DARIEN, CT - March 13, 2026 - https://filingsiq.ai, a new AI-powered investment researchplatform, today announced its public launch, offering registered investment advisors (RIAs) and independent equity analysts a smarter, faster way to analyze SEC filings. Built by a financial services compliance veteran, https://filingsiq.ai automates the most time-consuming parts of the research workflow—reading, summarizing, and documenting filings—so advisors can focus on judgment and client decisions rather than document grunt work.

Solving a Real Problem for Independent Advisors

Investment research has long been dominated by expensive enterprise platforms like Bloomberg ($25,000/year) and AlphaSense, leaving thousands of small and mid-sized RIA firms without access to professional-grade research tools. Analysts at these firms routinely spend hours manually reading 10-K and 10-Q filings, copy-pasting key passages into notes, and writing client memos from scratch—a process that is both inefficient and difficult to document consistently for compliance purposes; FilingsIQ.ai changes that.

The platform connects directly to the SEC's EDGAR database, automatically pulls the latest filings for any US-listed company, and uses artificial intelligence to generate structured summaries, "what changed" comparisons between filings, compliance-style risk flags, and draft investment theses—all within seconds of entering a ticker symbol.

Key Features at Launch:

• Automated SEC filing ingestion – 10-K, 10-Q, and 8-K pulled directly from EDGAR with one click
• AI-powered summaries – Business overview, financials, risks, and outlook broken into readable sections
• "What changed?" filing comparisons – Highlights language shifts, new risk factors, and guidance changes vs. prior periods
• Investment thesis and memo generation – Draft IC-ready research notes in seconds
• Live prices and Chart.js charts – Real-time market data integrated into every ticker workspace
• Compliance-style risk detection – Flags going-concern language, accounting changes, related-party transactions, and regulatory issues
• Team workspaces – Shared research environments for RIA firms with role-based access

Built on a Compliance Foundation

Matthew Stellwagen, founder of FilingsIQ.ai, spent 17 years in equities compliance beforetransitioning to fintech entrepreneurship. That background shaped every design decision behind the platform.

"I watched analysts at several Investment Banks spend 80% of their time on the grunt work of reading filings and writing the same boilerplate memos over and over again," said Stellwagen."FilingsIQ.ai exists to eliminate that. The AI does the reading, the summarizing, and the first draft, the analyst or advisor brings the judgment. That's the right division of labor."

Privacy and Security First

FilingsIQ.ai is built with RIA compliance requirements in mind. The platform uses only publicly available market data from the SEC's EDGAR API and Alpha Vantage. User notes, investment theses, and research memos are never stored, shared, or used for AI model training. No proprietary or client data is required to use the platform.

Pricing and Availability

FilingsIQ.ai is available now at https://filingsiq.ai with a free demo tier and three paid subscription plans:

• Solo Pro – $29/month (individual analysts and advisors)
• Team 5 – $99/month (up to 5 users)
• Team 10 – $179/month (up to 10 users)
• Enterprise – Custom pricing for firms with more than 10 users (contactmatt@540interactive.io)

All paid plans can be cancelled at any time.

About FilingsIQ.ai:

FilingsIQ.ai is an AI-powered investment research platform built for RIAs, independent equity analysts, and small fund research teams. The platform automates SEC filing analysis, investment thesis generation, and compliance-style research documentation using only public market data. Founded in 2026 by Matthew Stellwagen, a 17-year equities compliance professional with experience at Bank of America and UBS Investment Bank, FilingsIQ.ai is designed to give independent advisors enterprise-grade research intelligence at an accessible price.

Media Contact
Company Name: FilingsIQ.ai
Contact Person: Matthew Stellwagen
Email: Send Email
Phone: +1 (203) 540-5896
Country: United States
Website: https://filingsiq.ai