OUR STORY
ClearTrust, LLC is an award-winning, full-service stock transfer agent, serving public and private companies and community banks.
ClearTrust offers robust shareholder record keeping and compliance services to growing issuers, with services that include online account access, compliance support, corporate governance consulting, paying agent services, corporate action processing, DRIP maintenance, proxy administration, assistance with DTC eligibility, and solving unique issuer problems. Our founders were motivated to create a positive difference in the securities industry rooted in decency, helpfulness, and integrity.
OUR MISSION
ClearTrust gives peace of mind through exceptional shareholder services.
OUR VISION
Our vision is to set the standard as the transfer agent that is an indispensable ally to growing companies. We do this through grace, gratitude, and unity.
OUR VALUES AND PILLARS
We treat you the way we want to be treated. We aim to be transparent, competent, responsive, and full of integrity. We break the mold of the mundane transfer agent, actively partnering with our clients to support their growth and make their lives easier.
We have taken the industry’s best practices to a new level.
ClearTrust, LLC is registered with the Securities Exchange Commission and is an active members of the Securities Transfer Association.
Our long-term, experienced staff is knowledgeable about what our issuers face on a daily basis, consistently delivering results that actually make a difference. Our management team has extensive experience in the stock transfer industry and provides insight into the driving forces that our issuers face.
We have established a reputation for best practices in delivering solutions and services that address real-world needs of issuers. Our customer-driven services
extend beyond traditional shareholder maintenance to cure pain points that issuers suffer in our industry today.