B2i Technologies

What B2i Technologies does

B2i Technologies is a Plano, Texas-based private software company that has provided investor relations (IR) website solutions to U.S. public companies since 2000, positioning itself as one of the first SaaS providers for the IR market. Its platform is built around two integrated core products: IROffice, a publishing and content management layer that gives IR teams point-and-click control over automated financial data and curated IR content, and IRDisplay, a display-ready JavaScript API and WordPress plugin that delivers SEC filings, stock data, press releases, and disclosures into any website without iFrames or platform migration. Underlying the platform are integrations with all major press release wire services (Business Wire, PR Newswire, GlobeNewswire, Newsfile Corp., Accesswire), SEC EDGAR filing feeds, Google Cloud hosting with SOC II compliance, multi-factor authentication, and a guaranteed 99.99% uptime SLA with 24/7/365 monitoring.

B2i monetizes through three interlocking revenue streams: an annual subscription for the IR Website Essentials package (priced at $3,600/year for SEC filings, press releases, stock data, and branded email notifications); a Data as a Service layer (DataAnywhere) licensing individual data modules via the JavaScript API and WordPress plugin; and professional services for custom corporate/IR website design, hosting, and management, sold as one-time project fees or ongoing retainers. The company serves 400+ public companies across NYSE, Nasdaq, and OTC markets, including Lithia Motors, RideNow, Limbach, and Sharp, with named segments spanning IR executives/CFOs, micro and small-cap issuers, IR/PR agencies, and design/development firms. Distribution runs through direct inside sales (phone, email, Calendly demos) and a white-label partner program for design and IR agencies that embed B2i's technology in client projects.

The business is led by CEO Joe Dunlow and supported by a four-person leadership team (VP Business Development Amy Ostler, Client Services lead Mary Diroll, Creative Director Sam Chae). The company is bootstrapped with no disclosed institutional funding, no parent entity, and headcount in the 1-10 range. Strategic positioning emphasizes a 'flexibility-first' architecture (clients own their WordPress websites and content, avoiding vendor lock-in), modular pricing, and most recently an expansion into GEO (Generative Engine Optimization) services for AI-era search visibility, ESG/sustainability partnerships via a 2023 alliance with McAlan LC, and inclusion in the OTC Markets Premium Provider Directory in late 2024.

Name

B2i Technologies

Legal name

B2i Technologies, Inc.

Website

https://b2itech.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

B2i Technologies provides SaaS-based investor relations website solutions, including a content management platform (IROffice), a JavaScript API and WordPress plugin (IRDisplay), and Data as a Service modules, serving 400+ U.S. public companies across NYSE, Nasdaq, and OTC markets through subscriptions, professional services, and a white-label partner program.

Ownership category

akta.pro rank

Product category

Investor Relations Website Software

NAICS

Public Relations Agencies (54182), Software Publishers (5132)

SIC

Services-Advertising Agencies (7311), Services-Computer Programming Services (7371)

akta.pro primary industry

Investor Relations (IR) Services (BPAFADAC)

akta.pro secondary industries

Investor Relations (IR) & Capital Markets Communications (MPAAADAH), Technology & B2B PR (BPAFADAI)

Keywords

• Investor relations software
• IR website solutions
• SEC filing data feeds
• Press release automation
• Corporate website design

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Annual Subscription (IR Website Essentials): Core annual subscription model. The base 'IR Website Essentials' package is priced at $3,600 per year and includes SEC filings, press releases, stock information, and email notifications. Full-service corporate IR website design, hosting, and management are sold as add-on services. Pricing is modular — clients pay for only the modules they need and expand incrementally. Annual billing is standard. The company also offers flat-rate press release wire services bundled with the subscription.
2. Professional Services (Design & Development): Custom corporate and IR website design and development services are sold as one-time project fees or ongoing retainers. The company also offers white-label software arrangements for partners. Timeline estimates range from 4–6 weeks for investor websites and 8–12 weeks for full corporate websites, with expedited services available.
3. Data as a Service (DaaS): DataAnywhere data feed modules (SEC filings, stock data, press releases) are delivered as a DaaS product. Companies can license individual data modules via the JavaScript API or WordPress plugin on an annual subscription basis. This is described as a separate Data as a Service layer distinct from website content ownership.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

B2i Technologies builds and operates investor relations (IR) technology for public companies, delivering custom WordPress-based corporate and IR websites, real-time IR data widgets (SEC filings, press releases, stock data) delivered via a JavaScript API or WordPress plugin, and the IROffice content management system. Offerings extend to add-on services including press release automation through major wire services, conference calls/webcasts, SEO/GEO optimization, web design, and brand asset creation. The platform is modular, allowing clients to own their websites and integrate IR data into existing sites without platform lock-in.

