Equity Shift

byEquity Shift

Equity Shift is a financial services company that revolutionizes the private markets by transforming how companies manage ownership, governance, and transactions. Their patented BITE® platform automates the entire process—from identity verification and KYC/AML compliance to transaction execution, payment processing and settlements, and ownership updates. By digitizing traditionally manual workflows, they empower companies, investors, brokers, advisors, fund managers, legal professionals, and employee-owners to realize the full potential of their private market assets with unprecedented speed, security, and transparency. With advanced technology, they enable companies to operate with confidence and efficiency while maintaining control and oversight throughout the process lifecycle. Equity Shift is a registered broker-dealer regulated by FINRA and operates an ATS regulated by the SEC. Unlike other private marketplace services, their platform is managed by issuers and has no listing requirements.

Features

  • Identity verification and KYC/AML compliance
  • Transaction execution
  • Payment processing and settlements
  • Ownership updates
  • Automation of traditionally manual workflows
  • Empowerment of companies, investors, brokers, advisors, fund managers, legal professionals, and employee-owners
  • Unprecedented speed, security, and transparency
  • Confidence and efficiency in operations
  • Control and oversight throughout the process lifecycle
  • Registered broker-dealer regulated by FINRA
  • Operates an ATS regulated by the SEC
  • Platform managed by issuers with no listing requirements

Product Details

Pricing
Custom
Deployment
Cloud
Location
🇺🇸 Raleigh, United States

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