Why EquityTrack?

Having an efficient cap table management software combined with a capital raising solution makes it easier than ever to support your investors while attracting new ones.  Add in our transfer agency services and you have the best investor management solution on the market.

SEC Registered Transfer Agent

SEC Registered Transfer Agent

Our transfer agency has been in business in good standing with the SEC since its opening in 1987. Processing hundreds of thousands of transactions, we are here to help you with your IPO and public company needs.

Customer Focused


Our customer service teams are here to guide you through the process with timely responses and white glove service for all of your cap table management, transfer agent, and capital raising needs.



EquityTrack uses its Cloudraise® and online cap table management software to make doing offerings easier than ever, combining investor recordkeeping and capital raises into one solution.

Who we serve


Be efficient.

Through a combo of our online platform and full service, you can focus on what’s most important and we’ll do the rest.

Enhanced personalized service.

Our professional services team is ready to support you and your investors with timely and quality support.

Make growing easier.

We can facilitate your company growth with initial public offering (IPO) services, mergers and aquisitions, DTC eligibility and more.

Maintain data security and compliance.

We protect what is most important: data security, privacy and regulatory compliance for your company and investor data. Our legal and technical experts are here to help.

Cost savings.

Save on start up costs and our low fee structure to help propel your company growth to the next stage.

Peace of mind.

You can rest assured knowing that we are an independent SEC registered transfer agent that you and your investors can rely on for support and compliance.

Our Cloudraise® Clients

Latest insights

Read below to stay connected with recent events and changes in the securities industry through our blog, news and press release updates.

May 26, 2020

8 Reasons Companies Should Not Use a Third-Party Platform for their Reg A+ Offerings


May 26, 2020

Top 9 Tips to Conduct a Successful IPO


October 3, 2019

How to do a Reg A+ IPO on NASDAQ and NYSE


March 5, 2019

Traditional Crowdfunding VS Equity Crowdfunding


January 23, 2019

Reg A+ Now Available For All Public Reporting Companies


August 8, 2018

Proposal to Raise Reg CF Cap to $20 Million

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