What RDG Filings does

RDG Filings, a division of Research Data Group Inc., is a U.S.-based SEC compliance services firm that supports publicly traded companies, mutual funds, foreign private issuers, broker-dealers, FERC-regulated entities, and private companies with electronic filing, structured data tagging, and document production requirements. The company traces its SEC compliance practice to 1985 and operates as the 5th largest full-service XBRL and EDGAR filing agent in the United States, serving 1,500+ clients including 300+ S&P 500 companies and processing 13,000+ SEC documents annually. RDG Filings is headquartered in Salem, Virginia, with additional offices in San Francisco, Boise, Roanoke, New York (press facility), and Canada, and maintains a fully U.S.-based workforce with no offshore outsourcing.

The company's core product is ThunderDome®, a proprietary SOC 2 Type 2 certified cloud platform that enables multi-user creation, editing, review, and direct submission of EDGAR documents to the SEC. Differentiated features include Arena™ real-time co-editing, LightningX accelerated iXBRL tagging, LINK direct Excel-to-document integration, and built-in validation/redlining. Adjacent modules cover EDGAR Filing Services, iXBRL Tagging (including FERC and FOCUS variants), RDG 16 for Section 16 Forms 3/4/5, Typesetting & Print, Web Hosting and Notice & Access, Performance Graphs, GlobeNewswire-powered Newswire distribution, and SEDAR+ TSX Reporting for Canadian filers. Specialized service lines address EDGAR Next® transition, Pay vs Performance disclosure, and IPO/SPAC/De-SPAC transactions.

RDG Filings operates a hybrid SaaS + professional services revenue model. Subscription revenue comes from ThunderDome® platform access, RDG 16 (flat-rate annual or as-needed pricing), and Web Hosting (starting at $350/quarter). Professional services revenue is generated from EDGAR document conversion, iXBRL tagging by AICPA-certified CPAs, typesetting/printing, and newswire distribution. GTM is enterprise field sales with a hybrid self-service/full-service motion, targeting S&P 500 issuers and large private companies through dedicated account managers and CPA-led onboarding. The company has remained privately held under consistent principal ownership with no disclosed institutional funding.

Name

RDG Filings

Legal name

Research Data Group Inc.

Website

https://rdgfilings.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

RDG Filings is a U.S.-based SEC compliance services firm and 5th-largest full-service XBRL/EDGAR filing agent, serving 1,500+ clients including 300+ S&P 500 companies through its proprietary ThunderDome® cloud platform and expert CPA-led tagging services.

Ownership category

akta.pro rank

Product category

SEC Compliance Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC) (HDABAHAI)

akta.pro secondary industry

Reference Data Management (RDM) (HDAEADAE)

Keywords

• SEC compliance software
• EDGAR filing services
• XBRL tagging services
• Section 16 filings
• Regulatory financial reporting

Headquarters

HQ city

Salem

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. ThunderDome® SaaS Platform Access: Subscription-based access to the cloud-based ThunderDome® filing platform with multi-user collaboration, document management, and filing capabilities. Clients can choose between self-service portal management or full-service filing assistance.
2. EDGAR Filing Services: Full-service document conversion and electronic submission to the SEC. Expert handling of EDGAR formatting, document conversion, and submission for various SEC form types (10-Q, 10-K, 8-K, 20-F, proxies, ownership reports, etc.).
3. iXBRL Tagging Services: Expert XBRL and iXBRL tagging performed by US-based CPAs. Tagging of financial statements, footnotes, and disclosures with 99% error-free filing rate. Includes support through SEC comment letters and auditor reviews.
4. RDG 16 Section 16 Filing Platform: Cloud-based Section 16 filing solution for Forms 3, 4, and 5. Available as self-service portal or full-service filing option with flat-rate annual or as-needed pricing models.
5. Typesetting & Financial Printing: Full-service typesetting and financial printing for 10-Ks, Annual Reports, Proxies, and Transactional Documents. NYC-based press facilities with fast turnaround and high-quality printed materials.
6. Web Hosting & IR Sites: Web hosting services for XBRL documents and SEC filings with full XBRL and HTML viewer. IR website hosting including company profiles, stock information, and news headlines. Starting at $350 per quarter.
7. Newswire Services: Press release distribution through partnership with GlobeNewswire (Nasdaq). SEC-compliant distribution to financial portals, media outlets, and stock exchanges. Per-release or quarterly flat-rate pricing.
8. Performance Graphs: SEC Performance Graph compliance service including fast turnaround (3 business days), multiple formats, plot point tables, and peer group selection guidance.
9. SEDAR+ TSX Reporting: Canadian regulatory filing support for SEDAR+ and Toronto Stock Exchange (TSX) reporting requirements. Includes annual reports, interim filings, MD&A, AIF/MICs, and TSX disclosure documents.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

