recordkeeping-header.jpg
recordkeeping-header.jpg

Rely on our expertise for your stock transfer needs


SCROLL DOWN

Rely on our expertise for your stock transfer needs


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

GroupFive-Medallion.png

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.

Recordkeeping Icons


Recordkeeping Icons


Choose a partner that offers you more

chat-consult-icon-purple.png

Advisory services

communicate-icon-purple.png

Investor communications

arrows-icon-purple.png

Stock transfer

currency-exchange-icon-purple.png

International currency exchange

training-icon-purple.png

Annual meeting and proxy solutions

dividend-reinvestment-icon-purple.png

Dividend reinvestment

shareholder-search-icon-purple.png

Escheatment compliance

filing-icon-purple.png

Warrant agent

payment-icon-purple.png

Paying agent

escrow-icon-purple.png

Escrow services

Recordkeeping Contact


Recordkeeping Contact


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