About Us

EquityTrack is a cap table management provider and stock transfer agent that operates in the stock exchange district in downtown Salt Lake City, Utah.  We host modern cap table software accessible in the cloud for both private and public companies.  EquityTrack also provides traditional stock transfer agent services, through its parent company, Colonial Stock Transfer.  Colonial has been in good standing with the SEC since its inception in 1987. Our cap table management services are fully synced with Colonial’s full services to provide you with the care and compliance your company needs.

Through our cap table management platform, you can issue and manage all securities types including managing employee plans with investor logins, broker integration, and stock purchase plan management features.

In addition to cap table management services, we manage the crowdfunding offering process for funding portals and issuers, including initiating and closing the offering. Using our proprietary Cloudraise® funding software, we streamline your crowdfunding offering processes and keep your investor data safe. As you conduct your offering, we ensure stock transfer compliance so you can maximize your capital raising opportunities. 

Public companies that are traded on the NASDAQ, NYSE and OTC Markets can rely on Colonial’s SEC registered transfer agent services which include DTC FAST and DRS transfers, shareholder meeting and proxy voting, SEC filing, and press release and newswire services.

We would love to discuss our services as well as the benefits of our generous referral program with you.  Contact us toll-free at (877) 285-8605 or using the below form to setup your account today.

Contact Us

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

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