The Nuvo Group

What The Nuvo Group does

The Nuvo Group, Inc. is a privately held, founder-controlled financial printing and SEC filing services firm headquartered in Midtown Manhattan at Two Grand Central Tower. Founded by Managing Partners Fred Jaffe and Tony Barletta, the company delivers on-demand financial printing and binding, SEC EDGAR filing services, iXBRL tagging and submission, press release distribution, proxy design and production, mailing services, and Virtual Data Room services for financial institutions, law firms, and public companies.

The company's product surface spans seven professional services (Press Release Distribution, Proxy Design & Production, SEC EDGAR Filings, Financial Printing, Virtual Data Room, iXBRL Filings, Mailing Services) and three digital tools (a custom File Upload Tool supporting up to 100 GB transfers, an iXBRL Previewer with validation and roll-forward mapping, and a VDR accessed through a ShareVault partnership that provides SOC 1/SOC 2 infrastructure, AES-256 encryption, digital shredding, and integrations into Box, Dropbox, Google Drive, SharePoint, OneDrive, and DocuSign). Underlying technology is primarily partnership-sourced (ShareVault for VDR) plus workflow and tooling built around SEC EDGAR Next compliance requirements.

Nuvo operates a sales-led enterprise go-to-market targeting bulge-bracket banks (JP Morgan, Morgan Stanley, Goldman Sachs, Citi, HSBC, Deutsche Bank, Barclays, Rockefeller Capital Management), major law firms (Sidley, Akin Gump, Clifford Chance, Cadwalader, Skadden), and consumer issuers (Foot Locker, Peloton). Pricing is quote-based for most services with disclosed multi-year contracts, supplemented by flat-fee pricing on integrated press release distribution offers and a recurring/subscription component for Virtual Data Rooms. The company states an average team tenure of 50 years in financial printing and reports 54% three-year revenue growth, earning Inc. 5000 recognition in 2024.

Name

The Nuvo Group

Legal name

The Nuvo Group, Inc.

Website

https://thenuvogroup.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

The Nuvo Group is a privately held, founder-led financial printing and SEC EDGAR filing services firm based in New York that serves major banks, law firms, and public companies with on-demand printing, iXBRL filings, proxy production, press release distribution, mailing, and Virtual Data Room services.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Printing Services: On-demand printing and binding services for financial documents and investor communications including annual reports, proxy statements, and commercial real estate listings.
2. SEC EDGAR Filing Services: Expert filing services ensuring compliance and accuracy with SEC regulations, including EDGAR Next transition support.
3. Virtual Data Room Services: Secure document sharing platform with state-of-the-art security features for due diligence and transactional document sharing.
4. iXBRL Filing Services: Precise tagging, editing, and submission of iXBRL filings with comprehensive validation and review capabilities.
5. Press Release Distribution: Global distribution of press releases to media outlets, journalists, analysts, and trade publications with flat-fee pricing.
6. Mailing Services: Financial printing and mailing services for secure on-time delivery of financial documents including local NYC, nationwide, and international shipping.
7. Proxy Design & Production Services: Design and production services for proxy statements to boost participation and communicate corporate goals.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

The Nuvo Group provides financial printing, SEC EDGAR filing services, and investor communications for leading global financial institutions. The company delivers on-demand printing and binding of financial documents (annual reports, proxy statements, commercial real estate listings), expert EDGAR filing and iXBRL tagging services, Virtual Data Room solutions (via ShareVault partnership), proxy design and production, press release distribution, and mailing services with local NYC, nationwide, and international reach.

Product overview

The Nuvo Group offers a comprehensive suite of financial printing, SEC EDGAR filing, and investor communications services for global financial institutions. The portfolio consists of seven core service offerings (Press Release Distribution, Proxy Design & Production Services, SEC EDGAR Filings, Financial Printing Services, Virtual Data Room Services, iXBRL Filings, and Mailing Services) complemented by three digital tools (File Upload Tool, Virtual Data Rooms via ShareVault partnership, and iXBRL Previewer). Additionally, the company provides SEC resource materials including filing form templates and a filing calendar. The services are delivered with a focus on accuracy, compliance, and trusted expertise for publicly traded companies navigating SEC regulations.

