Registry Direct

What Registry Direct does

Registry Direct is an Australian cloud-based share and unit registry and capital management software provider, founded in 2014 and listed on the ASX under ticker RD1. The platform serves companies ranging from early-stage startups to global enterprises (named reference customers include Facebook, Adobe, Starbucks, Tesla and Siemens), fund managers and trusts, and the advisors that act on their behalf (accountants, lawyers, company secretaries). Its core product is a multi-tenant SaaS registry that manages the full lifecycle of securities — shares, units, options, convertibles, bonds and partly paid securities — including capital table administration, online capital raising with branded application forms, investor self-service, dividend and distribution payments, capital calls, meetings and electronic voting, and automated ASIC, ATO, FATCA/CRS and ESS regulatory reporting. The platform integrates natively with BGL CAS 360, GreenID (Equifax), the ASIC database, the Australian Business Register and the ATO for compliance workflow automation, and holds GS 007 certification for investment management services.

The company operates a tiered subscription model: a Standard plan free up to 4 holdings and scaling to A$200/month at scale, a Premium plan at A$200/month plus A$0.50 per holding (adding dividend/distribution payments, capital calls, tax statements and FATCA/CRS reporting), and a Trusts Premium tier with bespoke pricing. Supplementary revenue comes from professional services (A$250/hour for technical support, data conversion and operational support) and unit-priced verification checks via GreenID (A$9 per individual, A$20 per company, A$1 per PEP check). Distribution is hybrid: a self-service 14-day free trial drives PLG-style SMB acquisition, while account managers (including named sales contact Steuart Roe) handle enterprise and listed-entity sales, supported by an advisor channel of mid-tier accounting and legal firms. As of the latest disclosure, Registry Direct manages A$24 billion in assets on platform, A$1 billion raised annually, A$0.5 billion distributed annually, and 140,000 holdings, with a workforce of 51–100 employees headquartered in Sandringham, Victoria.

Name

Registry Direct

Legal name

Registry Direct Pty Limited

Website

https://registrydirect.com.au

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

51–100 employees

Short description

Registry Direct is an Australian cloud-based share and unit registry SaaS platform serving listed and unlisted companies, fund managers, trusts, and their advisors. It manages capital tables, capital raising, dividend and distribution payments, and ASIC/ATO regulatory reporting, with $24B in assets on platform.

Ownership category

akta.pro rank

Product category

Share Registry Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Transfer Agency & Shareholder Recordkeeping (FSAAAMAA)

akta.pro secondary industries

Issuer Services & Registry (Transfer Agency/Shareholder Records) (FSACAKAC), Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End) (FSAAAMAK)

Keywords

• Share registry software
• Capital management platform
• Investor engagement tools
• Compliance reporting software
• Fund administration software

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Subscription - Standard Plan: Monthly subscription tier based on number of holdings. Starting at $0 for up to 4 holdings, scaling to $200/month for more than 500 holdings. All fees exclusive of GST.
2. Subscription - Premium Plan: Premium tier at $200/month plus $0.50 per holding per month. Includes all Standard features plus dividend payments, capital calls, distribution payments, tax statements, and free data conversion assistance.
3. Professional Services: Optional paid services including technical support ($250/hour), data conversion assistance ($250/hour for Standard plan, free for Premium), and operational support.
4. Verification Services: AML/CTF/PEP checks at $9 per individual, AML/CTF checks at $20 per company, and PEP checks at $1 per check through GreenID integration.
5. Trust Services: Premium services for trusts including distribution payments and tax statement generation. Pricing available upon request.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Registry Direct provides a cloud-based SaaS share and unit registry and capital management platform for Australian companies, fund managers and their advisors to manage capital and engage investors. Core capabilities include cap table management, online application forms for capital raising, automated dividend and distribution payments, electronic meetings and voting, and direct lodgement of ASIC, ATO, FATCA, CRS and ESS regulatory reports. The platform is offered via tiered subscription plans (Standard, Premium, Trusts Premium) and includes the Investor Centre self-service portal, BGL CAS 360 and GreenID integrations, and GS 007 certified security.

