What TS Partners does

TS Partners, Inc. is a privately held, Pennsylvania-incorporated software company founded in 1985 and headquartered in King of Prussia, with a branch office in Washington, DC. It is described as the largest independent provider of stock transfer, corporate trust, and construction lending software to servicers of debt and equity, serving banks, trust companies, transfer agents, corporations, government entities, and construction lenders across the United States, Canada, Europe, and the Caribbean. Its client base exceeds 350 organizations managing more than 5 million shareholders and bondholders and $13 trillion in represented assets, with named customers including Bank of New York Mellon, Broadridge, TD Bank, Wilmington Trust, Koch Industries, and Kohler.

The company's core platform is TranStar, a browser-based shareholder and bondholder recordkeeping system built in-house on Java/Oracle and Microsoft SQL Server with a Windows-based browser interface, supported by more than 200 standard reports and 'as of' processing. Around TranStar, TS Partners has built an integrated suite: LinkStar (web-based shareholder/issuer portal), BoardLink (board portal), EventStar (corporate-action deal management), AccuDraw (construction loan monitoring with certified integrations to FIS, Fiserv, and Jack Henry), plus add-on modules RegiStar (control book/issued-and-outstanding reporting), VestStar (securitization/lease management), DataStar (API and certified data conversion), and services FileStar (electronic IRS/SEC filing assistance), AssiStar (after-hours support), and MailStar (CASS-certified USPS address verification).

TS Partners generates revenue by licensing its TranStar platform and adjacent applications under a recurring subscription model with associated support and maintenance, distinguishing itself by not charging for routine customizations or system upgrades. It sells directly through an enterprise field-sales motion with 'Request a Demo' CTAs, live (no voicemail) client support, after-hours principal availability, an annual User Conference, and a virtual training/workshop series. The company is led by Founder/Owner/President & CEO Benjamin Goldfield and COO/CMO Jon Ichter, has 11-50 employees, has never raised outside capital, and claims to have never lost a client to a competitor over its 40-year history.

Name

TS Partners

Legal name

TS Partners, Inc.

Website

https://tspartnersinc.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

TS Partners is the largest independent provider of corporate trust, stock transfer, and construction lending software, serving 350+ banks, trust companies, transfer agents, and corporations managing $13T in assets via its TranStar platform and integrated suite.

Ownership category

akta.pro rank

Headquarters

HQ city

King Of Prussia

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licensing and Support: TS Partners licenses its software applications (TranStar, LinkStar, BoardLink, EventStar, AccuDraw, and supporting modules) to financial institutions and corporations. The revenue model includes software licensing with associated support and maintenance services. The company does not charge for routine customizations or system upgrades, which differentiates its service model. Support and maintenance are provided from headquarters with full-time client support specialists available through multiple communication channels.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

TS Partners licenses a suite of specialized software applications for corporate trust, stock transfer, and construction lending. Core offerings include TranStar for shareholder and bondholder recordkeeping, LinkStar for web-based shareholder access, BoardLink for board portal management, EventStar for corporate action deal management, and AccuDraw for construction loan monitoring and disbursement. Revenue is generated through software licensing with associated support and maintenance services to financial institutions, corporations, and government entities.

Product overview

TS Partners provides a comprehensive suite of specialized applications for stock transfer, corporate trust, and construction lending. The core platform is TranStar, a shareholder and bondholder recordkeeping system. The product portfolio includes flagship products (TranStar, LinkStar, BoardLink, EventStar, AccuDraw) and supported/add-on products (RegiStar, VestStar, DataStar, FileStar, AssiStar, MailStar). TranStar serves as the central system, with LinkStar providing web-based shareholder access, BoardLink enabling board portal access, EventStar handling corporate action management, and AccuDraw supporting construction lending. Additional add-on modules extend functionality for data integration, regulatory filing, after-hours support, and address verification.

Differentiator

Problem solved

Functional benefit

Brands

• TranStar: Stock & Bond Recordkeeping - comprehensive system for managing bond and stock transfer for banks, transfer agents, and corporations.
• LinkStar
• EventStar
• BoardLink
• AccuDraw

