INTREorg SYSTEMS

What INTREorg SYSTEMS does

INTREorg Systems, Inc. is a US-based RegTech company (OTC Pink: IORG) headquartered in Southlake, Texas, founded in 2003, that delivers shareholder analytics, corporate compliance tooling, and advisory consulting to publicly traded issuers subject to SEC and FINRA oversight. The company is publicly listed but operates at micro-cap scale with 1-10 employees and approximately $497,000 in cumulative disclosed funding across its history.

INTREorg's product portfolio centers on two proprietary platforms. PISA™ (Public Issuer Stock Analytics) is the company's flagship shareholder-analytics tool, using proprietary algorithms and data feeds to evaluate movements in a public issuer's shares, issuances, and offerings, with features covering ownership trend tracking, individual shareholder reporting, and market manipulation monitoring. The INTREorg Corporate Tracker is a consolidated meta-data management tool that aggregates over 100 critical data points for compliance and corporate governance, with dynamic reporting, direct data access for board members and C-level executives, and output directly reportable to compliance entities including the SEC and FINRA. These platforms are complemented by high-touch advisory consulting services covering planning, corporate governance, board governance, and compliance certification.

INTREorg operates an enterprise field sales model, employing RegTech Specialists who respond to inbound inquiries within 24 hours and engage directly with C-suite executives and boards through a CEO Dashboard interface. Revenue is generated through a mix of subscription-based access to the PISA platform and Corporate Tracker, plus professional services consulting; no public pricing tiers are disclosed. The customer base is positioned around US public companies, with Life on Earth, Inc. (life sciences/biotechnology) the only named reference customer in the available data. The senior leadership team includes CEO/President/Director James J. Cahill (appointed November 16, 2018), CFO John Lepin, and Directors Richard Nummi (former SEC Senior Attorney), Robert J. Flynn Jr., and Thomas Lindholm.

Name

INTREorg SYSTEMS

Legal name

INTREorg Systems, Inc.

Website

https://intreorg.com

Company type

Public

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

INTREorg Systems is a publicly traded US RegTech firm providing shareholder analytics, compliance monitoring, and advisory consulting to public companies through its PISA™ platform and INTREorg Corporate Tracker, targeting SEC and FINRA regulatory obligations.

Ownership category

akta.pro rank

Product category

Regulatory Technology (RegTech) Compliance Software

NAICS

Software Publishers (51321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

GRC, Policy Management & Controls Testing (SOX/ICFR, audit management) (FSAGAFAM)

Keywords

• Shareholder analytics
• Regulatory compliance
• Corporate governance
• RegTech software
• SEC FINRA reporting

Headquarters

HQ city

Southlake

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform/SaaS Subscriptions: Subscription-based access to the PISA platform and INTREorg Corporate Tracker for shareholder analytics and compliance management.
2. Consulting Services: High-touch advisory consulting for planning, corporate governance, BOD governance, and compliance certification.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

INTREorg Systems sells proprietary RegTech software platforms—PISA™ (Public Issuer Stock Analytics) and the INTREorg Corporate Tracker—that deliver shareholder analytics and consolidated compliance meta-data for public companies. The platform tracks shareholder movements, ownership trends, and potential market manipulation, while consolidating over 100 critical data points for SEC and FINRA reporting and board-level governance. These software offerings are complemented by high-touch consulting services for corporate governance, BOD governance, and compliance certification.

Product overview

INTREorg Systems is a RegTech company offering a unified platform for shareholder analytics, corporate compliance, and consulting services for public companies. The core portfolio consists of two integrated products: PISA™ (Public Issuer Stock Analytics), a proprietary tool for tracking shareholder movements and market trends, and the INTREorg Corporate Tracker, a meta-data management tool providing over 100 critical compliance data points. These products are complemented by consulting services for corporate governance and compliance certification. The platform enables public companies to monitor shareholder activity, maintain regulatory compliance with SEC and FINRA requirements, and provide consolidated reporting to senior management and boards of directors.

Differentiator

Problem solved

Functional benefit

Brands

• PISA™: Public Issuer Stock Analytics - proprietary tool used to acquire data and create reports evaluating shareholder movements in public issuer shares, issuances and offerings.
• INTREorg Corporate Tracker

Quantifiable outcome

• $3.7 billion in disgorgement and penalties obtained by SEC in FY2017 (754 actions) — demonstrates the regulatory risk INTREorg helps companies avoid

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Refinitiv (LSEG): Refinitiv, now part of the London Stock Exchange Group, provides extensive ownership data, shareholder analytics, and corporate governance intelligence to public issuers and asset managers. It is the dominant broad-market incumbent that INTREorg's PISA product is positioned against in the shareholder-analytics niche.
• FactSet: FactSet offers portfolio analytics, ownership data, and corporate issuer intelligence to investment professionals and public-company IR teams. Comparable to INTREorg as an established data-and-analytics platform serving shareholder transparency and corporate disclosure workflows.
• S&P Capital IQ Pro: S&P Global Market Intelligence's Capital IQ Pro delivers issuer data, ownership analytics, and regulatory/compliance content for public companies and financial professionals. It overlaps directly with INTREorg's shareholder intelligence and corporate compliance data products.
• Bloomberg Terminal: Bloomberg provides ownership analytics, corporate governance data, and regulatory compliance content as part of its broader financial data terminal. It is a broad incumbent comparable to INTREorg for boardroom and C-suite financial intelligence workflows.
• Morningstar (Institutional Equity and Workplace Solutions): Morningstar provides ownership data, fund analytics, and governance research relevant to public-issuer investor relations and compliance teams. It overlaps with INTREorg's shareholder-analytics focus while operating as a much larger incumbent in adjacent financial data categories.

Direct peers

• Nasdaq IR Insight: Nasdaq IR Insight is a purpose-built investor relations and shareholder analytics platform for public issuers, offering ownership analysis, targeting, and peer benchmarking. It is the most direct functional competitor to INTREorg's PISA offering in serving public-company IR and governance teams.
• Workiva: Workiva provides a cloud-based platform for SEC reporting, governance, ESG, and audit/compliance management used by public companies. It is directly comparable to the Corporate Tracker side of INTREorg's product set, addressing the same compliance and corporate-governance reporting workflows.
• Diligent (Galvanize/ACL): Diligent offers a governance, risk, and compliance (GRC) SaaS platform used by boards and executives of public companies for compliance, audit, and entity management. Comparable to INTREorg's Corporate Tracker as a board-facing governance and compliance meta-data system.
• Institutional Shareholder Services (ISS): ISS provides corporate governance, proxy voting, and shareholder analytics to public issuers and institutional investors. It is directly comparable to INTREorg as a governance-and-shareholder intelligence provider, though at significantly greater scale.
• Glass Lewis: Glass Lewis provides independent governance research, proxy advisory, and shareholder analytics to public companies and investors. It is comparable to INTREorg as a shareholder-intelligence and governance data peer serving public-issuer clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/intreorgsystems
• LinkedInlinkedin.com/company/intreorg-otc-iorg-

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds2 records

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 INTREorg SYSTEMS