Transfer agents aren't just for public companies any more.
Learn how you can benefit from partnering with a registered transfer agent.
Congratulations, you have investors! Let us manage the details so you can focus on growing your core business. Partner with us for traditional shareholder recordkeeping as well as distributed ledger digital securities using Blockchain technology. As your needs grow, so do the services available to you. Services include:
- Stock issuances
- Ownership transfers
- Restricted securities transfers
- Pre-IPO and IPO transfer agency services
- Investor communications
- Payments and distributions
- Proxy and meeting services
- Escheatment and unclaimed property services
- Employee equity plan administration
- Board portal
- Distributed ledger digital securities
- Tax reporting
- DTC eligibility
We can help as your needs change and evolve
Pre- and post-IPO services
Employee equity plan administration
Corporate event processing
Support for your board
Looking to manage your cap table with self-administration software?
We can help with that too.
We will help you
We manage your shareholder records so that you don’t have to.
Stay on budget
Our flexible and cost-effective fee structure is designed with the small company in mind.
Keep your investor data secure
Records are protected with strict data security protocols in a compliant environment.
Have peace of mind
We have the experience and knowledge to help clients large and small with any level of investor complexity.
Enjoy personalized service
Your dedicated client relationship team is focused solely on private companies. They have the expertise to provide tailored solutions to serve your needs, supported by the full resources of our organization.
Meet your corporate objectives
We are uniquely positioned to partner with your company in many ways including corporate governance obligations, subscription escrow, corporate actions, initial public offering (IPO) services or equity compensation plan administration.
We're here to discuss how our services for private securities, Regulation D, Regulation A and Regulation A+ offerings can help you.