⊕ ENTERPRISE · compliance · research · audit · OEM · data platforms

Run the SEC data layer underneath your team, product, or corpus.

Internal seats. OEM-embed. Data feed. Three contract shapes. One source of SEC filing intelligence — under contract, with procurement-ready terms.

The same engine behind 40,000+ funds, 45,000 advisers, and a 7.7M-fact XBRL corpus — wired into your team, your product, or your bucket.

Pricing
Custom · contract
Annual. Procurement-ready. DPA / MSA on every deal.
Delivery
Seats · OEM · Feed
Workspace, embedded API, or bulk Parquet to your S3 / GCS.
Coverage
Full EDGAR · 45K advisers
AI plugin across 4 tiers. Real-time Sentinels. ADV graph. Full-text + disclosure search.

Three shapes. One source of truth.

Pick how SEC data shows up for your team. Internal seats for your people. Embedded API for your product. Bulk feed for your corpus.

⊕ I. Internal Seats

Internal Seats

Org-wide access for your team.

Compliance, research, audit, and legal teams under one workspace. Sentinels, exports, AI plugin, full-text and disclosure search — with SSO, RBAC, and audit log export under contract.

BEST FORcompliance teams · research desks · fund admin · audit firms · in-house counsel
⊕ II. OEM / Embed

OEM / Embed

Inside your product, behind your brand.

High-volume API, MCP server, and AI-extracted disclosure data — embedded into your authoring tool, copilot, or analytics product. Your customers never see edgar.tools branding.

BEST FORcompliance software · AI copilots · audit platforms · fund admin tooling · reporting vendors
⊕ III. Data Feed

Data Feed

Bulk delivery to your S3 or GCS.

Structured filings, financials, insider transactions, ADV records, and disclosure datasets — delivered as Parquet to your bucket on the cadence you need. Custom retention and schema under contract.

BEST FORquant teams · data platforms · AI training pipelines · regulators · academic research

What you get, regardless of shape.

Four capabilities the rest of the SEC-data category does not stack together.

⊕ A · Realtime

AI Sentinels

Filing-watch with AI briefings, delivered as HMAC-signed webhooks.

Configure watches across CIKs, form types, and disclosure topics. New filings get AI-extracted briefings in seconds. Webhooks fire to your endpoint with HMAC signatures and retry-with-backoff. No polling, no parsing, no XBRL knowledge required.

⊕ B · Agents

AI plugin native

A full research toolkit + recipe prompts, tier-aware. See the AI plugin →

Claude, ChatGPT, Cursor, Gemini, and custom agents connect directly. Tools cover analyze, research, signals, monitor, funds, and advisers. Recipe prompts handle position theses, peer comparisons, portfolio pulses, earnings postmortems, and filing red flags.

⊕ C · Identity

ADV adviser data + person graph

Cross-filing identity that nobody else has at this depth.

45,000 SEC-registered investment advisers from Form ADV. A unified person graph across Form 4 (insiders), ADV (executives), 8-K Item 5.02 (departures), DEF 14A (director bios), and 10-K Item 10 (officer bios). Independence checks, executive moves, related-party networks — in one query.

⊕ D · Search

Full-text + disclosure search

EFTS-class corpus search with novelty, diff, and proximity.

Full-text search across 400+ form types. Disclosure search with NEAR proximity, year-over-year diff filtering, and novelty scoring (0.0 boilerplate → 1.0 entirely new language). 60+ acronym mappings and 20+ accounting-standard cross-references built in.

Built for the teams already paying for SEC data.

Five buyer profiles, five concrete use cases. Pick the one closest to yours and we'll start there.

Compliance & GRC

Watch hundreds of regulated entities at once.

Sentinels catch every filing in real time. AI novelty scoring flags genuine change — not boilerplate.

Equity research

Clean financials. Peer disclosure diffs. Executive-move history.

Pipe the data behind every filing into your model, your AI, or your next pitch.

Fund administration

40,000 funds, family-rolled.

Every NPORT-P holding, every N-CSR expense, every share class — cross-referenced with the adviser graph.

Audit firms

Comparables, independence checks, cyber incidents.

Pull peer-disclosure comparables, executive independence checks across filings, and a corpus-wide view of cyber incident disclosures. Audit-ready exports come with annual contracts.

Legal & securities

Precedent disclosure language. Live 8-K events. Officer histories.

Find what your peers said. Track 8-K material events as they file. Pull officer and director histories before drafting an opinion or covenant.

Something else?

Tell us what you're building.

If your team works with SEC filings and these patterns don't fit, we want to hear it.

Start the conversation →

Built for procurement, not pitch decks.

What serious buyers get under contract. SOC 2 Type I in progress, Type II tracking on the 12-month roadmap.

⊕ 01
Cloudflare global edge.
Worker-class infrastructure, no single region of failure.
⊕ 02
DPA / MSA available.
For every contract.
⊕ 03
SSO / SAML, RBAC, audit log export.
Under annual contract.
⊕ 04
Custom data retention and residency.
Under annual contract.
⊕ 05
SOC 2 Type I — in progress.
Type II tracking on the 12-month roadmap.
⊕ 06
Named CSM and dedicated infrastructure.
For OEM and Data Feed deployments.

Need our security overview, SOC 2 roadmap, or DPA template ahead of the conversation? Email security@edgar.tools and we'll send the packet.

Tell us what you're building.

We'll respond within one business day with a tailored proposal and a security packet.

Prefer email? hello@edgar.tools

Run SEC data, not after it.

Internal seats, OEM-embed, or bulk data feed. One source of SEC filing intelligence, under contract.