Insights

Regulatory Expertise ClearTrust LLC specializes in providing proactive compliance guidance, making it an ideal partner for companies seeking to navigate complex regulatory environments efficiently, which can be leveraged to differentiate their services in compliance-driven markets.

Technology Integration The company's recent partnership with VOTR Inc. to enhance shareholder communication indicates an openness to innovative technology solutions, presenting opportunities to offer advanced communication tools and digital engagement platforms.

Service Diversification ClearTrust's comprehensive shareholder meeting management and proxy services suggest a potential to expand into related advisory and event management services for corporate clients looking to streamline stakeholder interactions.

Market Niche Serving a specialized niche of listed, OTC, community banks, and private equity issuers, ClearTrust can be approached for tailored financial services and compliance strategies aimed at similar or adjacent financial sectors.

Growth Potential Despite a smaller team size, the company's emphasis on quick turnaround times and personalized customer service positions it well to attract mid-sized firms seeking agile and responsive stock transfer solutions, opening avenues for targeted sales campaigns.

ClearTrust LLC - Stock Transfer Agent Tech Stack

ClearTrust LLC - Stock Transfer Agent uses 8 technology products and services including Webpack, Emotion, jQuery, and more. Explore ClearTrust LLC - Stock Transfer Agent's tech stack below.

  • Webpack
    Development
  • Emotion
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Leaflet
    Maps
  • MyWebsite Creator
    Page Builders
  • PHP
    Programming Languages
  • HSTS
    Security
  • Yii
    Web Frameworks

ClearTrust LLC - Stock Transfer Agent's Email Address Formats

ClearTrust LLC - Stock Transfer Agent uses at least 2 format(s):
ClearTrust LLC - Stock Transfer Agent Email FormatsExamplePercentage
First@cleartrusttransfer.comJohn@cleartrusttransfer.com
100%

Frequently Asked Questions

Where is ClearTrust LLC - Stock Transfer Agent's headquarters located?

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ClearTrust LLC - Stock Transfer Agent's main headquarters is located at 16540 Pointe Village Dr, Suite 205 Lutz, Florida 33558, US. The company has employees across 1 continents, including North America.

What is ClearTrust LLC - Stock Transfer Agent's phone number?

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You can contact ClearTrust LLC - Stock Transfer Agent's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ClearTrust LLC - Stock Transfer Agent's official website and social media links?

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ClearTrust LLC - Stock Transfer Agent's official website is cleartrustonline.com and has social profiles on LinkedIn.

What is ClearTrust LLC - Stock Transfer Agent's NAICS code?

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ClearTrust LLC - Stock Transfer Agent's NAICS code is 52 - Finance and Insurance.

How many employees does ClearTrust LLC - Stock Transfer Agent have currently?

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As of October 2025, ClearTrust LLC - Stock Transfer Agent has approximately 11 employees across 1 continents, including North America. Key team members include President: K. K.Director Of Sales And Marketing: A. N.Controller: J. O.. Explore ClearTrust LLC - Stock Transfer Agent's employee directory with LeadIQ.

What industry does ClearTrust LLC - Stock Transfer Agent belong to?

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ClearTrust LLC - Stock Transfer Agent operates in the Financial Services industry.

What technology does ClearTrust LLC - Stock Transfer Agent use?

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ClearTrust LLC - Stock Transfer Agent's tech stack includes WebpackEmotionjQueryLeafletMyWebsite CreatorPHPHSTSYii.

What is ClearTrust LLC - Stock Transfer Agent's email format?

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ClearTrust LLC - Stock Transfer Agent's email format typically follows the pattern of First@cleartrusttransfer.com. Find more ClearTrust LLC - Stock Transfer Agent email formats with LeadIQ.

When was ClearTrust LLC - Stock Transfer Agent founded?

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ClearTrust LLC - Stock Transfer Agent was founded in 2009.

ClearTrust LLC - Stock Transfer Agent

Financial ServicesUnited States11-50 Employees

ClearTrust, LLC is an independent stock transfer agent serving listed, over-the-counter, Community Banks and private equity issuers. With over 20 years experience, our team has a reputation for delivering solutions and services that address the real-world needs of issuers in an ever-tightening regulatory environment. 

* Nimble, proactive compliance guidance alleviates burdens for you and your shareholders 
 * Standard same-day turnaround puts your mind at ease, ensuring delivery deadlines are met and shareholders are happy
 * Educational and networking events widen your professional network while equipping you with resources to achieve your goals
 * Results-oriented shareholder meeting management, including stakeholder communications and proxy solicitation, takes the stress out of annual meetings

See for yourself the difference we can make for your business. Call us today 813-235-4490.

Section iconCompany Overview

Headquarters
16540 Pointe Village Dr, Suite 205 Lutz, Florida 33558, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    ClearTrust LLC - Stock Transfer Agent's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    ClearTrust LLC - Stock Transfer Agent's revenue is estimated to be in the range of $10M$25M

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