MANAGE CAP TABLE

WITH A TRANSFER AGENT THAT CARES

Colonial values its clients and their investors
by putting them first through personalized
customer service, innovative technology
and over 30 years of expertise

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CONSIDERING AN

IPO FOR YOUR
COMPANY?

Our experts are ready to guide
you through the IPO process including closing,
exchange listing, distribution and more

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TAILORED

CROWDFUNDING
SERVICES

Crowdfunding portals and their company
clients can seamlessly integrate into our
transfer agent and investor recordkeeping services

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FULL SERVICE

PROXY MEETINGS

Using our online proxy voting platform,
we can manage your proxy voting campaign
from start to finish including full integration
with brokers

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Our services

Our services are tailored for all of your transfer agent and cap table reporting needs.  In addition to issuing shares and providing investor support, our services team is here to help you with all of your needs.

Why Colonial Stock Transfer?

An SEC registered transfer agent and cap table management provider is a key component for not only having happy shareholders, but also ensuring your stock and its most important transactions are handled correctly. Colonial provides issuers with the most professional and innovative services in the industry by going beyond standard transfer agency agendas and incorporating a more personal touch with competent, efficient employees and unmatched customer service.

Personalized Service

We provide personalized and responsive service on every tranasaction and inquiry, coupled with your online cap table and investor management tools, delivering peace of mind to you and your investors.

Innovative Technology

Our proprietary online cap table management and transfer agency platform includes the latest online features for you and your investors such as share issue, stock options, ESPP, dividend, and proxy.

Experience

Registered in good standing with the SEC since our opening in 1987, our team has the expertise to successfully provide the guidance you need from your daily transactions to your IPO or M&A activities.

Latest news and insights

Stay up to date on the latest security industry news, SEC releases, and insights from around the industry.

April 11, 2019

Reg A+ vs S-1 vs Reg D Offerings

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March 8, 2019

SEC Releases Examination Priorities for 2019

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February 25, 2019

SEC Provides Guidance on Initial Coin Offerings

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January 23, 2019

Regulation A+ Available for SEC Reporting Companies

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December 5, 2018

OTC Markets Transfer Agent Verified Shares Program

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October 1, 2018

Equity Crowdfunding Requirements, a Full Comparison

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