RDG Filings provides SEC compliance and EDGAR filing solutions through its proprietary cloud-based ThunderDome® platform, which enables multi-user document creation, editing, and filing for 10-K, 10-Q, 8-K, proxy, and Section 16 forms. The company complements the software with full-service XBRL/iXBRL tagging performed by US-based CPAs, financial typesetting and printing, web hosting for investor relations, performance graph preparation, newswire distribution, and Canadian SEDAR+/TSX regulatory reporting support.

Product overview

RDG Filings operates as a comprehensive SEC compliance platform with ThunderDome® as its core cloud-based SaaS product. ThunderDome® is a purpose-built SEC reporting platform designed to streamline the 10-K, 10-Q, 8-K, Section 16, and proxy filing process, featuring Excel-based workflows with linked spreadsheets, real-time collaboration via Arena™, and integrated XBRL/iXBRL tagging. The portfolio includes complementary service modules: EDGAR Filing Services for document conversion and electronic submission; iXBRL Tagging Services (including FERC and FOCUS-specific XBRL offerings) for structured data compliance; RDG 16 for Section 16 form filing; Typesetting & Print for financial document production; Web Hosting Services and Notice & Access for IR websites and proxy material hosting; Performance Graphs for SEC graph compliance; Newswire Services for press release distribution via GlobeNewswire; and SEDAR+ TSX Reporting for Canadian regulatory filings. Additional modules cover specialized compliance needs including IPO/SPAC/De-SPAC transactions, EDGAR Next® transition support, Pay vs Performance disclosure compliance, and Private Companies reporting. The platform supports over 13,000 SEC filings annually and serves 300+ S&P 500 companies.

Differentiator

Problem solved

Functional benefit

Brands

• ThunderDome®: Cloud-based SEC filing software platform that enables multi-user access to create, manage, edit, and file EDGAR documents with the SEC, featuring Excel linking, real-time collaboration, and XBRL/iXBRL tagging capabilities.
• Arena™
• RDG16
• LightningX

Products and services

• ThunderDome® RDG's proprietary cloud-based SEC filing platform that enables multi-user access to create, manage, edit, and file EDGAR documents with the SEC. Features Excel-based workflow with linked spreadsheets, real-time collaboration via Arena™, integrated XBRL/iXBRL tagging via LightningX, and direct SEC submission capabilities.
• EDGAR Filing Services Expert document conversion and electronic submission services to the SEC for publicly traded companies, mutual funds, and other required filers. Covers 10-Q, 10-K, 8-K, 20-F, proxies, and ownership reports.
• iXBRL Tagging Services Fully managed Inline XBRL tagging services performed by US-based CPAs with AICPA XBRL Fundamentals certification, targeting US GAAP and SEC taxonomies with a 99% error-free filing rate.
• RDG 16 Section 16 Filing Cloud-based Section 16 filing platform for creating, proofing, submitting, and managing Forms 3, 4, and 5 directly with the SEC, including automated share ownership calculations and reusable footnote/exhibit libraries.
• Typesetting & Print Full-service typesetting and financial printing for 10-Ks, Annual Reports, Proxies, and Transactional Documents, with 72-hour turnaround and on-demand digital press capabilities.
• Web Hosting Services SEC-compliant web hosting for XBRL documents and SEC filings with full XBRL and HTML viewer, plus Investor Relations webpage hosting including company profiles, stock information, and news headlines.
• Newswire Services Press release distribution through GlobeNewswire (A Nasdaq Company), providing SEC-compliant disclosure media distribution to financial portals, media outlets, and stock exchanges.
• Performance Graphs SEC Performance Graph preparation including peer group selection guidance, SEC-compliant text, plot point tables, and quarterly high/low price data, with 3-business-day turnaround.
• SEDAR+ TSX Reporting End-to-end SEDAR+ and Toronto Stock Exchange (TSX) reporting support for Canadian public companies, including annual reports, interim filings, MD&A, AIF/MICs, and TSX disclosure documents.
• IPO/SPAC/De-SPAC Services Specialized expertise and technology for Initial Public Offerings, SPAC formations, and De-SPAC transactions including S-1 preparation, XBRL compliance, Super 8-K filings, and SEC comment letter response support.
• EDGAR Next® Support Services Support services for the SEC's EDGAR Next transition, including enrollment assistance, individual account setup via Login.gov, multi-factor authentication configuration, and role-based access control management.
• Pay vs Performance Compliance

