Workiva, Inc.

Workiva, Inc.

Workiva, Inc.

Date Founded




Type of Company


Employees (Worldwide)



Computer Software
Other Business & Consulting Services
Market & Policy Research
IT Consulting & Services
Holding Companies
Waste Management & Recycling

Company Description

Workiva, Inc. engages in the provision of cloud-based solutions for connected data, reporting and compliance. Its platform, Wdesk, offers controlled collaboration, data linking, data integrations, granular permissions, process management and a full audit trail. The company was founded by Matthew M. Rizai, Jerome M. Behar, Martin J. Vanderploeg, Joseph H. Howell, and Daniel J. Murray in August 2008 and is headquartered in Ames, IA.

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Executives & Employees

President, Chief Executive Officer & Director

Chief Financial Officer & Executive Vice President

Deputy General Counsel

Executive Vice President & Chief Technology Officer

Senior Vice President, Treasurer & Chief Accounting Officer

Secretary, Chief Legal & Administrative Officer

Chief Revenue Officer & Executive Vice President

Account Executive

Account Executive

Senior Director Business Development

Board of Directors

Chairman & President at Mabsco Capital, Inc.

President at Arizona State University

Vice Chairman-Executive Committee at United Way of Central Iowa

Former Partner at PricewaterhouseCoopers LLP

Chief Experience Officer at CaringBridge

President, Chief Executive Officer & Director at Workiva, Inc.

Chief Executive Officer at Robert H. Herz LLC

Paths to Workiva, Inc.
Potential Connections via
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Workiva, Inc.
Owners & Shareholders
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Riverbridge Partners offers growth-oriented investment services by investing in equity securities which they believe can achieve sustainable high returns on invested capital over the long-term. They focus on companies that are building their earnings power and intrinsic value over long periods of time. The firm invests in high-quality growth companies that demonstrate the ability to sustain strong secular earnings growth, regardless of overall economic conditions. Riverbridge Partners generally invests in growth equity securities of companies of any size, including small- and mid-cap companies. All portfolios are aligned to a model portfolio. As a result, dispersion between accounts is relatively small. They concentrate on outperforming their portfolio benchmarks over longer periods of time. Portfolio turnover is generally less than 30% annually. Portfolios generally seek to remain fully invested at all times; cash is a residual of Riverbridge's investment process. The firm may customize portfolios to meet the client's capital appreciation and income needs. Customized portfolios may be diversified across asset classes (stocks, bonds, cash, etc.). Riverbridge Partners' fixed income investment strategy focuses on investment grade fixed income securities.

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Oberndorf Enterprises LLC is a private company headquartered in San Francisco, CA. The firm provides investment advice. It was founded by William Ernst Oberndorf.

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Hawk Ridge Management generally pursues a value-oriented strategy, targeting equity-like returns while taking on significantly less market risk than the broad market indices. The firm makes long and short investments in publicly-traded equity securities primarily in the United States and other developed markets. Hawk Ridge attempts to achieve their objectives through thoughtful, in-depth due diligence and bottom up, fundamental analysis of investments, including both quantitative valuation analysis and significant qualitative due diligence. In evaluating investments, the firm places particular emphasis on developing an independent perspective and conducting thorough interviews of management and third party industry professionals.

Recent Transactions
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Workiva, Inc. issued . USD Common Stock

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Workiva, Inc. issued Class A Common Stock

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Workiva, Inc. raised money in a private placement transaction

Insider Transactions
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Transaction Advisors
Escrow Agent

Advised onWorkiva, Inc. issued Class A Common Stock


Advised onWorkiva, Inc. issued Class A Common Stock


Advised onWorkiva, Inc. issued . USD Common Stock

Advisors & Consultants
Senior Advisor

Chief Executive Officer at Robert H. Herz LLC


Senior Advisor at Workiva, Inc.


KeyCorp operates as bank holding company. The company operates through the following two segments: Key Community Bank and Key Corporate Bank. The Key Community Bank segment serves individuals and small to mid-sized businesses by offering a variety of deposit, investment, lending, and home equity, credit card and personalized wealth management products and business advisory services. The Key Corporate Bank segment focuses on serving the needs of middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector and real estate. Key Corporate Bank focuses on serving the needs of middle market clients in seven industry sectors: consumer, energy, healthcare, industrial, public sector, real estate, and technology, which delivers a broad product suite of banking and capital markets products to its clients, including syndicated finance, debt and equity capital markets, commercial payments, equipment finance, commercial mortgage banking, derivatives, foreign exchange, financial advisory, and public finance. The company was founded in 1958 and is headquartered in Cleveland, OH.

Temple University is a national center of excellence in teaching and research with an international presence. Our talented faculty and broad curriculum of over 400 academic programs provide superior educational opportunities for academically talented and highly motivated students, without regard to their status or station in life.

Florida Atlantic University (also referred to as FAU or Florida Atlantic) is a public university located in Boca Raton, Florida with five satellite campuses located in the Florida cities of Dania Beach, Davie, Fort Lauderdale, Jupiter, and in Fort Pierce at the Harbor Branch Oceanographic Institution. FAU belongs to the 12-campus State University System of Florida and serves South Florida which has a population of more than three million people and spans more than 100 miles (160 km) of coastline.

Key Stats and Financials As of 2018
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Bluestem Capital Co. LLC invests in a variety of industries including water and power, manufacturing, energy, retail, business & info services, medical, real estate. The firm invests in early to late stage companies with an investment size of $500,00 to $3,000,000 and provides preferred stock or other convertible securities. It also actively takes board sit. The firm's exit strategies are sale to strategic or financial buyer, Management buyout and public offerings.

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Former Managing Director at Workiva, Inc.

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Former Chief Executive Officer & Managing Director at Workiva, Inc.

Suppliers, Inc. IT Consulting & Services | Seattle, Washington, Inc. engages in the provision of online retail shopping services. It operates through the following business segments: North America, International, and Amazon Web Services (AWS). The North America segment includes retail sales of consumer products and subscriptions through North America-focused websites such as and The International segment offers retail sales of consumer products and subscriptions through internationally-focused websites. The Amazon Web Services segment involves in the global sales of compute, storage, database, and AWS service offerings for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Alphabet, Inc. Internet Software & Services | MOUNTAIN VIEW, CA

Alphabet, Inc. is a holding company, which engages in the business of acquisition and operation of different companies. It operates through the Google and Other Bets segments. The Google segment includes its main Internet products such as Ads, Android, Chrome, Commerce, Google Cloud, Google Maps, Google Play, Hardware, Search, and YouTube. The Other Bets segment includes businesses such as Access, Calico, CapitalG, GV, Nest, Verily, Waymo, and X. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

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