EQ is your trusted advisor, with over 150 years of combined experience. We provide strategic direction for corporate growth and shareholder engagement, and expert guidance to navigate corporate events. Our dedicated team processes, guides, and flawlessly executes critical stock transfer agent services.
As your trusted advisor, EQ excels in share registry management, compliance risk reduction & shareholder engagement. Our industry experience, expertise & innovative products make us the #1 transfer agency for client loyalty*, supporting companies from IPOs to established firms. *Group Five Financial Reporting Benchmarking Study, 2022
Dividend disbursement means more than just providing your shareholders with a cash return on their investments. EQ can help you use investment plan programs as a valuable way to strengthen shareholder loyalty while gaining a significant source of recurring capital for your firm through a direct purchase or dividend reinvestment plan.
Keeping up with tax regulation changes can be burdensome and, if not followed properly, may result in penalties from the IRS. Having an expert partner take care of the operational support associated with proper tax reporting will help keep your mind at ease and IRS penalties at bay.
At EQ, we build relationships that help us truly understand your business and develop customized stock transfer solutions based on your unique needs. With complete public and private transfer and registry services, we deliver unique insights, technology-based solutions, and informed, strategic recommendations that yield an extraordinary shareholder experience. Our dedicated relationship managers are backed by a team of tenured professionals to provide personalized, thorough support to ensure a collaborative partnership you can rely on at any stage across the full lifecycle of your company.
TECHNOLOGY-DRIVEN
Technology drives every EQ solution, so you can rely on the highest levels of data security and the most efficient approach to managing your business. With a proprietary platform and front-end web interfaces, you always have control over your data to ensure a seamless experience. Our high-touch, collaborative approach integrates technology into our operations to enable more personalized interactions with shareholders.
ONE CONTACT, EVERYTHING YOU NEED
With one point of contact, there’s no need to transfer records or find and manage multiple vendors. Through streamlined transactions, reporting, and record-keeping services, you make one call – we make it happen.
FOREVER
EQ is your proactive, solution-focused partner supporting the entire shareholder experience. From flawless transfer agent and registrar service to IPO and everything in between, EQ is your trusted advisor for all your needs across the lifecycle of your company.
Connect with our team to learn more about EQ’s transfer agent offering and full range of services.
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Executive Vice President, Transfer Agency
Bob leads the Transfer Agency business at EQ to provide a greater knowledge per share for every client with his 40 years of experience as an industry executive.
Head of Transfer Agent Operations
With over 20 years of experience in relationship management, product development, call centers, operations, and finance, Margot leads Transfer Agency Operations at EQ.
Executive Vice President, Head of Relationship Management
Adam and his team provide exceptional service to our world-class clients through collaborative, high-touch service.
Executive Director, Transformations
Miri is a tenured leader on our Transfer Agency team overseeing our continual evolution to provide the industry’s best tools and services for our clients.
Director, Asset Reunification & Escheatment
With a demonstrated history of leadership in the financial services industry, Melissa and her team help clients simplify the process of escheatment and abandoned property requirements.
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Connect with our team to learn about EQ’s transfer agent offering and full range of services.
CONNECT WITH US