Our Collaborative Strategy Delivers Compounded Resources and Expertise
GATE enjoys strategic partnerships with market leaders in impact investing, tax credits, private equity, single-issuer private trading boards and more. From a platform perspective, we work with three technology and consulting firms to empower our automated, multi-asset class system with their development and analysis expertise.

Transfer Online, located in Portland, Oregon, is a stock transfer agent and financial services firm. Transfer Online combines the support of a brick and mortar transfer agent with the latest technology to provide their clients with the highest degree of accuracy and speed. With custom built back office applications and a powerful website, Transfer Online makes possible a measure of convenience for the client that is unmatched by paper-only transfer agents. Their team brings decades of Wall Street experience with emphasis on secure recordkeeping and securities processing to facilitate the GATE platform settlement functionality.
Transfer Online Technology Development (TOLTD), located in Portland, Oregon, is a technology development and consulting firm. TOLTD provides technology solutions and support for Transfer Online and also has extensive experience building financial applications for other companies, such as MasterCard. As the developers of multiple software and online technology products for the financial services industry, TOLTD brings a track record of consistent product excellence to the GATE team.
InfoEx, InfoExchange, Inc. was founded in 2007 by a group of financial industry veterans and technology innovators to revolutionize the way Wall Street communicates. Our patent pending Information Smart Router™ technology references clients’ trading data to determine what information is relevant to them—streamlining information flow, reducing “electronic noise” and creating value by delivering highly-tailored, timely content straight to the desktop.
Bigshare is the third-largest Transfer Agent in India, and counts among its three hundred clients numerous multinational companies, blue chip Indian companies, and mutual funds. Bigshare’s local market knowledge and immediate access to leading market participants and regulators, positions GATE India for rapid deployment in this fast-growing economy.