THE FREQUENT FILER

Exciting Updates and Announcements at EdgarAgents

A New Chapter of Excellence and Growth

On a year-to-date basis, through the first 9 months of 2025, EdgarAgents had clinched the number two spot on the SEC filing volume league chart for total filing volume excluding Section 16 filings. While this is not the first time to have held this spot, it is a testament to EdgarAgents continuing to be the fastest growing SEC filing agent in the world having closed the gap and having made substantial progress towards holding onto the number two spot permanently. EdgarAgents’ filing volume continues to set new records quarter after quarter, with our page counts shattering previous years’ levels.

EdgarAgents has quickly developed a very strong market reputation of being a top choice filing agent, showcasing our modern-aged technology that enables a 3x ROI back to working groups served.

We are thrilled to announce a series of significant developments that mark our continued progress toward customer-obsessed excellence and service expertise. EA’s commitment to simplifying and expediting the SEC filing process while maintaining absolute integrity is stronger than ever, and these updates reflect our dedication to value-delivery and continuous improvement for our customers and partners.

Introducing Our Redesigned EdgarAgents Homepage

We are excited to announce the launch of our new company landing page; a single-page experience that flips the power dynamic from lead capture to an offer: See for yourself, for free.

When it comes to our work, few things matter more than trust. That’s why this was built to reflect the world-class services we provide, to deliver a clear point of differentiation up front, and to embody our core values of speed, precision, exemplary customer service, and most of all, our undeniable value.

Designed with a sleek, intuitive, and visually engaging structure, the new site is a powerful tool for instilling client confidence. But perhaps more importantly, it feels human. Undeniable. Confident. Human. try.edgaragents.com!

Leadership and Expertise: Welcome New Team Members

Our greatest asset has always been our people, and we are proud to introduce key additions to the EA family:

  • Meenu Kamboj, Chief Product Officer:With 20 years of experience shaping global products, Meenu joins us to lead our client-centric product vision. Her mission is to make compliance workflows feel seamless, ensuring our platforms continue to deliver accuracy with simplicity translating into maximum customer value. Meenu’s joining underscores the importance and forecasted transformational impact of artificial intelligence and other advanced technologies will continue to have on the global financial services industry.
  • Andrea Cooper, Shift Lead in EDGAR Operations:Andrea brings 20 years of SEC filing expertise, directly reinforcing our commitment to operational excellence. Her precision and dedication to exceptional service have quickly elevated our EDGAR team and are delivering value directly to our clients.
  • Kelvin Shiwnath, Assistant Director of Typesetting: As the Assistant Director of Typesetting, Kelvin leads the team with a sharp focus on quality control, process optimization, and team management. With over 15 years of industry experience, he is most enthusiastic about introducing new efficiencies and investing in team skill development to keep pace with the constantly evolving SEC landscape.
  • Margaret Mcgeorge, Typeset Manager:We are honored to have Margaret Mcgeorge, a highly respected expert whose deep experience and dedication immediately reinforce our typesetting and production excellence.


Promotions

  • Christopher Mueller, Senior Director – IPO and Business Combination Proxy Mergers: As a leader in the financial printing industry for 44 years, Chris joined EA in 2013. He has since led his global typeset production teams in the seamless art, science, execution, and delivery of transactions with grace and excellence. Chris’s promotion to Senior Director reflects his unparalleled passion, dedication, and commitment to providing outstanding customer service and value to our Corporate Finance, Mergers and Acquisitions, and IPO client working groups.
  • Heather Lucore, Chief Growth Officer: Since joining EA as Vice President of Strategy and Programs in August 2023, her passion for building and delivering customer value has helped EA continue to be the fastest growing SEC filing agent in the world. In her newly expanded role, Heather is responsible for strategic and transformational growth programs that enhance EdgarAgents’ value proposition and competitive edge, which translates into driving the company’s aspirational growth goals. This role integrates sales, marketing, programs, and customer success into cohesive, high-impact strategic operations that deliver measurable results.
  • Adrian Boan, Director – Customer Success:With almost a quarter century’s worth of industry experience, finding the right words to describe Adrian’s contributions to the EA magic is not easy. Clients say it best in the feedback they often share, which typically describes Adrian’s tireless efforts he gives without ever having to be asked. Adrian truly embodies one of our most coveted values of being a customer service and solutions ninja.
  • Antoinette Behan, [Former] Chief Revenue Officer: As we move forward, we also acknowledge the transition of Antoinette Behan from our senior leadership team. We thank “AB” for her significant contributions to EdgarAgents’ breakthrough growth during her tenure here and wish her the very best in her future endeavors. We remain fully committed to the growth vision she helped implement. AB leaves behind a very capable team to follow in her footsteps. This team is working tirelessly to ensure a seamless continuation of our client-first approach. Our hats tip to AB as we congratulate her as she continues to help lead the way in shaping the global asset management for the better.


Innovation in Action: The EA34 Plugin

Our focus on innovation continues to advance with the launch and growing adoption of the EA34 Plugin. This crucial technology gives our clients control over their documents while providing them with the expert support and final review needed to File with Confidence. EA34 is a testament to our hybrid approach—blending best-in-class technology with the deep human expertise that defines the EdgarAgents standard.

These developments – our new digital experience, the infusion of top-tier talent, and the success of EA34 – position EdgarAgents to continue leading the industry and serving you with unmatched excellence.

The AI Advantage: Next-Generation Efficiency and Strategic Acceleration

Looking ahead, EdgarAgents is also leveraging the latest advancements in AI to unlock new levels of efficiency and deliver both immediate and future benefits to our clients. This strategic infusion of intelligence dramatically streamlines high-volume, complex document workflows, allowing clients to accelerate their document preparation and reporting cycles and focus resources on core business growth.

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About EA

EdgarAgents (EA) is a leading regulatory compliance filing agency and financial printer with nearly 500,000 reports filed to SEC, FinCEN and other entities since its inception in 2008. EdgarAgents serves registered asset management companies, public and private companies, beneficial owners, in-house and outside counsel, corporate compliance teams, advisory and accounting teams, private equity and investment banking partners. For more information, please visit EdgarAgents.com.  

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