Jo Palmer, CEO of U.S. Shareholder Services featured on the cover of CIO Views Magazine for redefining leadership in financial services.
Effectively manage the complexities of your equity plan administration needs.
Introducing our new Chief Executive, Global Shareholder Services
Discover how EquiTrax™ aligns with your compensation goals and helps you meet your ROI objectives.
EQ is the leading trusted advisor driving positive shareholder engagement throughout all critical events across the company lifecycle.
Transfer Agent Services →
Equity Plan Solutions →
Corporate Action Services →
Corporate Trust Services →
Asset Recovery Services →
Governance, Proxy & Ownership Services →
A comprehensive Ownership Management solution to guide and support your ownership journey that’s powered by our intuitive, blockchain-enabled technology platform.
Cap Table Management →
Employee Equity Administration →
Preparing for Exit →
A leading provider of mutual fund proxy solicitation services in the U.S. for more than 25 years bringing specialized advisory services and technologies that drive customized proxy solutions and enhance shareholder engagement.
Activist Advisory & Analytics Services →
Annual & Special Meeting Services →
Proxy Solicitation Services →
Contested Proxy Solicitation Services →
Rights Offering Information Agent Services →
Two industry leaders have become your one partner of choice across all stages of the corporate lifecycle globally with 40 million shareholders, more than 6,700 clients, over 6,500 employees, and serving 35% of the S&P 500 and 49% of the FTSE UK 100.
We use data-driven analytics across the corporate lifecycle because we know that each and every share holds knowledge. Knowledge that drives insights and leads to a better understanding of your ownership which is tantamount to your success.
We know your business. We’re invested in your success. And we know you. We deliver comprehensive ownership insight proactively and consultatively that empowers you to successfully engage with your stakeholders and reach your business goals.
As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all.
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