The transfer agent that never has to change just because your company grows.
Whether you're standing up your first register ahead of a Reg CF raise or coordinating a corporate action on the Big Board, Equity Stock Transfer runs the plumbing underneath it: the register, the record date, the settlement obligation. Built by a Wall Street trader, run with market instincts.
Free tools for wherever you are in the issuer lifecycle.
Built by EST — no login, no sales call. For informational purposes only.
Going Public Navigator
Current listing qualifications for Nasdaq, NYSE American, and the OTC markets, plus a phase-by-phase checklist and timeline for going public.
Open NavigatorProxy Meeting Timeline Calculator
A full proxy timetable from record date to meeting, built around your state of incorporation, meeting format, listing venue, and delivery.
Open CalculatorEscheatment Map
State-by-state unclaimed property filing cycles, dormancy periods, and due-diligence rules for securities and dividend property.
View MapIssuer Login
Find your company to go straight to your portal login.
Find Your CompanyEDGAR / XBRL
Full-service EDGAR and XBRL filings through our SEC-registered filings agent and partner, coordinated end to end by EST.
Learn MoreVirtual Shareholder Meetings
SEC-compliant ViSA virtual meeting options, professionally curated to fit your budget and timeline.
Explore ViSAAn agent that fits the stage you're at — and every stage after it.
Most transfer agents are built for one stage of a company's life. EST is built around the whole arc: the Reg A mailing, the Nasdaq listing, the foreign co-agency, so you never have to change agents to keep growing.
Built for the Full Lifecycle
From Regulation A and Reg CF offerings through OTC markets to NYSE American, Nasdaq, and the New York Stock Exchange. The agent you engage at your first raise is the agent standing beside you at the opening bell.
A Decision-Maker, Not a Ticket Queue
Boutique responsiveness backed by the capital and infrastructure of Nant Global Finance. When a filing deadline is tight or a closing is moving, you reach someone who can commit the firm.
No Termination Fees, Ever
We keep clients with service, not contracts. Bundled annual plans mean the invoice never becomes the reason to reconsider the relationship.
A sample of the register work we run every day.
Transfer Agent Services
The core register: book-entry processing, DRS, issuances, transfers, and investor recordkeeping, run as a modern, technology-first operation.
ExploreIPOs & Listings
Closing-day certainty: shares issued and positioned on time, DWAC and escrow mechanics coordinated in advance, a decision-maker on the line.
ExploreRegulation A & Crowdfunded Offerings
Our home field. EST has executed some of the largest crowdfunded IPOs on the Street, onboarding tens of thousands of holders in a single offering.
ExploreCorporate Actions
Reverse splits, mergers, tenders, exchange offers — each an execution with a settlement obligation, planned like a desk plans a large order.
ExploreProxy & Annual Meetings
Electronic proxy voting, mailings and distributions, master tabulation, and inspector of election services for clean, defensible meetings.
ExploreSee All Services
Every issuer service EST offers, in one place — transfer agency, corporate actions, IPOs, proxy, escheatment, and more.
ExploreOne fixed annual cost. No per-transfer surprises.
The philosophy is unlimited: a single annual price that covers the register, sized to the issuer's stage — so the invoice never becomes the relationship.
Foundation
- Book-entry register & DRS statements
- Unlimited routine transfers
- Online issuer & shareholder portals
- Dedicated account contact
Growth
- Everything in Foundation
- High-volume holder onboarding
- DWAC / FAST processing
- EDGAR & XBRL coordination
- Annual meeting & proxy support
Institutional
- Everything in Growth
- Exchange notice-calendar discipline
- Corporate action execution
- Dividend & DRIP administration
- Escheatment across all fifty states
Plan contents shown are representative. Contact us for current inclusions and pricing.
No termination fees, ever.
We are one of the few transfer agents in the country that will never charge you a fee to leave. Your counsel does not charge you to change firms, and neither should your transfer agent. We keep clients with service, not contracts.
A transfer agent should never be the reason a deal waits.
Our founder came from the trading floor at E*TRADE Securities, where a record date was a market event and settlement was the difference between a clean book and a fail. That's the standard we hold every issuance, closing, and corporate action to — planned backwards from the moment the position must be right, not reconstructed after the fact.
The register is technology, not paper.
Online shareholder access, real-time issuer reporting, and integrated EDGAR/XBRL filing services today — plus a blockchain-native digital transfer agency in BlockAgent for issuers moving toward tokenized securities.
Full-service EDGAR and XBRL filings through our SEC-registered filing agent partner, coordinated end to end by EST — see EDGAR / XBRL for details.
Tell us where your company is, and where it's headed.
From a first Reg CF raise to a listed-company corporate action, we'll route you to the right person, not a ticket queue.
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