# Workiva

Workiva is an Asset Manager based in Ames, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Ames, United States
- **Region:** North America
- **Address:** Ames, IA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** workiva.com
- **LinkedIn:** https://www.linkedin.com/company/workiva

## Regulatory record

- **Reports private funds:** No

## About

Unify finance, risk, and sustainability teams in one platform with governed data, grounded AI, and the assurance your stakeholders demand.

## Sectors

- Enterprise Software
- AI/ML
- Regulatory Technology
- Sustainability

## Offices

- Offices in North America, Europe, and Asia

## People

- Julie Iskow — President and CEO

## Questions

### What exactly does Workiva's platform do for finance, risk, and sustainability teams?

It centralizes structured and unstructured data into a single, auditable environment. Teams use it for SEC reporting, SOX compliance, carbon accounting, and double materiality assessments. The platform links data points across documents so that any output can be traced back to the original source, which provides assurance.

### Who are Workiva's typical customers?

Its customers include 85% of the Fortune 1000 and over 6,600 companies globally. Users span accounting, financial planning and analysis, sustainability, internal audit, risk management, and legal departments. The platform is used in more than 180 countries.

### How is Workiva deploying AI within its platform?

Workiva AI automates labor-intensive tasks such as drafting content, analyzing language for risk, and aligning disclosures to sustainability frameworks. It operates with human-in-the-loop oversight, aiming to increase output without adding headcount. The AI is grounded in the governed data already inside the platform.

### What is Workiva's relationship with external auditors or advisory partners?

Workiva maintains a partner network of over 200 advisory and technology firms. These partners help customers implement the platform and integrate it with their existing systems. The platform itself provides a governed foundation that auditors can rely on for verifiable data lineage.

### Is Workiva itself a public company?

Yes, Workiva is a public company. It reports its own financial and operational metrics, including a 97% gross retention rate as of Q1 2026. It must adhere to the same SEC reporting standards its platform helps other public companies manage.

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Last updated: 2026-06-03T20:00:00.000Z

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