# Intelligize

> Intelligize+ AI™ is an SEC compliance intelligence platform that combines authoritative, expertly curated SEC and financial reporting content with advanced AI-powered research and analysis. It helps disclosure, reporting, compliance, and legal professionals at public companies, private companies, law firms and accounting and consulting firms move from complex questions to defensible analysis faster. A subsidiary of RELX Inc. (LexisNexis), Intelligize has been operating since 2008 and is headquartered in New York City.

Intelligize serves public and private companies, as well as many of the top global law and accounting firms. Its flagship platform, Intelligize+ AI™, brings together SEC filings, regulatory materials, accounting standards, transactional data and business information in a unified research environment, enhanced by proprietary tagging, precision search and Protégé™.

## Core Platform: Intelligize+ AI™

Intelligize+ AI is the company's primary web-based SaaS platform. It combines a comprehensive database of SEC and regulatory content with AI-powered research and analysis. Key capabilities include:

- ** Protégé™** — AI-powered conversational research and multi-document analysis with structured outputs and transparent, verifiable citations 
- **Peer disclosure benchmarking** — compare disclosures across peers, reporting periods and filing types with redlining, year-over-year analysis and AI-powered comparison tools
- **Precision search** — quickly locate market-standard language and relevant content using proprietary tagging, conceptual search and more than 2,000 filters 
- **Disclosure matrices and visualization tools** — identify disclosure trends, outliers and filing characteristics through graphical analysis and comparative views 
- **Connected content** — research seamlessly across SEC filings, accounting standards, comment letters, transactional information, news and business information 
- **Responsible AI architecture** — built in accordance with the RELX Responsible AI Principles using a privately hosted, proprietary retrieval-augmented generation (RAG) approach. Responses are grounded in authoritative sources, include transparent, verifiable citations and are not used to train third-party models. 

## Protégé™

Protégé™ powers the AI experience within Intelligize+ AI. Its most advanced capabilities are available within SEC Filings. It supports:

- Multi-turn conversational SEC filings research that preserves analytical context across questions
- Structured outputs including comparative tables, organized summaries and executive-ready analysis
- Peer benchmarking across 10-K, 10-Q, 8-K and proxy statement filings
- A curated Sample Prompt Library for common SEC research and benchmarking workflows
- Transparent, verifiable citations linked to the specific SEC filings behind each result to support defensible research 

## Content Database

The Intelligize platform aggregates and tags a comprehensive collection of authoritative content, including:

- **17.9M+ SEC filings** (Forms 10-K, 10-Q, 8-K, proxy statements, S-1s, and more) via EDGAR
- **516,000+ SEC Comment Letters and responses**
- **28,000+ ESG reports**
- Accounting standards from FASB, PCAOB, AICPA, and IFRS
- SEC regulations, staff interpretations and public statements
- M&A agreements and transactional data
- Earnings call transcripts
- News and business information

All content is enriched with proprietary tagging and connected across sources for unified research.

## Solutions by Audience

### Public Companies
- SEC disclosure benchmarking and peer analysis
- Regulatory change tracking (SEC rulemaking, comment letters, FASB, PCAOB, IFRS)
- Financial reporting support (accounting standards, audit readiness)
- ESG and sustainability disclosure research
- AI-powered analysis via Protégé for defensible decisions

### Private Companies
- IPO readiness research and disclosure benchmarking
- Benchmarking against public company disclosures 
- Identification of reporting trends by disclosure topic and section 
- Accounting standards, SEC guidance and market-standard disclosure research 

### Law Firms
- SEC compliance and client advisory support
- Disclosure drafting and transactional benchmarking
- Agreement analysis and market standard identification
- ESG disclosure trend monitoring

### Accounting & Consulting Firms
- Financial reporting and disclosure trend analysis
- Unified access to FASB, PCAOB, AICPA, IFRS standards alongside SEC regulations
- Benchmarking for Critical Audit Matters (CAMs), non-GAAP methodologies, restatements and material weaknesses

### API Data Integration
- Secure, automated, scalable API access to SEC filings, comment letters, ESG reports, M&A data and more
- Integration into portals, dashboards, CRM systems, matter management tools and custom applications
- Developer documentation and a dedicated developer advocate team for technical implementation

## Support

- **Customer Support & Training**: Platform onboarding, training resources, and ongoing support
- **Customer Research Support**: Expert research assistance for complex SEC filing searches and historical filings

## Insights & Thought Leadership

The Intelligize editorial team publishes ongoing content covering SEC compliance, disclosure trends, regulatory developments, and financial reporting. Content formats include:

