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Donnelley Financial Solutions, Inc.

DFINFintechLancaster, United States

Donnelley Financial Solutions, Inc. (DFIN) is an international firm specializing in risk management and regulatory compliance solutions. The company organizes its operations across four distinct segments: Capital Markets – Software Solutions (CM-SS), Capital Markets – Compliance and Communications Management (CM-CCM), Investment Companies – Software Solutions (IC-SS), and Investment Companies – Compliance and Communications Management (IC-CCM). The CM-SS segment offers software platforms such as Venue, ActiveDisclosure, and eBrevia. These tools assist both public and private entities in managing various transaction processes, extracting and analyzing contractual data, facilitating collaboration, and handling the tagging, validation, and submission of documents to the SEC. CM-CCM provides technology-driven services, coupled with printing and distribution solutions, to public and private businesses. This support is crucial for executing deals and fulfilling SEC regulatory requirements. IC-SS furnishes investment companies with the Arc Suite, a comprehensive, cloud-based platform encompassing a full set of tools and services. This platform acts as a self-service central hub for the storage, management, access, assembly, editing, translation, rendering, and submission of critical compliance and regulatory documents to various oversight bodies. Finally, IC-CCM delivers technology-powered services for the creation and submission of regulatory and investor communications. This includes specialized XBRL filings, as mandated by the Investment Act, which are channeled through the SEC EDGAR system. Additionally, this segment offers comprehensive, end-to-end proxy services, covering everything from initial discovery and strategic planning to implementation, print and mail management, solicitation, tabulation, shareholder meeting analysis, and expert advisory support. Donnelley Financial Solutions, Inc. was established in 1983 and maintains its corporate headquarters in Chicago, Illinois.

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Donnelley Financial Solutions, Inc. at a glance

Donnelley Financial Solutions, Inc. is a fintech company headquartered in Lancaster, United States. It is publicly listed (DFIN) with a market capitalisation of $1.3B. Xcout tracks 24 named people at Donnelley Financial Solutions, Inc., including Daniel N. Leib (President, Chief Executive Officer & Director).

Industry
Fintech
Headquarters
Lancaster, United States
Market cap
$1.3B
Employees
1,800
Ticker
DFIN

Donnelley Financial Solutions, Inc. leadership

  • Daniel N. LeibPresident, Chief Executive Officer & Director
  • Eric J. JohnsonPresident of Key Accounts
  • David A. GardellaExecutive Vice President & Chief Financial Officer
  • Robert Kirk WilliamsChief People & International Officer
  • Kami S. TurnerSenior Vice President, Chief Accounting Officer & Controller
  • Eric W. FosterChief Information Officer

18 more named people on record for Donnelley Financial Solutions, Inc., with roles, board committees and tenure — see the full roster →

Donnelley Financial Solutions, Inc. competitors

A few of Donnelley Financial Solutions, Inc.'s closest competitors — see the full list of competitors and alternatives →

Oracle Financial Services Software LimitedOFSS · FintechMumbai, India
63% matchPublic

Oracle Financial Services Software Limited is a global provider of information technology (IT) solutions and business process services tailored for the financial industry. The company operates through two primary segments: the licensing of its proprietary products and associated activities, and the delivery of comprehensive IT solutions coupled with consulting services. At its core, Oracle Financial Services offers a suite of advanced banking software, notably Oracle FLEXCUBE, which addresses a wide spectrum of banking operations including retail, corporate, and investment banking, consumer lending, asset management, investor servicing, and payments. Complementing this, its portfolio features Oracle Banking Digital Experience for advanced digital banking capabilities, Oracle Financial Services Lending and Leasing for asset financing, and Oracle Banking APIs designed to foster integration and collaboration with external technology partners. The company further provides an extensive array of specialized banking modules, encompassing solutions for universal banking, platform management, investor servicing, limits and collateral management, Islamic banking, branch operations, origination, cash management, liquidity management, corporate lending, supply chain finance, trade finance, treasury management, virtual accounts, and payments, as well as process management for corporate lending and credit facilities, enterprise collections, and originations. Beyond core banking, OFSS offers industry-specific applications covering critical areas such as risk assessment, finance, treasury functions, front office operations, regulatory reporting, and compliance. Its service offerings extend to Oracle Financial Services PrimeSourcing, which provides strategic consulting and application services, and Oracle Financial Services BPO Services, supporting clients with back-office and contact center functions. Founded in 1989 and headquartered in Mumbai, India, Oracle Financial Services Software Limited is a subsidiary of Oracle Global (Mauritius) Limited.

Market cap$10.7B
Employees9,155
Oracle Financial Services Software Limited competitors & alternatives →
WEXWEX · FintechPortland, United States
65% matchPublic

WEX Inc., a financial technology enterprise established in 1983 and headquartered in Portland, Maine, delivers diverse services across the United States and globally. The company, which operated as Wright Express Corporation until its name change in October 2012, structures its operations into three primary divisions. The Fleet Solutions segment specializes in comprehensive payment processing for vehicle fleets. Its offerings include complete customer and account management (spanning activation, retention, credit, and billing support), merchant services, and robust web-based analytics platforms designed to offer fleet managers crucial insights for optimizing expenses and capital. WEX distributes these solutions to commercial and governmental fleets of varying sizes, from local to long-haul, through both direct channels and co-branded or private label alliances. The Travel and Corporate Solutions segment provides sophisticated payment systems, which feature embedded payment functionalities, automated accounts payable, and spend management tools. A key product includes virtual cards, specifically engineered for secure, card-not-present transactions. This segment serves commercial and government entities through a mix of direct and indirect marketing approaches. Finally, the Health and Employee Benefit Solutions segment offers specialized healthcare payment products and consumer-centric software-as-a-service (SaaS) platforms for the healthcare sector. It also encompasses payroll and employee benefit solutions, with a particular focus on Brazil. This segment reaches its clientele via a broad network comprising health plans, third-party administrators, financial institutions, payroll providers, benefits consultants, software companies, and individual consumers.

Market cap$6.4B
Employees6,600
WEX competitors & alternatives →

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More on Donnelley Financial Solutions, Inc. in Xcout Intel

  • 24 named people with titles, LinkedIn and board committees
  • 2 corporate events with sources — deals, leadership changes, layoffs
  • The full competitor set, tracking, exports and API access
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