Product overview

Registry Direct is an Australian share and unit registry software platform designed for companies, fund managers, and their advisors to manage capital and engage investors. The platform operates on a tiered subscription model with three main plans: Standard Plan (free up to 4 holdings, then $25-200/month), Premium Plan ($200/month plus per-holding fee), and Trusts Premium Plan. The core platform provides foundational features including cap table management, investor management, transactions, communications, and meetings and voting. Premium features available on higher-tier plans include dividend/distribution payments, capital calls, tax statements, FATCA/CRS reporting, and AML/CTF verification with GreenID. Additional add-on services include ESS reporting for ATO compliance. The platform integrates with BGL CAS 360, GreenID, ASIC database, Australian Business Register, and ATO systems for regulatory compliance.

Differentiator

Problem solved

Functional benefit

Products and services

• Registry Direct Share and Unit Registry Platform Cloud-based SaaS share and unit registry and capital management platform for Australian listed and unlisted companies, fund managers, trustees and their advisors, providing cap table management, online capital raising, dividend and distribution payments, electronic meetings and voting, and ASIC/ATO regulatory compliance reporting.
• Employee Share Scheme (ESS) Reporting Employee Share Scheme tax reporting service that produces and disseminates ESS statements for employees, generates ESS annual reports and lodges them with the Australian Tax Office, helping businesses remain compliant with ESS regulations.

Quantifiable outcome

• $24 billion in assets managed on platform
• +3 more outcomes

Named customers15 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature10 records

Partnerships

Five partnerships are on record, tiered core.

• BGLcoreTechnology or IntegrationBGL CAS 360 integration allows unlisted and listed public companies to import data from BGL into Registry Direct, enabling compliance with TFN/AIIR reporting, shareholder meetings, and withholding tax calculations across both platforms.
• GreenID (by Equifax)coreTechnology or IntegrationGreenID is built into the Registry Direct system for online AML/CTF verification checks and Politically Exposed Person (PEP) screenings. Reduces requirement to collect identification documents manually.
• Australian Securities and Investments Commission (ASIC)coreTechnology or IntegrationSystem connected to ASIC's database for verification checks on Australian companies. Returns information on company status, shareholders, office holders and associated parties.
• Australian Business Register (ABR)coreTechnology or IntegrationFree ABN/ACN lookup service integrated into the system for seamless validation of companies and certain trusts via publicly available information.
• Australian Tax Office (ATO)coreTechnology or IntegrationIntegration for lodgement of TFN reports, AIIR reports, FATCA/CRS reports, and ESS annual reports directly into ATO Business Portal. Also super fund ABN lookup.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Carta: Cap-table management and equity administration platform primarily serving private US-based companies and venture-backed startups. Comparable to Registry Direct in cap-table and security-holder recordkeeping function, but with different geographic and customer focus (US venture/startup market).
• Pulley: Cap-table management and equity administration platform for startups. Comparable to Registry Direct's cap-table and investor management capabilities, but focused on US private companies rather than Australian listed entities.

Broad incumbents

• Equiniti: Global share registry, employee plans, and investor services provider with strong UK and US presence. Comparable in the registry and shareholder recordkeeping function, though focused on UK/US listed markets rather than Australia.
• Computershare: Global transfer agency, share registry, and employee plan services incumbent. Directly comparable to Registry Direct on the share/unit registry and cap-table function but serves a far broader customer base including major ASX and international listed companies, with a much larger portfolio of services.

Direct peers

• Link Market Services (Link Group): One of Australia's largest dedicated share registry and investor services providers. Competes head-to-head with Registry Direct in the Australian listed and unlisted registry market and is the closest direct peer in target customer, business model, and regulatory scope.
• Boardroom Limited: Australian provider of share registry, company secretarial, and corporate services. Targets many of the same listed and unlisted Australian entities as Registry Direct and is a direct competitor in the mid-market registry segment.
• Automic Group: Australian registry, share registry, and investor communications provider. Comparable to Registry Direct in offering share registry, cap-table, and investor services to ASX-listed and unlisted Australian companies, with a technology-led positioning.
• Advanced Share Registry: Australian share registry services firm serving ASX-listed and unlisted companies. Closely comparable in customer segment and service offering to Registry Direct, operating in the same Australian mid-market registry niche.
• Perpetual Corporate Trust (Registry Services): Australian provider of registry, custody, and corporate trust services including managed investment scheme registry. Overlaps directly with Registry Direct's trust and fund-manager registry offering in the Australian market.

Regional players

• Tricor (KFin Technologies): Asia-Pacific corporate services and share registry provider. Comparable to Registry Direct in the registry, corporate secretarial, and investor services category, but operating primarily across APAC ex-Australia.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/registrydirect

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Registry Direct