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Rely on our expertise for your stock transfer needs


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Rely on our expertise for your stock transfer needs


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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Choose a partner that offers you more

Advisory services

Investor communications

Stock transfer

International currency exchange

Annual meeting and proxy solutions

Dividend reinvestment and disbursement

Escheatment compliance

Warrant agent

Paying agent

Escrow services

Recordkeeping Contact


Recordkeeping Contact


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