Business Profile Summary

Founded in 1992, DPC DATA Inc. is a leading U.S.-based provider of municipal bond data and disclosure solutions. With more than three decades of experience and a deep commitment to data integrity, DPC DATA delivers scrubbed, actionable financial and operating data to clients across the fixed income marketplace. Their proprietary Obligor and Sector Mapping System underpins a wide range of services that improve regulatory compliance, credit risk analysis, and investment decisions. DPC DATA supports over 85 employees and operates a subsidiary in the Philippines. They serve a wide range of institutional clients including municipal bond dealers, underwriters, portfolio managers, RIAs, SMAs, and public finance lenders.

Company Overview

Industry: Information Services / Financial Data

Founded: 1992

Headquarters: 103 Eisenhower Parkway, Suite 302, Roseland, NJ 07068, USA

Phone: 1-201-346-0701

Email: sales@dpcdata.com

Website: https://www.dpcdata.com

Social Media: LinkedIn | Twitter/X | YouTube

Employees: 85

Subsidiary: DPC DATA (Philippines) Inc.

Affiliated Brands & Products

• MuniREF
• New Issue Reports
• AI Training Data
• MuniCREDIT Solutions
• MuniCREDIT Online
• MuniCREDIT Financials
• MuniCREDIT Mapping
• BondVALU
• MuniCLIMATE Solutions
• MuniPOINTS
• Filings Summary
• MuniDOCS Online
• MuniGUARD News
• MuniGUARD Monitor
• MuniGUARD Professional
• Charter School Credit Data

Services Overview

• MuniREF: MuniREF provides municipal bond terms, schedules, identifiers, and disclosure events in a structured format for security master databases. It is also a cost-efficient model designed to meet Fintech and Regtech startups’ need for affordable, reliable data. MuniREF, jointly powered by DPC DATA and FTLabs’ DataLattice.ai, combines AI-driven data extraction with human municipal bond expertise. It prioritizes accurate data, keeps costs in check, and offers flexibility in how clients receive the data to match their system requirements. The data model covers issuer and security relationships, interest schedules, call provisions, sinking funds, tax features, and other municipal structures.
• New Issue Reports: DPC DATA’s New Issue Reports transform key data from a client-provided POS into a concise, 1 to 2-page PDF. It provides underwriters, bankers and due diligence professionals with a single, shared reference point for the bond issue. This report does not replace the POS, it helps the client’s team get to the right information faster. The report is designed for banker education, sales meeting and client meeting prep, due diligence workflows, and internal team coordination. Each report includes: proposed maturity schedule, call feature details, general reference data, such as par amount, Bank Qualified status, and sale date; MuniPOINTS summary, latest financial and operating data from the POS; comprehensive coverage through government or revenue report templates, white-labeling with the client’s company logo and approved disclaimers.
• AI Training Data: AI-Ready Municipal Bond Data for institutional investors that fuels smarter trading and credit analysis. AI-ready disclosure data includes raw filings (Official Statements, Material Events, CDRs) mapped, indexed, and ready for machine use; CUSIP-9 to obligor linkage for precise credit attribution; sector mapping that identifies the true underlying obligor Indexed and normalized disclosure documents for direct ingestion into LLMs and ML models.
• MuniCREDIT Solutions: CUSIP mapping, 29,000+ obligors, custom reports, subscription/data feed. A comprehensive municipal market data platform offering: MuniCREDIT Online: On-demand, subscription-based access to financial and operating data for 28,000+ obligors. Includes optional MuniCLIMATE Scores. MuniCREDIT Financials: Reliable financial data across all sectors with templates for 100+ subsectors. Available as data feeds or custom-branded reports. MuniCREDIT Mapping: Proprietary sector and obligor mapping methodology identifying true Direct Obligors, not just bond purposes. Ideal for: credit analysts, underwriters, and portfolio managers looking for accurate, scalable data to replace internal manual systems.
• MuniCLIMATE Solutions: Integrates current and forward-looking climate risk data with muni financial data using partnerships with First Street and Spatial Risk Systems (SRS). Delivers: Risk scores for flooding, wildfire, wind, and heat; Mapping to CUSIP and obligor levels; Tools for assessing fiscal resilience and social vulnerability. Use Cases: portfolio risk screening, regulatory compliance, investment committee briefings.
• MuniPOINTS: A popular compliance and sales tool offering: Concise, bullet-pointed summaries extracted from official statements; Indexed by CUSIP; Integrated with MuniDOCS Online and MuniGUARD News; Easily shared via email or print; Benefits: G-17, G-19, and G-47 compliance; streamlined sales support.
• BondVALU: BondVALU delivers automated credit trend scores and relative value signals to help traders, analysts, and portfolio managers quickly screen bonds, monitor risk, and spot opportunities. With daily updates, real-time yield comparisons, and sector-aware scoring, it simplifies decision-making across muni and corporate markets. The platform supports both pre-trade screening and ongoing surveillance—reducing manual effort while expanding visibility across portfolios. Built for scale and easy to integrate. BondVALU FAQs
• Filings Summary: Designed for underwriters’ 5-Year Lookback requirement, this product: Allows real-time generation of historical compliance reports; Integrates with IPREO BiDCOMP/Parity; Offers compliance flags, commentary, and calculations
• MuniDOCS Online: Provides comprehensive access to officially filed municipal disclosures: Final Official Statements (OS), amendments, escrows; Financial and operating disclosures by CUSIP and obligor; Linked to portfolio/trading platforms; Often bundled with: MuniPOINTS and MuniGUARD News.
• MuniGUARD News: News feed covering over 500 regional sources, linked to: CUSIP/Series, obligor, location, and bond type; Includes relevance indexing and filtering; Supports Disclosure at Point of Sale and G-17/G-47 compliance.
• Charter School Credit Data: Offered in partnership with School Improvement Partnership (SIP), provides: Data for 6,600+ charter schools and 600+ CMOs; Academic, operational, financial, and social data; Mapped to municipal obligors via DPC’s MuniCREDIT Mapping

