WHO WE ARE

The people that power your projects

Every commitment Nuvo Group makes — to accuracy, timeliness, and personal service — exists because specific people chose to hold themselves to it. Most have been doing this for a long time. All of them mean it.

30+

Years as an independently owned firm focused exclusively on financial filings

850+

Client companies — from emerging issuers to Fortune 500

38k+

Individual filings submitted without a material error

~40

Team members, each with a named client relationship

OUR TEAM

We hire for judgment,  not just experience. 

THE NUVO DIFFERENCE

Service, accuracy, and timeliness — not as slogans, but as standards.

Most filing vendors have optimized for throughput. We’ve optimized for the thing that actually matters when a deadline hits:  getting it right, on time, with a human being accountable for the result.

Nuvo leaves  nothing to  the last hour.

Last-minute scrambles before deadline

Our AI-assisted pre-submission review catches structural and compliance issues before they reach the SEC.

XBRL errors caught after submission

Your specialist monitors submissions in real time and contacts you the moment EDGAR confirms acceptance.

No visibility into filing status

Every Nuvo client has a named specialist. One relationship, continuous across every filing cycle.

Last-minute scrambles before deadline

What form types does Nuvo file on behalf of clients?

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What happens if there's an EDGAR system issue on our filing deadline?

Do you handle iXBRL tagging, or do we need a separate vendor for that?

Can Nuvo take over an existing filing program mid-cycle?

What does a "managed filing program" include versus a single filing engagement?

How do you handle SEC comment letters?

INTAKE

Document receipt & scope confirmation

Your specialist receives all source documents, confirms the form type, due date, and any issuer-specific requirements.

PREPARATION

Formatting, tagging & exhibit prep

Document is formatted to EDGAR standards. XBRL/iXBRL tagging is applied and validated against current taxonomy.

REVIEW

AI-assisted compliance check & client review

Pre-submission review flags any structural or compliance issues. Clean document delivered to you for final sign-off.

submission

EDGAR submission with live monitoring

Your specialist submits and monitors in real time. Any EDGAR-side issue is handled immediately — you’re notified at every step.

CONFIRMATION

Acceptance confirmation & archive

EDGAR acceptance delivered to your team. Full archive and next-cycle notes saved automatically.

GET STARTED

Documents that hold up —  in print and on screen.

Every document we produce meets SEC standards and reflects the quality your investors expect. Browse recent work below.

Tony Barletta

Managing Partner

Fred Jaffe

Managing Partner

Scott Lam

Senior Vice President of Sales

Melissa Fincher

Vice President of Sales

WHAT THIS MEANS FOR YOU

When you work with Nuvo, one of these people owns your work.

Not a platform. Not a support team. A named specialist who knows your deadlines, your documents, and your preferences — and who is accountable for getting it right.

testimonials

“We moved to Nuvo Group after a botched filing with our previous vendor cost us a delay in a $400M offering. Two years later, I won't use anyone else. They treat our deadlines like their own.”

Sarah L.,

General Counsel

[Publicly Traded Company, NASDAQ]

“We moved to Nuvo Group after a botched filing with our previous vendor cost us a delay in a $400M offering. Two years later, I won't use anyone else. They treat our deadlines like their own.”

Sarah L.,

General Counsel

[Publicly Traded Company, NASDAQ]

“We moved to Nuvo Group after a botched filing with our previous vendor cost us a delay in a $400M offering. Two years later, I won't use anyone else. They treat our deadlines like their own.”

Sarah L.,

General Counsel

[Publicly Traded Company, NASDAQ]

GET STARTED

Ready to experience the difference?

Tell us about your filing program. We'll introduce you to the specialist who'll own your work —  usually within the same business day.

Schedule a consultation