Product overview

B2i Technologies offers a modular platform architecture centered on two core technologies: IROffice (publishing and content management) and IRDisplay (display-ready integration layer). These work together to deliver a unified IR website solution where both automated financial data and custom IR content live in a single system. The platform integrates into any website via a JavaScript API or WordPress plugin, giving IR teams full control without developer dependencies. Supplementary modules include DataAnywhere (real-time data widgets), Press Release Automation with wire service integrations (Business Wire, PR Newswire, GlobeNewswire, Newsfile Corp., Accesswire), Conference Calls & Webcasts, SEO/GEO Services, Creative Services (web design, branding), and Email Notifications. The IR Website Essentials package ($3,600/year) serves as the entry-level offering, while White-Label IR Software enables agency partnerships. All solutions are designed for flexibility-first deployment, allowing companies to start modular and scale without platform lock-in.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate & IR Websites Full-service custom corporate and investor relations websites built on WordPress with integrated IR data feeds, secure cloud hosting on Google Cloud, content management, and real-time market data. Clients fully own their website design and content. Targets public companies seeking compliant, always-current IR communications.
• IROffice Publishing and content management platform providing IR teams with point-and-click control over both automated data feeds and curated content in real time. Enables content scheduling, email communications, contact management, and document management without developer skills. Used by IR professionals at public companies to maintain compliant IR websites without ongoing developer support.
• IRDisplay Display-ready integration layer providing a JavaScript API and WordPress plugin that delivers investor relations content (financial data, SEC filings, press releases, stock quotes, disclosures) to any website without iFrames or platform changes. Built for developers, design firms, and IR agencies embedding IR widgets into client sites.
• DataAnywhere Data-as-a-Service module providing real-time investor data widgets including SEC filings, press releases, stock quotes, financial reports, governance documents, leadership bios, event calendars, and other IR content. Delivered via embeddable modules through the JavaScript API or WordPress plugin on an annual subscription basis.
• SEO / GEO Services Technical SEO and LLM-driven Generative Engine Optimization (GEO) services to improve search visibility and discoverability in AI-powered search results. Includes site architecture, Core Web Vitals, schema markup, AI-tested Q&A content mapping, and semantic content frameworks for ChatGPT, Perplexity, Gemini, and AI Overviews. Offered to public company IR teams.
• Press Release Automation & Wire Services Automated press release publishing from major wire services (Business Wire, PR Newswire, GlobeNewswire, Newsfile Corp., Accesswire) directly to company websites and WordPress blogs, paired with corporate branded email notifications to subscribers. Targets public companies running disclosure workflows.
• Conference Calls & Webcasts Operator-assisted conference call services and webcast solutions for quarterly earnings calls and annual shareholder meetings. Includes live operator greetings, Q&A tools, MP3 recordings, transcriptions, and AGM solutions with pre-voting and real-time voting. Used by public companies for earnings and investor events.
• Web Design Services Custom corporate and investor website design services including information architecture, UX planning, responsive UI design, WordPress development, performance optimization, and ongoing maintenance. Sold to public companies as one-time or retainer-based engagements.
• Brand Assets & Creative Services Corporate branding services including logo design, brand color systems, typography, investor deck design (IPO, roadshow, NDR), corporate presentations, fact sheets, conference materials, and rebrand strategy for mergers or uplistings. Sold to public companies alongside IR website projects.
• White-Label IR Software White-label IR software solutions for design firms and IR/PR agencies, allowing partners to offer IROffice and IRDisplay-based data tools, content management, and optional full website services under their own brand. Priced individually with entry-level teaser positioning under $5/day.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability2 records

Partnerships

Five partnerships are on record, tiered flagship and core.

