United States
Summary
This business provides a wide range of financial and governance services, including transfer agency, employee equity plans, proxy solicitation, and entity compliance. It serves individual shareholders, financial advisors, and corporate clients, offering solutions for corporate governance, shareholder communications, and various investment services. The business model emphasizes global coverage and technology-driven solutions to enhance stakeholder engagement and operational efficiency.
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Label
Value
Active Dates
25.2 years — Since Nov 1999
Web Hosting
Platform
E-Mail Provider
Proofpoint
NAICS Code
523920
SIC 4 Digit Code
6799
SIC 2 Digit Code
67
Industry
1. Financial Services and Corporate Governance
2. Portfolio Management
Vendor
Source
Microsoft
TXT Record
Atlassian
TXT Record
Cisco CI
TXT Record
DocuSign
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TXT Record
Miro
TXT Record
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
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1999 |
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2000 |
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2001 |
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2002 |
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2003 |
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2004 |
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2005 |
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2006 |
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2007 |
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2008 |
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2009 |
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2010 |
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2011 |
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2012 |
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2013 |
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2014 |
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2015 |
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2016 |
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2017 |
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2018 |
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2019 |
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2020 |
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2021 |
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2022 |
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2023 |
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2024 |
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