Target Audience

• Municipal Bond Dealers and Trading Desks: Use DPC’s tools like MuniPOINTS, MuniDOCS Online, and MuniGUARD News for quick access to disclosure data and summaries. Use BondVALU for muni bond credit momentum scores. Value integration with trading platforms like Tradeweb, ICE TMC, and ICE BondPoint. Benefit from real-time data feeds and news alerts for pricing decisions and compliance. Use New Issue Reports to accelerate prep time. Review structures, key dates, maturity schedules, and call features before customer conversations. Use MuniREF for validated, versioned municipal bond reference data at more competitive prices.
• Underwriters: Rely on tools such as Filings Summary and MuniCREDIT Financials for due diligence (e.g., 5-Year Lookbacks). Use MuniCREDIT Mapping and sector classification to evaluate the true obligor and risk levels. Need compliance support with MSRB Rules G-17, G-19, G-47. Use New Issue Reports to equip bankers and sales teams with a useful issue summary without adding manual work for the deal team./li>
• Buy-Side Institutional Investors: Includes mutual funds, pension funds, asset managers, and hedge funds with municipal bond exposure. Use MuniCREDIT Online and MuniCLIMATE Solutions for in-depth credit research and ESG integration. Require forward-looking climate risk data and financial ratios to support investment decisions.Use BondVALU for faster, more efficient muni bond analysis.
• Portfolio Managers & Credit Analysts: Need standardized and scrubbed data (e.g., MuniCREDIT Financials) for risk modeling and valuation. Use templates and data feeds for cross-sector comparisons and scenario planning. Benefit from custom reports, CSV downloads, and API integration options. Use BondVALU for faster, more efficient muni bond analysis and monitoring. Use MuniREF for validated, versioned municipal bond reference data at more competitive prices.
• Compliance Officers & Risk Managers: Use MuniGUARD Monitor and MuniGUARD Professional to track material events and fulfill regulatory requirements. Leverage alerts and audit trails to comply with SEC Rule 2A-5 and avoid regulatory penalties. Use New Issue Reports to simplify internal reviews with a concise, reliable summary tied directly back to the firm’s specific POS version. Use MuniREF to source lineage, audit events, effective dates, production history, and governed corrections.
• Registered Investment Advisors (RIAs): Use MuniPOINTS and MuniGUARD Monitor to deliver transparent, auditable information to retail clients. Require easy-to-understand disclosure summaries and portfolio event alerts. Use New Issue Reports to review municipal bond suitability before client meetings.
• Public Finance Bankers & Lenders: Use Charter School Credit Data and MuniCREDIT Solutions to identify financing opportunities and assess client risk. Support business development and client management in high-yield sectors (e.g., charter schools, senior living).
• Third-Party Data Platforms: Benefit from DPC DATA’s platform-agnostic architecture and APIs for embedding municipal data in: Portfolio management systems; Research platforms; Risk analytics tools.
• AI Solutions Architects and AI researchers: Use DPC’s AI Training Data to train AI and large language models (LLMs) for municipal bond research, monitoring and analysis for portfolio management, trading desk, and institutional investing workflows. Use MuniREF for structured data, provenance, confidence, GraphQL, and planned MCP access.
• Fintech, regtech and data vendors: Use MuniREF for reusable municipal reference data with efficient economics, traceability, and flexible integration.