Intelligize
Intelligize is an AI-powered SEC compliance and analytics platform, serving public companies, pre-IPO private companies, law firms, and accounting firms with proprietary deep-tagged SEC filings and the Protégé conversational AI engine, operating as a subsidiary of RELX Inc.
- Company typePrivate
- Founded2007
- HeadquartersReston, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Intelligize does
Intelligize is an AI-powered SEC compliance and analytics platform that serves publicly traded companies, private companies preparing for IPO, law firms, and accounting and consulting firms. The platform unifies a curated corpus of 17.9M+ SEC filings, 55,000+ accounting standards documents, SEC comment letters, ESG reports, earnings transcripts, and firm memos — with indexing extending back to paper SEC filings in 1960 and electronic EDGAR filings from 1994. Its core products include the Intelligize+ AI platform, the Protégé AI engine (launched March 2025), API data integration, and specialized modules for SEC filings research, accounting standards, ESG disclosure, peer benchmarking, board profiles and compensation, and pre-IPO readiness. Underlying technology combines proprietary deep tagging and advanced filtering with retrieval-augmented generation (RAG) that grounds conversational AI responses in authoritative SEC sources and exposes verifiable citations at every step.
Intelligize operates a subscription-based enterprise SaaS model with custom annual pricing, sold through a direct enterprise sales motion supplemented by self-serve trials and API integrations. The company claims penetration across nearly 60% of the Fortune 500, 87% of the Am Law 100, and 100% of the Big Four accounting firms, with named customers spanning technology, insurance, biotechnology, energy, and executive compensation consulting. It is a wholly owned subsidiary of RELX Inc. (with trademarks registered to RELX), operates its headquarters from 101 Park Avenue in New York, and was founded in 2007 with a headcount in the 101–250 range. The company does not disclose standalone financials and is privately held under the RELX corporate umbrella.
Intelligize firmographics
Firmographics- Name
- Intelligize
- Legal name
- Intelligize
- Website
- https://intelligize.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Intelligize is an AI-powered SEC compliance and analytics platform, serving public companies, pre-IPO private companies, law firms, and accounting firms with proprietary deep-tagged SEC filings and the Protégé conversational AI engine, operating as a subsidiary of RELX Inc.
- Ownership category
- akta.pro rank
Intelligize industry classification
Industry- Product category
- SEC Compliance Research Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)
Keywords
Where Intelligize is headquartered
LocationHeadquarters
- HQ city
- Reston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Intelligize business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Subscription Platform Access: Annual or multi-year subscription-based access to the Intelligize+ AI platform providing SEC compliance research tools, AI-powered analysis, and access to comprehensive content libraries including SEC filings, comment letters, accounting standards, and regulatory guidance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with personalized demo and trial options |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Intelligize product offering
Product offeringCore offering
Intelligize sells the Intelligize+ AI subscription platform, an AI-powered SEC compliance and analytics product that combines precision search across 17.9M+ curated SEC filings with the Protégé conversational AI engine for natural-language research, disclosure benchmarking, and citation-linked analysis. The core offering is delivered through enterprise annual subscriptions and is targeted at public companies, private/IPO-bound companies, law firms, and accounting and consulting firms.
Product overview
Intelligize is an AI-powered SEC compliance and analytics platform operated by LexisNexis (RELX Inc.) that serves public companies, private companies, law firms, and accounting and consulting firms. The platform operates as a unified platform-plus-modules architecture centered on Intelligize+ AI, which is powered by the Protégé AI engine. The core platform combines precision search across curated SEC filings with AI-driven conversational research capabilities. Additional specialized modules include SEC Filings Research Tool for EDGAR document navigation, Accounting Solutions for GAAP/FASB/IFRS guidance, ESG Disclosure Research for environmental and governance benchmarking, Peer Benchmarking for disclosure comparison, Board Profiles & Compensation for proxy analysis, Pre-IPO Readiness for private company preparation, and API Data Integration for programmatic access. The platform's customer base includes nearly 60% of the Fortune 500, 87% of the Am Law 100, and 100% of the Big Four accounting firms.
Differentiator
Problem solved
Functional benefit
Products and services
- Intelligize+ AI Core AI-powered subscription platform combining precision search across 17.9M+ SEC filings with natural-language conversational analysis for SEC compliance research, disclosure benchmarking, and citation-linked analysis. Targeted at public companies, private companies, law firms, and accounting and consulting firms.
- Protégé AI Multi-turn conversational AI assistant that powers research and analysis within Intelligize+ AI, supporting complex disclosure questions through iterative refinement while preserving analytical context and delivering structured outputs aligned to reporting and compliance workflows.