- **Blog**: SEC and regulatory news, accounting developments, ESG, IPO, risk factors, M&A, and investor relations topics (560+ news articles, 115+ pages of posts)
- **Whitepapers & Special Reports**: In-depth analysis of emerging compliance topics (e.g., AI governance in SEC disclosures)
- **Webinars**: Educational sessions on SEC compliance and platform features
- **Case Studies**: Real-world examples of how clients use Intelligize (e.g., Accel Entertainment, CoStar Group)
- **Press Releases**: Company and product announcements
- [Shadow AI Lands on the SEC’s Radar](https://www.intelligize.com/shadow-ai-lands-on-the-secs-radar/)
- [Tariff Refunds: A Tale of Two Accounting Approaches](https://www.intelligize.com/tariff-refunds-a-tale-of-two-accounting-approaches/)
- [Five Potential Impacts of Semiannual SEC Reporting](https://www.intelligize.com/five-potential-impacts-of-semiannual-sec-reporting/)
- [SpaceX Goes Where No Issuer Has Gone Before](https://www.intelligize.com/spacex-goes-where-no-issuer-has-gone-before/)
- [The SEC’s New SOX Squad: Five Takeaways for Auditors and Public Companies](https://www.intelligize.com/the-secs-new-sox-squad-five-takeaways-for-auditors-and-public-companies/)


## Case Studies

- [Risk Mitigation for Accounting Clients at Uniqus] (https://www.intelligize.com/insights/case-study/mitigating-risk-for-clients-at-uniquis/): Uniqus, a growing accounting and reporting consulting firm, uses Intelligize to quickly find market standard language for clients’ periodic filings while also monitoring peer disclosures and SEC comments.
- [Financial Disclosures for Mayer Brown LLP] (https://www.intelligize.com/insights/case-study/mayer-brown/): When Mayer Brown is engaged on a new securities offering, it regularly uses Intelligize to quickly find peer companies in the same industry for insights on similar disclosures. Intelligize instantly provides links to relevant SEC comments and responses from multiple peer companies. This puts clients in a position to anticipate potential problems and put forward disclosures that avoid expensive and time consuming comment letters from the regulator.
- [Financial Compliance for Cohen & Company] (https://www.intelligize.com/insights/case-study/cohen-company/): Cohen & Company’s financial reporting team uses Intelligize to build peer groups and access the latest documents for SEC filings and accounting standards research and analysis.
- [Data Mining & Research for Compensation Advisory Partners (CAP)] (https://www.intelligize.com/insights/case-study/compensation-advisory-partners-cap/): CAP’s advisory team uses Intelligize to mine content and develop insights into filing and ‘needle in the haystack’ disclosure characteristics that would otherwise require extensive research.
- [Accounting Research for Accel Entertainment] (https://www.intelligize.com/insights/case-study/accel-entertainment/): Accel mitigates compliance risk with market standard language, non-GAAP SEC comment letters research, and insights into trending disclosures using Intelligize

## Company Information

- **Founded**: 2008
- **Headquarters**: 101 Park Ave, Floor 24, New York, NY 10178
- **Phone**: 888-925-8627
- **Parent company**: RELX Inc. (via LexisNexis)
- **CEO & CTO**: Christian Berczely
- **Customer login**: https://apps.intelligize.com/
- **Trial requests**: https://www.intelligize.com/request-a-trial/
- **LinkedIn**: https://www.linkedin.com/company/intelligize-inc-
- **Twitter/X**: https://twitter.com/intelligize
- **Privacy Policy**: https://www.lexisnexis.com/en-us/terms/privacy-policy.page
- **Trust Center**: https://trust.lexisnexis.com
- **Terms of Service**: https://www.lexisnexis.com/en-us/terms/general/default.page

## Key URLs

- Homepage: https://www.intelligize.com/
- AI / Protégé: https://www.intelligize.com/ai/
- Public Companies: https://www.intelligize.com/solution/public-companies/
- Private Companies: https://www.intelligize.com/solution/private-companies/
- Law Firms: https://www.intelligize.com/solution/law-firms/
- Accounting & Consulting Firms: https://www.intelligize.com/solution/accounting-consulting-firms/
- API Data Integration: https://www.intelligize.com/solution/apis/
- Peer Benchmarking in SEC Filings: https://www.intelligize.com/solution/strategy/peer-benchmarking/
- Blog: https://www.intelligize.com/insights/blog/
- Whitepapers & Special Reports: https://www.intelligize.com/insights/white-papers-reports/
- Webinars: https://www.intelligize.com/insights/webinars/
- Case Studies: https://www.intelligize.com/insights/case-study/
- About: https://www.intelligize.com/about/
- Contact: https://www.intelligize.com/contact/
- Customer Support & Training: https://www.intelligize.com/support/customer-support-training/
- Customer Research Support: https://www.intelligize.com/support/research-historical-filings/
- Request a Trial: https://www.intelligize.com/request-a-trial/
- Request a Demo: https://www.intelligize.com/request-a-demo/