Products and services

• TranStar Comprehensive shareholder and bondholder recordkeeping system for managing bond and stock transfer operations. Supports banks, transfer agents, and corporations with over 200 standard reports, real-time updates, consolidated shareholder snapshots, and unified name/address file management.
• LinkStar Customizable web-based shareholder and issuer portal with real-time integration to TranStar. Supports account inquiries, statements, proxy voting, and customizable branding. Includes multi-layer security with secure sign-on, SSL encryption, firewall protection, and SFTP data transfer.
• BoardLink Board portal for Directors to manage meetings, review documents, vote, and exchange information. Tight integration with TranStar and LinkStar for shareholder data access.
• EventStar Corporate actions deal management platform for shareholder communications, exchange offers, dividend elections, plan enrollments, and event-driven transactions. Includes KYC support, document exchange, real-time dashboards, and dynamic workflows.
• AccuDraw Construction loan monitoring and disbursement software for commercial and residential construction lenders. Integrates with leading Core Banking System providers (FIS, Fiserv, Jack Henry). Web portal for builders, borrowers, and inspectors to submit draw requests, inspections, pictures, and documents.
• RegiStar Outstanding balance monitoring system and Control Book module that integrates with TranStar to control Issued & Outstanding balance and issue-level activity reporting.
• VestStar Investment management system that interacts with TranStar to manage lease and financing agreements for aircraft, railcar, housing, auto, vessel securitization, and Property Assessed Clean Energy (PACE) project funding.
• DataStar API integration and automated data transmission solution for seamless connectivity with existing systems, including certified data conversion with direct TSP team involvement.
• FileStar TSP-assisted electronic filing service for annual tax and regulatory filings with the IRS (Forms 1042-S and 1099 series through IRIS) and the SEC (TA-1, TA-2, and EDGAR submissions).
• AssiStar After-hours support service for scheduled and unscheduled assistance with processing events and technology upgrades on evenings and weekends, with principals available for emergency support.
• MailStar USPS address verification service using a CASS certified database to automatically format account holder information according to USPS standards, virtually eliminating returned mail and lost holders.

Quantifiable outcome

• 40 years in business without losing a client to competitor
• +3 more outcomes

Named customers27 records

Segments4 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core, strategic and minor.

• FIScoreTechnology or IntegrationCore banking system integration partner for AccuDraw construction loan monitoring software. Daily draw transactions, interest reserve payments, and fees can be batch-processed from AccuDraw to the FIS core system.
• FiservcoreTechnology or IntegrationCore banking system integration partner for AccuDraw construction loan monitoring software. Daily draw transactions, interest reserve payments, and fees can be batch-processed from AccuDraw to the Fiserv core system.
• Jack HenrycoreTechnology or IntegrationCore banking system integration partner for AccuDraw construction loan monitoring software. Daily draw transactions, interest reserve payments, and fees can be batch-processed from AccuDraw to the Jack Henry core system.
• DTCC (Depository Trust & Clearing Corporation)strategicStrategic or Co-development PartnerPartnership for TS & DTCC Spring 2026 Event - a Meet & Greet and presentation focused on DTCC technology updates and DTC integrations with TranStar.
• Abandoned Property AdvisorsminorStrategic or Co-development PartnerPartnered with TSP and DTCC to host a Meet & Greet and presentation on abandoned property and related technology topics.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Toppan Merrill: Toppan Merrill provides corporate trust, transfer agent, and equity plan services software and solutions to financial institutions and corporations. It is the most direct competitor to TS Partners' TranStar and corporate action offerings, serving the same vertical with overlapping products.
• Diligent: Diligent is a leading board portal and governance software provider, directly competing with TSP's BoardLink product. It serves corporate boards and governance teams with similar functionality targeted at the same institutional buyer.

Broad incumbents

• Broadridge Financial Solutions: Broadridge is a large incumbent in transfer agent and shareholder communications, with a much broader portfolio spanning proxy, regulatory reporting, and investor communications. While it is also a TS Partners customer, its scale and adjacent platforms make it a partial competitor and a strategic counterparty.
• Computershare: Computershare is one of the largest global transfer agents, with proprietary software servicing share registration, corporate trust, and employee equity plans. It competes with TS Partners both as a software provider and as a service provider in the same customer base.
• Equiniti: Equiniti delivers transfer agent, shareholder services, and corporate trust technology with both proprietary software and outsourced services. It is a comparable vertical-specialist in stock transfer technology serving similar institutional clients.
• SS&C Technologies: SS&C provides a broad suite of financial software including transfer agency, fund administration, and corporate trust platforms via its GlobeCore and related products. It is a much larger competitor with overlapping modules in TSP's addressable market.
• Wolters Kluwer (Corporate Tax & Compliance): Wolters Kluwer's Corporate Tax & Compliance division (including TSoft and CT Corporation) provides software for corporate compliance, registered agent services, and governance workflows. It competes in adjacent workflows to TSP's Trust and Transfer verticals.
• Nasdaq Corporate Solutions: Nasdaq Corporate Solutions provides IR, governance, and transfer agent software competing with TS Partners' TranStar and BoardLink offerings. As part of a major exchange operator, it represents a well-capitalized incumbent in the same buyer.

Emerging players

• Workiva: Workiva provides a cloud platform for SEC reporting, governance, and compliance, competing with TSP's FileStar and BoardLink offerings. While it focuses on regulatory and board workflows rather than core share recordkeeping, it is an adjacent competitor in the same corporate trust buyer.

Others

• FIS (Fidelity National Information Services): FIS is a core banking platform provider and a verified integration partner for TSP's AccuDraw construction loan software. While it serves a different buyer (IT rather than trust operations), it is closely coupled to TSP's construction lending product and adjacent enterprise workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ts-partners-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 TS Partners