• OTC MarketsflagshipGTM or Marketing Partner · 18 December 2024B2i Technologies was included in the OTC Markets Premium Provider Directory, a curated list of trusted IR technology and service providers. The directory is used by OTC-listed companies to find vetted IR website and communications partners. Joe Dunlow appeared on the OTC Markets Advisor Insights podcast to discuss B2i's approach to IR website flexibility and investor engagement.
• McAlan LCcoreStrategic or Co-development Partner · 26 June 2023B2i Technologies and McAlan LC formed a strategic alliance in ESG and sustainability for public and private companies. The partnership combines B2i's IR website and digital communication tools with McAlan's ESG advisory services — including sustainability reporting, ESG strategy, SEC climate disclosure compliance, and GRI/SDG reporting standards. McAlan LC is a boutique firm with legal, accounting, and business expertise in sustainable business success.
• Design & Development Firms (Partner Program)coreChannel Partner/ Reseller/ DistributorB2i operates a formal white-label partner program for website design and development firms. Partners integrate B2i's IR data widgets, JavaScript API, and WordPress plugin into their own client projects, enabling them to bid on IR website projects directly without third-party competition. B2i provides development support, data feeds, and training.
• IR & PR Agencies (Partner Program)coreChannel Partner/ Reseller/ DistributorB2i's partner program empowers IR and PR agencies to offer IR website management as a value-added service. Agencies retain strategic control over client content while using B2i's point-and-click IROffice tools for content updates. The collaboration model is described as a 'win-win-win' for agencies, issuers, and B2i.
• Wire Services (Business Wire, PR Newswire, GlobeNewswire, Newsfile Corp., Accesswire)coreTechnology or IntegrationB2i integrates with major press release wire services — Business Wire, PR Newswire, GlobeNewswire, Newsfile Corp., and Accesswire — to automate press release ingestion, website publishing, and email notifications for public company disclosures.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Q4 Inc. Direct competitor offering IR websites, investor communications, and capital markets workflow tools to public companies. Closely comparable product category (IR websites, earnings workflows, analytics) and customer base, but operates at materially larger scale.
• Notified: IR and PR communications platform providing press release distribution (it owns GlobeNewswire and PR Newswire), IR websites, and earnings call solutions. Direct overlap with B2i's wire integrations, IR website, and webcast modules.
• Equisolve: Specialist IR website and shareholder services provider focused on small- and mid-cap issuers. Closely comparable niche target market and product set (corporate/IR websites, governance, transfer agent adjacent services).
• Issuer Direct: Provides investor relations, compliance, and communication solutions including IR websites, press release distribution, and transfer agent services. Directly comparable to B2i's modular subscription + services offering.

Broad incumbents

• Workiva: Cloud platform for SEC reporting, sustainability/ESG disclosure, and audit/IR workflows. Overlaps with B2i's filing-feed and ESG-adjacent capabilities but serves a more enterprise issuer base with broader compliance scope.
• Donnelley Financial Solutions (DFIN): Provides SEC filing, capital markets communication, and IR-related services to public companies and law firms. Comparable in serving IR and disclosure workflows at scale, with broader enterprise focus than B2i.
• S&P Global Market Intelligence: Through Capital IQ Pro and related products, provides investor data, IR workflow tools, and capital markets intelligence that competes for IR technology budgets. Significantly broader data and analytics scope than B2i.
• Computershare: Global transfer agent and shareholder services provider that also offers IR communications technology. Comparable in serving public company IR/communications workflows but at much larger scale and global footprint.
• American Stock Transfer & Trust Company: Transfer agent and issuer services firm offering IR website and communications tools adjacent to its core shareholder services. Comparable customer base of U.S. public issuers with a broader services portfolio.

Emerging players

• Diligent (Insightia / Governance Intel): Provides governance, ESG, and IR intelligence tools that increasingly overlap with IR workflow needs of public companies. Adjacent rather than head-to-head, but represents an emerging integrated IR/governance platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/b2itechnologies
• LinkedInlinkedin.com/company/b2i-technologies-inc.
• Instagraminstagram.com/b2itechnologiesinc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 B2i Technologies