Colonial Filings
Colonial Filings is a Utah-based SEC EDGAR filing agent and financial printer, in operation since 2006, serving US public companies, pre-IPO firms, Reg A issuers, and foreign private issuers with EDGAR submissions, XBRL/iXBRL tagging, and ancillary investor communications.
- Company typePrivate
- Founded2006
- HeadquartersSandy, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Colonial Filings does
Colonial Filings, a service brand of Colonial Stock Transfer Company, Inc., is a Utah-based SEC EDGAR filing agent and financial printer founded in 2006. The company operates as a professional B2B services provider with a horizontal segmentation approach, serving US public companies, pre-IPO firms, Regulation A issuers, and Foreign Private Issuers subject to new HFIAA Section 16(a) reporting requirements. Its core product is EDGAR Filing Services spanning registration statements, 10-K/10-Q annual and quarterly reports, 8-K current reports, Form D, crowdfunding, mutual fund, and Section 16 filings, supplemented by XBRL tagging and iXBRL inline-tagging services for structured financial data compliance.
The underlying technology stack comprises an in-house EDGAR HTML filing and conversion system, an iXBRL tagging platform that embeds structured data tags directly into HTML for SEC submission, and a proprietary document management capability called Easy Edit Technology that the company sells as a differentiator versus client-side DMS or DIY filing software. Service delivery runs through a dedicated account management model with a client portal (issuer.colonialstock.com), direct phone sales, and quote-based engagement. Distribution is direct via the corporate website with a multi-channel content marketing apparatus (blog, YouTube, LinkedIn, Twitter, Facebook, downloadable templates and calendars) targeting inbound demand from filers navigating EDGAR procedures, filing deadlines, and EDGAR Next changes.
Revenue is generated through professional services fees across six streams: EDGAR filings, XBRL/iXBRL tagging, financial printing with typesetting, newswire distribution, proxy and shareholder meeting services, and SEC filing webhosting. Pricing is quote-based with flat-rate unlimited EDGAR filing packages on multi-year contracts as a recurring-revenue lever; specific price points are not publicly disclosed. The firm is privately held with no disclosed funding rounds, no subsidiaries, no M&A activity, and management team data is absent from public sources, consistent with a small (11-50 employees), founder- or family-owned operator. Named reference customers include Bluesky AI, Inception Mining, Smart Matric, Spectral Capital Corp, Security National, and Mnitek, indicating a roster skewed toward small- and mid-cap issuers rather than large accelerated filers.
Colonial Filings firmographics
Firmographics- Name
- Colonial Filings
- Legal name
- Colonial Stock Transfer Company, Inc.
- Website
- https://colonialfilings.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Colonial Filings is a Utah-based SEC EDGAR filing agent and financial printer, in operation since 2006, serving US public companies, pre-IPO firms, Reg A issuers, and foreign private issuers with EDGAR submissions, XBRL/iXBRL tagging, and ancillary investor communications.
- Ownership category
- akta.pro rank
Colonial Filings industry classification
Industry- Product category
- SEC Filing & Compliance Services
- NAICS
- Document Preparation Services (56141)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
- akta.pro secondary industry
- Dividend, Interest & Distribution Services (FSACAKAD)
Keywords
Where Colonial Filings is headquartered
LocationHeadquarters
- HQ city
- Sandy
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Colonial Filings business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- EDGAR Filing Services: Professional services for preparing and submitting SEC EDGAR filings including Form 10-K, 10-Q, 8-K, S-1, and other regulatory filings. The company offers flat-rate unlimited EDGAR filing packages.
- XBRL/iXBRL Filing Services: XBRL tagging and iXBRL filing services for structured financial data compliance with SEC requirements.
- Financial Printing Services: High-speed financial printing services for annual reports, prospectuses, and investor communication materials including typesetting services.
- Newswire Distribution Services: Press release distribution and newswire services for investor communications.
- Shareholder Meeting and Proxy Services: Proxy statement filing and shareholder meeting coordination services.
- SEC Filing Webhosting Services: Automated SEC filing webhosting services for investor relations websites.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Flat-rate unlimited EDGAR filing packages |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Colonial Filings product offering
Product offeringCore offering
Colonial Filings operates as an SEC EDGAR filing agent and financial printer, preparing and submitting SEC regulatory filings such as 10-K, 10-Q, 8-K, S-1, Form D, and Section 16 reports on behalf of public and pre-IPO companies. The firm also provides XBRL and iXBRL tagging of structured financial data, high-speed financial printing and typesetting, press release distribution, shareholder meeting and proxy coordination, SEC filing webhosting, and investor mailing services, primarily delivered under flat-rate unlimited EDGAR filing packages via its proprietary Easy Edit Technology.
