Publishing Data Management

Financial Document Publishing Servicespubdata.com

Company typePrivate
Founded1970
HeadquartersNew York, United States
Headcount51–100
GTM typeB2B
OfferingServices

Publishing Data Management firmographics

Firmographics

Name: Publishing Data Management
Legal name: Publishing Data Management, Inc.
Website: https://pubdata.com
Company type: Private
Founded year: 1970
Operating status: Operating
Headcount range: 51–100 employees
Ownership category
akta.pro rank

Publishing Data Management industry classification

Industry

Product category: Financial Document Publishing Services
NAICS: Document Preparation Services (56141), Other Publishers (51319), Software Publishers (5132)
SIC: Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Miscellaneous Publishing (2741)
akta.pro primary industry: Content Governance, Compliance, Retention & eDiscovery (HDAEAGAJ)
akta.pro secondary industry: Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data) (FSAAAMAL)

Keywords

Document publishing
Financial publishing
SEC EDGAR filing
XBRL conversion
Shareholder reporting

Where Publishing Data Management is headquartered

Location

Headquarters

HQ city: New York
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Publishing Data Management business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

Document Publishing Services: Professional services for publishing solutions including shareholder reports, prospectuses, fact sheets, performance sheets, proxies, database design and management, document design, desktop publishing, and custom programming. Services are tailored to client needs with cost-effective technologies.
Software Platform Licensing: Licensing and use of ProofPlus® platform for document proofing, blacklined proofs generation, and EDGAR II file creation. Includes access to automated XML and XBRL conversion tools.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Quote-based engagement

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Publishing Data Management product offering

Product offering

Core offering

Publishing Data Management provides automated document publishing solutions and services for financial services, institutional/retail investment, variable annuity, and book/periodical publishing clients. Its flagship offering is the ProofPlus® platform, which automates XML/XBRL/iXBRL conversions, blacklined proof generation, and SEC EDGAR/EDGAR II filing production. The company complements this software with custom document production services including shareholder reports, prospectuses, fact sheets, performance sheets, proxies, database design, desktop publishing, and multilingual/multiversion content delivery.

Product overview

Publishing Data Management is a document publishing technology company founded in 1970 that has evolved through multiple generations of technology. The company offers ProofPlus® as its core document publishing platform, supplemented by a suite of related document production services including automated XML and XBRL conversions, financial document typesetting, database design management, and SEC EDGAR/EDGAR II filing capabilities. The company serves the financial services sector with specialized solutions for shareholder reports, prospectuses, fact sheets, performance sheets, proxies, and regulatory filings.

Differentiator

Problem solved

Functional benefit

Brands

ProofPlus®: Automated document publishing tool for financial documents with automatic XML and XBRL document conversions, blacklined proofs, and EDGAR II file generation.

Products and services

ProofPlus® A document publishing platform that provides automated XML and XBRL conversions, automatic blacklined proofs, and EDGAR II file generation for financial reporting, targeted at financial services firms with SEC filing obligations.
Financial Document Publishing Services Production of shareholder reports, prospectuses, fact sheets, performance sheets, and proxies for financial services, institutional investment, retail investment, and variable annuity clients.
SEC EDGAR Filing & XBRL Conversion Services Filing financial documents with the SEC in EDGAR or EDGAR II (standard and redline) formats, with automatic XML, XBRL, and Inline XBRL (iXBRL) conversions for regulatory submissions.
Database Design and Management Services Database design and management for client publishing operations, including data analysis, website usage tracking, and automated report generation and delivery to specified users.
Desktop Publishing and Document Design Services Document design, desktop publishing, print production, and electronic output services for books, periodicals, and corporate publishing clients.
Custom Programming Services Custom programming and system integration to tailor document publishing, content management, and automated reporting solutions to client-specific needs and corporate cultures.

Companies that use Publishing Data Management

Customer profile

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Publishing Data Management technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

Publishing Data Management partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Publishing Data Management competitors and assessment

Company assessment

Direct peers

Workiva: Cloud-native platform for SEC filing, XBRL/iXBRL tagging, and collaborative financial reporting. Closest direct competitor to PDM's ProofPlus®, targeting the same enterprise financial-reporting workflow with a modern SaaS delivery model.
Typefi: Automated document composition and publishing platform specializing in structured financial and regulatory publishing. Directly comparable to PDM's ProofPlus®-led workflow for automating multilingual, structured, financial publishing.
Donnelley Financial Solutions (DFIN): Specialized financial communications and SEC filing services firm offering EDGAR filing, typesetting, and translation for capital markets transactions. Directly competes with PDM in typesetting, EDGAR submission, and compliance document prep for financial issuers.

Emerging players

Smart Communications: Cloud document generation platform focused on regulated industries (financial services, insurance, healthcare). Adjacent to PDM's compliance-driven document automation, but targeting the modern SaaS buyer rather than legacy typesetting.
Conga: Document generation, contract automation, and CLM platform with significant financial-services adoption. Adjacent to PDM's automated financial-document workflows, but competes from a modern digital Document Generation / CPQ base.

Broad incumbents

Toppan Merrill: Large-scale financial printing and SEC EDGAR filing services provider serving mutual funds, corporates, and law firms. Overlaps with PDM on EDGAR II typesetting, XBRL production, and regulatory document delivery, but at meaningfully larger scale.
RR Donnelley: Major commercial printing and document services firm with a legacy financial communications practice. Overlaps with PDM on prospectus, proxy, and shareholder-report typesetting, but operates at much greater scale and across many verticals.
Merrill Corporation (now part of DFIN): Long-standing provider of document management and SEC filing services to capital markets and legal clients. Historically direct comparable to PDM on financial typesetting, deal document management, and EDGAR filing before integration into DFIN.
Broadridge Financial Solutions: Public financial-services infrastructure provider handling proxy communications, regulatory filing, and investor communications at scale. Comparable to PDM's financial-services document routing and disclosure workflow offering, though far broader in scope.
Wolters Kluwer: Global information services and compliance publishing conglomerate (CCH, Tagetik, OneSumX). Comparable to PDM in serving compliance and financial-reporting workflows, but with enterprise SaaS scale and a much broader product portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Publishing Data Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Publishing Data Management leadership team

Management profile

Number of profiles

Publishing Data Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Publishing Data Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Publishing Data Management

What does Publishing Data Management do?

Is Publishing Data Management a public or private company?

Publishing Data Management is a private company. It is classified as unknown and is currently operating.

When was Publishing Data Management founded?

Publishing Data Management was founded in 1970. It employs 51 to 100 people.

Where is Publishing Data Management based?

Publishing Data Management is headquartered in New York, United States, in the North America region.

How does Publishing Data Management make money?

Two revenue lines are on record. Document Publishing Services are the primary driver. The others are software Platform Licensing.

Who are Publishing Data Management's main competitors?

Direct peers on record are Workiva, Typefi and Donnelley Financial Solutions (DFIN). Emerging players are Smart Communications and Conga. Broad incumbents are Toppan Merrill, RR Donnelley, Merrill Corporation (now part of DFIN), Broadridge Financial Solutions and Wolters Kluwer.

Does Publishing Data Management have an API?

No public API is recorded for Publishing Data Management.

What industry is Publishing Data Management in?

Publishing Data Management's product category is Financial Document Publishing Services. Its primary akta.pro industry code is HDAEAGAJ, Content Governance, Compliance, Retention & eDiscovery, with a secondary code of FSAAAMAL, Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data). Its NAICS code is 56141 and its SIC code is 7370.