Quantifiable outcome

• Saves approximately 20 hours per filing period (client testimonial from BK Technologies)
• +4 more outcomes

Named customers4 records

Segments9 records

Ideal customer profiles8 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature9 records

Partnerships

One partnership is on record.

• GlobeNewswire (A Nasdaq Company)coreGTM or Marketing PartnerRDG Filings has partnered with GlobeNewswire to power their Newswire Services, enabling compliant press release distribution to financial portals, media outlets, and stock exchanges. This partnership allows RDG to offer integrated 8-K filing and press release distribution from a single source, with distribution to Bloomberg, Dow Jones, Reuters, Yahoo! Finance, major stock exchanges, and over 6,000 online news sites.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Workiva: Public cloud-native platform for SEC filings, XBRL/iXBRL tagging, ESG, and audit/collaboration. Directly competes with RDG Filings in the same EDGAR filing and structured-data workflow category, serving overlapping S&P 500 customers with a much larger product footprint.
• Donnelley Financial Solutions (DFIN): Public full-service SEC filing agent offering EDGAR conversion, XBRL tagging, typesetting, and Venue virtual data rooms. Competes head-to-head with RDG's full-service EDGAR, iXBRL, and print services for enterprise filers.
• Toppan Merrill: Major SEC filing and capital markets services provider (succeeding Merrill Corporation and Donnelley units). Offers EDGAR filing, XBRL/iXBRL, typesetting, and deal-related services directly competitive with RDG's core offerings.
• Certent (now part of Workiva): Pre-acquisition, Certent was a direct equity disclosure management and SEC filing software peer (Forms 3/4/5, 10-K, proxy). Its capabilities now overlap RDG's RDG 16 and EDGAR modules under the Workiva platform.

Broad incumbents

• Broadridge Financial Solutions: Large-cap financial services infrastructure provider with proxy, regulatory reporting, and communications products. Adjacent competitor in SEC disclosure and shareholder communications rather than a pure EDGAR filing agent.
• Wolters Kluwer: Global RegTech vendor offering OneSumX for Regulatory Reporting and XBRL/iXBRL solutions across multiple jurisdictions. Overlaps RDG's XBRL tagging and compliance infrastructure capabilities but serves a broader regulatory footprint.
• SS&C Technologies: Financial services technology provider with regulatory reporting, fund administration, and capital markets software (including Intralinks and Eze). Competes at the broader RegTech and workflow layer intersecting RDG's compliance platform.

Emerging players

• Regnology: Specialist RegTech vendor (formed from BearingPoint and Vizor Software) offering XBRL regulatory reporting and supervisory solutions, particularly strong in Europe. Emerging overlap with RDG in cross-border structured-data compliance.
• Datatracks: Outsourced XBRL/iXBRL tagging and regulatory reporting services firm serving US GAAP and IFRS filers. Direct overlap with RDG's iXBRL Tagging Services and FERC/FOCUS offerings as a similarly-sized specialist.

Regional players

• IRESS: Global provider of market data, trading, and regulatory reporting software primarily serving Australia, UK, and other non-US markets. Comparable in offering structured regulatory disclosures but geographically focused away from RDG's core US/Canada base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rdg-filings-inc.
• Xx.com/rdgfilings

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 RDG Filings