Differentiator

Problem solved

Functional benefit

Products and services

• Press Release Distribution Press distribution services for private companies, public companies, and agencies with a global distribution network reaching media outlets, journalists, analysts, and trade publications. Priced on a flat-fee basis for integrated offerings.
• Proxy Design & Production Services Proxy statement design and production services to evolve the annual meeting and proxy process, boost participation, and clearly communicate corporate goals with tailored designs, regulatory compliance, enhanced clarity, and end-to-end support.
• SEC EDGAR Filings Expert SEC EDGAR filing services ensuring compliance and accuracy, including EDGAR Next transition support, trained account administrators, and secure processes aligned with the September 2025 compliance deadline.
• Financial Printing Services On-demand printing and binding services for all financial documents and investor communications including annual reports, proxy statements, and commercial real estate listings. Uses the same software as clients for seamless document modifications.
• Virtual Data Room Services Intuitive and customizable Virtual Data Room interface providing powerful document control capabilities with state-of-the-art security features including digital shredding, customized watermarking, and complete audit trail. Powered by ShareVault partnership for double-layered security with SOC 1 & SOC 2 compliance and AES-256 encryption.
• iXBRL Filings Precise tagging, editing, and submission of all iXBRL filings with initial mapping, auto roll forward mapping, collaborative review, real-time XBRL/iXBRL/HTML views, data linking, and two levels of validation.
• Mailing Services

Quantifiable outcome

• 54% growth rate over 3 years recognized by Inc. 5000

Named customers15 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature3 records

Partnerships

One partnership is on record.

• ShareVaultcoreTechnology or IntegrationStrategic partnership with ShareVault to offer premium Virtual Data Room services with double-layered security. ShareVault provides SOC 1 & SOC 2 compliant infrastructure with AES-256 encryption, comprehensive permissioning protocols, and integration capabilities with Box, Dropbox, Google Drive, Microsoft SharePoint, OneDrive, and DocuSign.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Donnelley Financial Solutions (DFIN): The largest dedicated financial printing and SEC EDGAR filing services provider in the U.S., directly competing with The Nuvo Group across EDGAR filing, iXBRL tagging, financial printing, and translation services for the same bank, law firm, and public-company customer base.
• Toppan Merrill: Major global financial printing and SEC filing competitor, formed from the merger of Merrill and Toppan's solutions businesses. Competes head-to-head with Nuvo on EDGAR/iXBRL, financial printing, and regulatory reporting for large enterprises and law firms.
• Workiva: Cloud-based platform for SEC filings, iXBRL tagging, and connected reporting. Overlaps with Nuvo's iXBRL and EDGAR filing services and increasingly serves as an in-house alternative that competes with outsourced agents for the same filer customers.
• Datasite (formerly Merrill Datasite): Leading Virtual Data Room provider for M&A due diligence, directly competing with Nuvo's ShareVault-powered VDR offering for the same law firm, PE, and corporate development buyer personas.
• Intralinks (SS&C): Enterprise Virtual Data Room platform acquired by SS&C, competing for the same M&A, capital markets, and secure document sharing engagements that drive Nuvo's VDR revenue.
• CSC (Corporate Service Company): Provides SEC filing agent services, registered agent representation, and entity management to public and private companies, directly overlapping with Nuvo's EDGAR filing and proxy services.

Broad incumbents

• Broadridge Financial Solutions: Diversified financial services infrastructure giant offering investor communications, proxy, regulatory reporting, and document distribution at global scale. Serves the same financial-institution and public-company customer base as Nuvo but across a much broader product portfolio.
• Donnelley (legacy RR Donnelley / LSC Communications): Heritage commercial and financial printing conglomerate whose financial printing business spun off into DFIN; remaining commercial printing capabilities and historical customer relationships still intersect with Nuvo's service lines.

Emerging players

• Firmex: Mid-market Virtual Data Room provider focused on M&A due diligence, competing with Nuvo's VDR service particularly for middle-market deals where Nuvo's enterprise-grade positioning is less differentiated.
• Ansarada: AI-enabled Virtual Data Room and deal-making platform targeting M&A and capital markets workflows, increasingly overlapping with Nuvo's VDR and document management use cases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/wearenuvo
• LinkedInlinkedin.com/company/the-nuvo-group
• Instagraminstagram.com/thenuvogroup
• Facebookfacebook.com/thenuvogroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 The Nuvo Group