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Grow your
brand with DFIN

Boost your brand exposure and reach more customers by tapping into our unparalleled network, our suite of innovative software solutions and deep regulatory expertise. Our alliances are critical to our success and in return, we drive greater revenue, growth and purpose. That’s how we’ve built strong relationships over decades, including many top Fortune 1,000 and S&P 500 companies, and we invite you to become a part of our partner program.

Become a partner

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Who partners with DFIN?

Discover our Partner Network

Discover our Partner Types

Why Partner with DFIN?

Become a DFIN Partner

Journey from Private to Public

12-24 Months
6-9 Months
3-12 Months
6-12 Months

AP Automation

Close
Management

ERP Upgrade

PRE-IPO

Disclosure Managament

Virtual Data Room

IPO

Board Portal

Investor Relations

PUBLIC

Contract Analytics

SOX/GRC

Proxy

ESG

Annual Meeting Services

FERC

Who partners with DFIN?

Our partners work in a variety of complementary finance and compliance technology sectors. These ambitious firms seek to harness new growth drivers and elevate the level of expertise they can offer their clients through shared objectives. Our partner network includes:

Consulting Partners

CFGI, the nation’s largest non-audit accounting advisory services firm, is a unique and highly specialized consulting organization that is strategically positioned to help you through a range of business scenarios. An extension of your SOX or internal audit team, CFGI will work with you to support all your internal control needs.

CrossCountry Consulting is the trusted partner and expert advisor to leading organizations. They help their clients transform their finance, accounting, human capital management, risk, operations and technology in order to effectively prepare them for complex change, optimized performance and accelerated business growth.

Opportune is a leading global energy business advisory firm specialising in adding value to clients across the energy industry, including upstream, midstream, downstream, power and gas, commodities trading and oilfield services. We work with clients to provide comprehensive solutions to their operational and financial challenges.

Blue SaaS Solutions assists financial institutions in their evaluation, procurement, and implementation of technology through the lens of deep regulatory insight. Together with our strategic partners at IBM and other technology firms, we provide financial services clients with customized, tech-based solutions that offer full compliance with today’s regulatory requirements.

Tech Partners

Diligent is the leading provider of modern governance solutions, empowering leaders to drive change and build resiliency across their organizations. From secure collaboration and compliance solutions to our industry-leading insights and governance network, we are changing how work gets done at the board and executive levels.

Integrating enterprise business systems like Netsuite with ActiveDisclosure enables customers to directly connect the datasets they need into a central hub of trusted data, with powerful linking, auditability and control features.

Tipalti enables high-growth companies to scale quickly by making payables strategic with operational, compliance and financial controls. Tipalti is the only company handling both Accounts Payable and Mass Pay for mid-market companies across the entire cycle: funding global entities, onboarding the global supply chain, streamlining invoice workflows, and reconciling data.

FloQast builds cloud-based software that helps manage accounting departments by centralising the workflow, assigning tasks, maintaining supporting documentation, and automating reconciliations.

Mediant is a leading provider of investor communications solutions that are designed to simplify the fund proxy management process for brokers, corporate issuers and funds.

Cision is a leading global provider of earned media software and services to public relations and marketing communications professionals. Cision's software allows users to identify key influencers, craft and distribute strategic content, and measure meaningful impact.

Galvanize helps companies manage organizational governance through its integrated security, risk management, compliance and audit software platform, powered by analytics.

Governance & Accountability Institute is an Environmental, Social and Corporate Governance (ESG) and sustainability consulting and research firm, founded in 2006, focused on helping clients become leaders in corporate sustainability and responsibility, including the full range of ESG issues.

ICE provides financial technology and data services across major asset classes that offer our customers access to mission-critical workflow tools that increase transparency and operational efficiencies. Our comprehensive fixed income data services and execution capabilities provide information, analytics and platforms that help our customers capitalize on opportunities and operate more efficiently..

Consulting Partners

CFGI, the nation’s largest non-audit accounting advisory services firm, is a unique and highly specialized consulting organization that is strategically positioned to help you through a range of business scenarios. An extension of your SOX or internal audit team, CFGI will work with you to support all your internal control needs.

CrossCountry Consulting is the trusted partner and expert advisor to leading organizations. They help their clients transform their finance, accounting, human capital management, risk, operations and technology in order to effectively prepare them for complex change, optimized performance and accelerated business growth.

Opportune is a leading global energy business advisory firm specialising in adding value to clients across the energy industry, including upstream, midstream, downstream, power and gas, commodities trading and oilfield services. We work with clients to provide comprehensive solutions to their operational and financial challenges.

Blue SaaS Solutions assists financial institutions in their evaluation, procurement, and implementation of technology through the lens of deep regulatory insight. Together with our strategic partners at IBM and other technology firms, we provide financial services clients with customized, tech-based solutions that offer full compliance with today’s regulatory requirements.

Tech Partners

Diligent is the leading provider of modern governance solutions, empowering leaders to drive change and build resiliency across their organizations. From secure collaboration and compliance solutions to our industry-leading insights and governance network, we are changing how work gets done at the board and executive levels.

Integrating enterprise business systems like Netsuite with ActiveDisclosure enables customers to directly connect the datasets they need into a central hub of trusted data, with powerful linking, auditability and control features.

Tipalti enables high-growth companies to scale quickly by making payables strategic with operational, compliance and financial controls. Tipalti is the only company handling both Accounts Payable and Mass Pay for mid-market companies across the entire cycle: funding global entities, onboarding the global supply chain, streamlining invoice workflows, and reconciling data.

FloQast builds cloud-based software that helps manage accounting departments by centralising the workflow, assigning tasks, maintaining supporting documentation, and automating reconciliations.

Mediant is a leading provider of investor communications solutions that are designed to simplify the fund proxy management process for brokers, corporate issuers and funds.

Cision is a leading global provider of earned media software and services to public relations and marketing communications professionals. Cision's software allows users to identify key influencers, craft and distribute strategic content, and measure meaningful impact.

Galvanize helps companies manage organizational governance through its integrated security, risk management, compliance and audit software platform, powered by analytics.

Governance & Accountability Institute is an Environmental, Social and Corporate Governance (ESG) and sustainability consulting and research firm, founded in 2006, focused on helping clients become leaders in corporate sustainability and responsibility, including the full range of ESG issues.

ICE provides financial technology and data services across major asset classes that offer our customers access to mission-critical workflow tools that increase transparency and operational efficiencies. Our comprehensive fixed income data services and execution capabilities provide information, analytics and platforms that help our customers capitalize on opportunities and operate more efficiently.

Discover our Partner Types

Whether you are seeking the latest financial technology or a finance business partner, we’re thrilled to work with some of the most forward-thinking companies to deliver value and achieve impressive results.

Become a Reseller

Grow faster when you join our software reseller partner program with DFIN to resell our software and tech-enabled solutions.

Become a Technology Partner

Our technology partner program allows you to competitively differentiate your brand and deliver greater value to clients by extending DFIN’s cloud-based tools to strengthen your technology—and ours.

Why Partner with DFIN?

We’re trusted advisors in the world of regulatory reporting, dealmaking and AI contract analytics. When you partner with DFIN, you align with an unparalleled network and the leading provider of innovative, expert-supported, financial software solutions.

Become a DFIN Partner

Leading companies trust DFIN. Work collaboratively with us to develop business and grow client relationships. Are you ready to learn more about what partnering with DFIN can do for you?

Let’s start the conversation.