teleconferencing services for Equisolve's quarterly webcasting offering when this optional service is used.
• FormstacksupportingTechnology or IntegrationFormstack provides form hosting for Equisolve when certain optional services and website features are used.
• Cookie Management System ProviderssupportingTechnology or IntegrationEquisolve integrates with multiple cookie management systems at no charge including OneTrust, Osano, TrustArc, and Klara, enabling clients to manage cookie consent on their ETF and corporate websites.
• Dequecore infrastructureTechnology or IntegrationDeque provides professional training in WCAG accessibility standards for Equisolve's entire team including client services specialists, content strategists, designers, developers, and project managers. Key team members are also trained on document accessibility through Deque.
• IAAP (International Association of Accessibility Professionals)core infrastructureTechnology or IntegrationEquisolve is an IAAP Organizational Member, and key team members are IAAP certified as accessibility specialists. Manual reviews are conducted by IAAP-certified accessibility specialists at launch of each website.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Workiva: Workiva is a broad incumbent in SEC reporting, ESG, and audit/IR workflows for public companies. While it does not specialize in IR websites the way Equisolve does, it increasingly bundles connected investor communications and competes for the same corporate secretary/IR buyer budget.
• Computershare (Investor Services): Computershare's Investor Services division provides transfer agency, shareholder communications, and increasingly digital investor solutions for public companies globally, representing a large incumbent with overlapping IR-website and shareholder-communications capabilities.
• Donnelley Financial Solutions (DFIN): DFIN provides SEC filing solutions, financial printing, and communications services to public companies, and has expanded into digital communications. It is adjacent to Equisolve's IR and corporate communications work for regulated public-company buyers.
• Ipreo (a S&P Global Market Intelligence business): Ipreo, now part of S&P Global, provides IR websites, capital markets data, and workflow tools to public companies. It competes with Equisolve in IR website design and hosting while bundling the offering with broader capital-markets intelligence products.

Others

• Toppan Merrill: Toppan Merrill provides SEC filing, capital markets, and disclosure solutions to public companies. It is adjacent rather than directly competitive, but it sits in the same regulated-issuer procurement workflow and could expand into IR website services.

Direct peers

• Issuer Direct: Issuer Direct offers IR websites, shareholder communications, and disclosure services to public companies, positioning it as a head-to-head competitor in the US IR website market.
• Investis Digital: Investis Digital builds and hosts corporate and IR websites for public companies in Europe and globally, with a focus on digital communications and ESG reporting — directly overlapping Equisolve's corporate and IR website product lines.
• Q4 Inc. Q4 Inc. is the most direct competitor to Equisolve, providing IR websites, investor communications, and analytics for public companies. Both companies serve the same public-company IR buyer with hosted websites, SEC filing integration, and engagement analytics.

Emerging players

• Sodali & Co. Sodali provides IR advisory, shareholder services, and corporate governance consulting to public companies, with growing digital communications capabilities. It is a partial-overlap competitor in the broader IR services category that Equisolve serves.
• Georgeson: Georgeson specializes in shareholder services, proxy solicitation, and corporate governance advisory for public companies. While not a direct website competitor, it operates in the same IR buyer workflow and increasingly engages in digital shareholder communications.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/equisolve
• Facebookfacebook.com/equisolve-45790929309
• LinkedInlinkedin.com/company/equisolve

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Equisolve