Product overview
Colonial Filings is a SEC EDGAR Filing Agent and Financial Printer offering a unified service platform that combines EDGAR filing services, XBRL/iXBRL financial data tagging, press release distribution, shareholder meeting proxy services, financial printing, and SEC filing webhosting. The core offering centers on EDGAR Filing Services supplemented by XBRL Filing Services (including iXBRL Filings), with ancillary services for complete investor communications and document management. The company differentiates through Easy Edit Technology, flat-rate unlimited EDGAR filing packages, and responsive customer support.
Differentiator
Problem solved
Functional benefit
Products and services
- EDGAR Filing Services Core SEC EDGAR submission service handling all EDGAR form types including registration statements, 10-K/10-Q annual and quarterly reports, 8-K current reports, Form D, crowdfunding filings, mutual fund filings, and Section 16 reporting software for insider filings. Targeted at SEC-registered public companies, pre-IPO issuers, and entities required to file with the SEC.
- XBRL Filing Services eXtensible Business Reporting Language tagging and filing service that converts financial statement data into structured, machine-readable XBRL format for SEC submissions. For SEC issuers requiring structured digital reporting compliance.
- iXBRL Filings Inline XBRL filing service that embeds XBRL tags directly into HTML documents, enabling both human-readable and machine-readable financial data in a single document for SEC compliance. For SEC issuers requiring inline XBRL submission.
- Press Release Distribution Services Newswire distribution service for disseminating corporate press releases and investor announcements to media outlets and investor audiences. For public companies and pre-IPO issuers needing to broadcast corporate news.
- Shareholder Meeting and Proxy Services Proxy services and shareholder meeting support for annual and special meetings, including proxy statement preparation, distribution, and meeting coordination. For public companies conducting shareholder votes and annual meetings.
- Financial Printing Services Professional financial printing services including high-speed printing and typesetting of annual reports, prospectuses, and other investor materials. For SEC issuers and pre-IPO companies producing printed financial disclosure documents.
- SEC Filing Webhosting Services Automated SEC filing webhosting service for hosting and displaying SEC EDGAR filings and investor-facing financial disclosures on company-branded websites. For public companies needing online investor relations archival pages.
- Mailing and Distribution Services Mailing and distribution services for investor communications, proxy materials, and financial documents. For public companies executing mass mailings to shareholders and investors.
Quantifiable outcome
- Reduced turnaround times for SEC filings
- +2 more outcomes
Companies that use Colonial Filings
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles4 records
Colonial Filings technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Colonial Filings partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Colonial Filings competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Colonial Filings social profiles
Digital presenceColonial Filings financial estimates
Financial estimateRevenue estimate
Valuation estimate
Colonial Filings leadership team
Management profileNumber of profiles
Colonial Filings funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Colonial Filings M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Colonial Filings
What does Colonial Filings do?
Colonial Filings operates as an SEC EDGAR filing agent and financial printer, preparing and submitting SEC regulatory filings such as 10-K, 10-Q, 8-K, S-1, Form D, and Section 16 reports on behalf of public and pre-IPO companies. The firm also provides XBRL and iXBRL tagging of structured financial data, high-speed financial printing and typesetting, press release distribution, shareholder meeting and proxy coordination, SEC filing webhosting, and investor mailing services, primarily delivered under flat-rate unlimited EDGAR filing packages via its proprietary Easy Edit Technology.
Is Colonial Filings a public or private company?
Colonial Filings is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Colonial Filings founded?
Colonial Filings was founded in 2006. It employs 11 to 50 people.
Where is Colonial Filings based?
Colonial Filings is headquartered in Sandy, United States, in the North America region.
How does Colonial Filings make money?
Six revenue lines are on record. EDGAR Filing Services are the primary driver. The others are XBRL/iXBRL Filing Services, financial Printing Services, newswire Distribution Services, shareholder Meeting and Proxy Services and SEC Filing Webhosting Services.
Does Colonial Filings have an API?
No public API is recorded for Colonial Filings.
What industry is Colonial Filings in?
Colonial Filings's product category is SEC Filing & Compliance Services. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory), with a secondary code of FSACAKAD, Dividend, Interest & Distribution Services. Its NAICS code is 56141.