- API Data Integration
Quantifiable outcome
- Hours of research done in a matter of minutes
- +2 more outcomes
Companies that use Intelligize
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles4 records
Intelligize technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature7 records
Intelligize partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- RELX Inc.coreRELX Inc. is the parent company of Intelligize. The company operates as a subsidiary under the RELX corporate umbrella, with Intelligize, LexisNexis, and related brands serving as registered trademarks of RELX Inc.
Scale indicators10 records
Recent moves6 records
Expansion highlights5 records
Intelligize competitors and assessment
Company assessmentEmerging players
- AlphaSense: AI-powered market and competitive intelligence platform used by enterprises and financial firms. Emerges as a partial competitor to Intelligize for AI-driven research across filings, transcripts, and broker research.
- Kira Systems: AI contract and document analysis platform used by law firms and enterprises. Adjacent competitor in legal AI with overlapping enterprise customer base (Am Law 100, Big Four) but different primary use case.
Direct peers
- LexisNexis: Sister company under RELX Inc. providing legal and regulatory research content. Direct overlap with Intelligize in legal/regulatory research, with potential for cross-sell and product overlap.
- Donnelley Financial Solutions (DFIN): Provides ActiveDisclosure and SEC filing preparation software alongside capital markets compliance tools. Directly competes with Intelligize for SEC reporting, drafting, and compliance workflows at large filers.
- Workiva: Cloud platform for SEC reporting, ESG disclosures, and audit/financial reporting. Competes directly with Intelligize in the SEC filing and disclosure workflow, particularly for public companies and SOX/compliance teams.
Broad incumbents
- LSEG (Refinitiv): Global financial data and workflow provider (formerly Refinitiv/Workspace). Comparable to Intelligize in providing filings, regulatory, and accounting content to financial and corporate professionals at scale.
- Thomson Reuters: Owner of Westlaw, Practical Law, and Regulatory Intelligence — directly comparable to Intelligize for legal and SEC compliance research, with a much broader content portfolio and global footprint.
- Wolters Kluwer: Major provider of compliance, regulatory, and legal software (e.g., TeamMate, OneSumX, CCH). Overlaps with Intelligize in SEC-style compliance research and accounting workflow tooling for large enterprises and accounting firms.
- Bloomberg Intelligence: Bloomberg's research and analytics arm serves similar buy-side and corporate users with deep financial filings data, comparable to Intelligize on financial disclosure research at the enterprise level.
- S&P Global (Capital IQ Pro): Capital IQ Pro delivers financial filings data, transcripts, and analytics for public companies. Comparable to Intelligize on the data and benchmarking side, though broader in financial research than SEC-specific compliance.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Intelligize social profiles
Digital presenceIntelligize compliance and trust
Trust signalCompliance1 record
Intelligize financial estimates
Financial estimateRevenue estimate
Valuation estimate
Intelligize leadership team
Management profileNumber of profiles
Profiles1 record
Intelligize funding detail
Funding detailFunding overview
Funding rounds3 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Intelligize 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 Intelligize
What does Intelligize do?
Intelligize sells the Intelligize+ AI subscription platform, an AI-powered SEC compliance and analytics product that combines precision search across 17.9M+ curated SEC filings with the Protégé conversational AI engine for natural-language research, disclosure benchmarking, and citation-linked analysis. The core offering is delivered through enterprise annual subscriptions and is targeted at public companies, private/IPO-bound companies, law firms, and accounting and consulting firms.
Is Intelligize a public or private company?
Intelligize is a private company. It is classified as corporate owned and is currently operating.
When was Intelligize founded?
Intelligize was founded in 2007. It employs 101 to 250 people.
Where is Intelligize based?
Intelligize is headquartered in Reston, United States, in the North America region.
How does Intelligize make money?
One revenue line is on record: saaS Subscription Platform Access.
Who are Intelligize's main competitors?
Emerging players on record are AlphaSense and Kira Systems. Direct peers are LexisNexis, Donnelley Financial Solutions (DFIN) and Workiva. Broad incumbents are LSEG (Refinitiv), Thomson Reuters, Wolters Kluwer, Bloomberg Intelligence and S&P Global (Capital IQ Pro).
Does Intelligize have an API?
Yes. Intelligize offers API Data Integration as a solution that allows customers to programmatically access and integrate SEC filings, regulatory content, and analytics data. The API enables automated retrieval of SEC company filings, SEC comment letters, securities regulations, and other compliance-related content sets. Developer documentation is at www.intelligize.com/solution/apis.
What industry is Intelligize in?
Intelligize's product category is SEC Compliance Research Software. Its primary akta.pro industry code is HDAAAGAH, Financial Services Personalization (Banking, Investing, Insurance). Its NAICS code is 513210 and its SIC code is 7372.