We’ve worked with hundreds of clients to offer stock, raise capital, and issue shares.

More than 450 clients

More than 3 Trillion Shares transferred

Raising capital? SOS has everything you need, backed by an SEC-registered transfer agency.

Whether you’re gauging investor interest by Testing the Waters or raising capital and issuing shares to investors, SOS makes the process simple at all stages. Manage the entire process from an online dashboard with all of the tools to get the job done.


From SEC compliance to raising capital, our team of experts is here for you.

Lori Livingston

Lori Livingston Founder

Bryan Cochran

Bryan Cochran Product Director

Daniel Harris

Daniel Harris Business Development

John Vo

John Vo Engineer Lead

Isaac Tintó

Isaac Tintó Product Design

Andrew Helenius

Andrew Helenius Developer


You’re probably wondering, “Is my information safe?” Rest easy. SOS follows the highest standards in the securities industry. With 24/7 monitoring of our data warehouse, we’ve always got an eye on your data. Plus, audits from independent accountants and experts regularly verify the security of our network and your information.



Hate the endless spreadsheets, mailings, and files? So do we. That’s why we built SOS to send and track everything quickly from one dashboard. From Fortune 100 companies to smaller issuers, SOS works with companies of any size too. As a Microsoft Certified Partner, SOS has a familiar feel that makes it easy for users of any ability to get started.