EquityTrack offers partnership opportunities for funding portals and perks for individual clients who refer business to us. As your partner, we adapt to your business firsthand while also giving you informed suggestions to better help your clients.

Partnership Benefits

For our partners, we offer many benefits and perks for working with EquityTrack.  Here are a few:

SEC regulatory compliance
Ensure federal and state compliance through our SEC registered transfer agent, Colonial Stock Transfer, including applicable transfer agent compliance from the SEC, IRS, UCC and FINRA including safe harbor protections provided through the SEC’s Regulation Crowdfunding

Help your companies go public
We have helped a large number of our companies get traded on stock exchanges such as NYSE, NASDAQ and OTC Markets

Experience and service
We offer extensive experience as a cap table management provider and transfer agent. Also, our proprietary software keeps both company and investor records secure. Lastly, we prioritize client satisfaction, helping you communicate with your client base and adapt to their changing needs or requests

Expand your service offering
Improve or expand your current services to include SEC filings, transfer agent, escrow, cap table tracking, blue sky filings, and more – we can handle the majority if not all of your compliance needs outside of your funding portal functions

Get special perks
In addition to partnerships with funding portals, we provide discounts and special perks through our referral program to companies that refer their clients to EquityTrack. While we gain clients that reap the benefits of our all-encompassing cap table management and transfer agent services, you receive scaling discounts and advantages to using our services

Funding portal synchronization
We partner with you so you can launch into the equity crowdfunding market and attract investors, giving you the competitive edge you need to succeed as a regulation crowdfunding portal through our synchronized funding portal services

Contact us

We are here to help with your offering, investor recordkeeping, and raising capital needs.

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