A trusted advisor to 6,000 U.S. companies, including more than 700 private companies

For more than 35 years, we've been providing advisory services, communications and technology solutions to many of the world's leading companies. As an SEC-registered transfer agent, we facilitate investor recordkeeping and communications, stock transfers for individual holders and annual meetings, as well as dividend disbursement for public and private companies. And if you are looking to raise capital under a “mini IPO”, you are required to engage a transfer agent.

Our clients know they can count on our investment in resources, years of industry leadership and commitment to service to form long-term relationships that produce real business results.

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Let’s talk about how we can support your business needs.