What Calcbench does

Calcbench is a New York-based financial data platform that processes XBRL-tagged SEC filings (10-Ks, 10-Qs, Proxies) and Earnings Press Releases into interactive, traceable datasets. Founded in 2011 by two former analysts and operating with 1-10 employees, the company delivers as-reported financial statements, point-in-time historical data, interactive disclosures, peer comparison tools, and earnings-release data within minutes of public filing. Its technology stack is built around XBRL ingestion and normalization, with three access modalities: a web-based platform, an Excel add-in, and a public API for programmatic integration.

The product surface addresses analysts' primary pain points around manual extraction, source traceability, and historical accuracy. Calcbench enables users to trace every number back to the original filing, determine "what the market knew and when" via point-in-time data, and run peer-group comparisons across periods. Distribution is primarily through direct enterprise sales with a two-week Premium trial, supplemented by a CFA Institute Investment Data Alliance partnership that grants free personal-use access to CFA Charterholders. Named user categories include buy-side and sell-side analysts, auditors, academics, corporate finance teams at Fortune 500 companies, quant researchers, major money management firms, and industry research firms.

Revenue mechanics are subscription-based, with annual billing on the Premium Suite, a freemium trial, and a free CFA Charterholder tier. Specific pricing is quote-based and not publicly disclosed. The company is privately held with no parent company, subsidiaries, public ticker, or disclosed equity investors beyond approximately $500,000 raised in a 2014 round and a non-cash MassChallenge participation in 2012. Co-founders Pranav Ghai (CEO) and Alex Rapp continue to lead the firm.

Name

Calcbench

Website

https://calcbench.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Calcbench is a New York-based financial data platform founded in 2011 that processes XBRL SEC filings and earnings releases into interactive, traceable, point-in-time datasets. It serves buy-side and sell-side analysts, auditors, academics, corporate finance teams, and quants via web, Excel, and API access.

Ownership category

akta.pro rank

Product category

Financial Data Analytics

NAICS

Software Publishers (513210)

SIC

Finance Services (6199)

akta.pro primary industry

Risk, Controls & Governance (GRC) Platforms (FSAFAOAG)

Keywords

• SEC filing analytics
• Financial data platform
• XBRL financial data
• Earnings release analysis
• Point-in-time data

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Premium Subscription: Calcbench operates on a subscription model offering Premium Suite access with enhanced features including Excel add-in capabilities, extended data access, and premium support. They offer a free two-week trial period for new users to evaluate the platform before committing to a paid subscription.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Calcbench is a subscription-based financial data platform that ingests SEC filings (10-Ks, 10-Qs, Proxies) and Earnings Press Releases via XBRL and renders them as interactive, point-in-time traceable financial statements. The product is delivered to analysts, auditors, academics, and corporate finance users through a web platform, an Excel add-in, and a public API, with Earnings Release Data processed within minutes of public filing.

Product overview

Calcbench is a financial data platform that provides access to SEC filings (10-Ks, 10-Qs, Proxies, Earnings Press Releases) and earnings release data. The platform operates as a unified system with multiple access methods: the core web-based platform for interactive analysis, an Excel add-in for spreadsheet integration, and an API for programmatic access. Key product modules include Financial Statements for as-reported filing access, Earnings Release Data for real-time earnings processing, Interactive Disclosures for text-level search, Point-in-Time Financial Data for historical analysis, and Peer Comparison for benchmarking. The platform is designed for buy-side/sell-side analysts, quants, auditors, academics, and corporate finance professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Statements (As-Reported) Access as-filed 10-Ks, 10-Qs, and Earnings Press Releases as they are filed, allowing users to read as-reported interactive financial statements traceable to source.
• Earnings Release Data Real-time earnings release processing that captures every number within minutes of hitting the wire, enabling same-day structured access to issuer-disclosed results.
• Interactive Disclosures Search and filter by individual disclosure section or topic to find deeper-level details in the text of SEC filings, supporting audit, research, and risk review workflows.
• Point-in-Time Financial Data Historical financial data showing what the market knew and when, enabling accurate backtesting and historical analysis of corporate disclosures.
• Peer Comparison Track financial data by peer group across time periods in a single view, enabling comparative analysis of multiple companies' financial trajectories.
• Calcbench Excel Add-in (Premium Suite) Premium-Suite Excel add-in that pulls SEC financial data directly into Excel, enabling analysts and quants to integrate Calcbench data into existing spreadsheet-based workflows.
• Web-Based Platform Web-based platform for accessing and analyzing SEC filings and earnings data online, including interactive financial statements, disclosures, point-in-time data, and peer comparison.
• Calcbench API Public API offering programmatic access to SEC filing data for quant workflows, automated research pipelines, and integration with proprietary trading and analytics systems.

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

One partnership is on record.

• CFA InstitutecoreGTM or Marketing PartnerCalcbench provides free personal use access to CFA Charterholders through the CFA Institute Investment Data Alliance. This partnership allows CFA members to access Calcbench's SEC filing data platform, expanding Calcbench's reach to the CFA professional community while providing a valuable member benefit.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• QuickFS: QuickFS delivers standardized financial statement data sourced from SEC filings to analysts and investors via web and API. Highly comparable niche competitor with similar XBRL-based fundamentals and point-in-time data positioning.
• AlphaSense: AlphaSense (formed via merger with Sentieo) provides an enterprise search and research platform for financial professionals, ingesting SEC filings, transcripts, and research. Directly competes for sell-side and buy-side analyst workflows that Calcbench targets.
• PitchBook: PitchBook provides financial data, research, and analytics on public and private companies, serving investment professionals with detailed financials. Comparable to Calcbench for institutional research and financial benchmarking workflows.
• Sentieo: Sentieo (now part of AlphaSense) built a financial research platform with document search across SEC filings and company financials. Closely overlaps with Calcbench's analyst workflow, financial statements, and disclosures search.

Broad incumbents

• Bloomberg Terminal: Bloomberg's terminal offers broad financial data including SEC filings, financial statements, and earnings. It dwarfs Calcbench in scope and serves the same institutional analyst base, though Calcbench differentiates on traceable XBRL and point-in-time accuracy.
• FactSet: FactSet provides integrated financial data and analytics including fundamentals, SEC filings, and peer comparison for buy-side and sell-side professionals. Operates broadly in Calcbench's market with a wider product portfolio.
• S&P Capital IQ Pro: S&P Capital IQ Pro delivers deep fundamentals, filings data, and peer screening for institutional research and corporate finance workflows. A larger incumbent in the same SEC filings and financial statement data category.
• LSEG (Refinitiv) Workspace: Refinitiv (now part of LSEG) Workspace offers fundamentals, filings, estimates, and analytics serving investment professionals globally. A broad incumbent competing for the same analyst and corporate finance use cases.
• Wolters Kluwer OneSource: OneSource provides corporate tax and compliance intelligence including entity and financial data. Overlaps with Calcbench in serving corporate finance professionals and auditors with structured financial information.

Emerging players

• Visible Alpha: Visible Alpha aggregates granular sell-side consensus and fundamental data sourced directly from corporates, serving investment analysts. Adjacent in institutional financial data, with overlap on detailed fundamentals and consensus modeling.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/calcbench
• Xx.com/Calcbench
• Facebookfacebook.com/Calcbench

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors1 record

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 Calcbench