TRANSFER AGENT SERVICES
Why choose Carta as your transfer agent?
When you issue securities on Carta, your equity information is updated in real-time.
Experienced, service-focused team
We bring deep industry experience and pride ourselves on exceptional customer service.
Carta also offers equity plan administration and ESPP software, in the same platform.
FULL-SERVICE TRANSFER AGENT
The trusted way to issue certificates
We’ll maintain your stockholder records and assist your stockholders with inquiries, like transfer requirements, lost certificates, and address changes.
Proxy services and corporate action processing
We’ll help you navigate the annual meeting process and provide proxy service support (including e-Proxy/Notice & Access). You can also run detailed reports from Carta anytime.
REGISTERED TRANSFER AGENT
Trust and customer service
We hold our team to the highest standards, ensure we follow all regulations, and help you stay compliant. We acquired Philadelphia Stock Transfer in early 2018, and maintain their commitment to service and expertise.
In addition to our transfer agent services, Carta also offers equity plan administration and ESPP software, so you can manage all your stock in one place.
Learn how to prep for an IPO
Our IPO Preparedness Guide will walk you through the process and how to choose a transfer agent.