Issuers compared with Georgeson

Georgeson alternative for shareholder identification

Issuers is a Georgeson alternative for US listed small and mid caps that want to see institutional ownership change each quarter, then act on it with targeting, a CRM and briefs. Public starts at $1,499 a month billed yearly. Georgeson pricing comes from a proposal, and beneficial owners behind nominee accounts and proxy work stay with a specialist.

A shareholder register analysis with top holders and quarter changes on a laptop

01 Direct answer

Advisory firm or one IR workspace

Georgeson, part of Computershare, fits issuers that want an advisory team to identify holders behind nominee accounts or to run proxy solicitation. Issuers fits a US small or mid cap that wants quarterly institutional ownership from SEC filings plus targeting, a CRM, an IR website and disclosure approvals in the same subscription. Shareholder identification sits on Public at $1,499 a month billed yearly. Georgeson needs a proposal, so any saving depends on your scope.

02 Comparison

Georgeson and Issuers side by side

Descriptions of Georgeson come from its public website and directory listings. Where a capability is not described there, treat it as a question for the vendor rather than a claim about everything Georgeson sells.

Comparison of Issuers and Georgeson
Topic	Georgeson	Issuers
Who they are	Shareholder intelligence and proxy solicitation firm, part of Computershare.	Self-service IR software built for US issuer filings and IR workflows.
Shareholder identification	Consulting led identification and analysis of who holds your stock, as described on the Georgeson site.	Institutional holders from 13F, 13D and 13G filings, with buyers, sellers and new positions each quarter.
Beneficial owners behind nominee accounts	Offered as a service. Confirm scope and fees with the firm.	Not covered. Requests for non-objecting beneficial owner lists go through your broker or agent.
Investor targeting and CRM	Investor motivation and outreach support from the advisory team.	Target lists, fit scores, one page fund briefs and an investor CRM in the same workspace.
Proxy solicitation and vote projections	A core service for contested and routine meetings.	Not offered.
IR website and disclosure approvals	Not the focus of the service.	Hosted IR website and approvals with a 7 year audit trail on Public and Enterprise.
Pricing	Not published in the sources we reviewed. Project or retainer quote.	Growth $499, Public $1,499 and Enterprise $3,999 a month billed yearly.
Buying process	Engagement and proposal.	Self-service checkout. No sales call.
Best for	Issuers facing a proxy fight or needing a full register analysis with named intermediaries.	US small and mid caps that want to see institutional ownership change every quarter at a listed price.

For the product detail, see shareholder identification, the investor relations CRM and the ingage alternative page.

Georgeson is a name of its respective owner, used only to identify the product compared. Descriptions reflect public information at the time of writing. Confirm current scope and terms in your proposal.

03 Georgeson strengths

When Georgeson is the better buy

Nominee and street name work

If most of your register sits in street name and you need to know who is behind it, a specialist firm can run the formal requests. Issuers reads public filings and cannot see below the 13F level.

Proxy solicitation

A contested vote, a say on pay worry or a quorum problem calls for a firm that calls holders for you. Issuers does not solicit votes or project outcomes.

Non-US holders

Most non-US managers never file 13F. A company with a large European or Asian holder base should confirm coverage in any tool it picks, including Issuers.

04 Issuers strengths

When Issuers is the better buy

A known price for the filing layer

Plans are listed on the pricing page and bought through checkout. Public at $1,499 a month billed yearly is $17,988 a year, with the website, CRM, ownership data and approvals included.

Your team publishes

News, results, presentations and governance pages are updated by your staff in the IR website module, without change requests to an agency. Counsel and the CFO still approve what goes live.

Approvals and CRM behind the site

The disclosure approval workflow keeps decisions with an audit trail, and the investor relations CRM holds contacts and meeting history in the same workspace.

05 Cost worksheet

Build the comparison worksheet from your proposal

Ask Georgeson for the fee per analysis, how many analyses a year are included, intermediary and data charges, and what a renewal costs. These are questions for your proposal, not a claim that Georgeson charges for each item.

Record the term, what you own at the end (reports, holder lists) and who can see the data. Then add what you pay today for a separate IR website, approvals and CRM, since those sit in one Issuers plan.

For a US issuer that wants the website, ownership data and approvals, use Public as the comparison: 25,000 contacts, 120 briefs a month, 10 seats and a 7 year audit log.

Subscription inputs for your worksheet

Georgeson fee per analysis: your written proposal
Georgeson scope and intermediary fees: confirm in the proposal
Growth, billed yearly: $499 a month
Public, billed yearly: $17,988 a year
Public, month to month: $2,999 a month
Enterprise, billed yearly: $3,999 a month

06 Move plan

Use both without double work

Step 1

Get the holder list

Ask for the latest holder analysis as a spreadsheet and confirm you can keep it after the engagement.
Step 2

Load the CRM

Import the contacts into the investor relations CRM and compare them with 13F, 13D and 13G ownership of your own ticker.
Step 3

Log every conversation

Use one page briefs for each fund meeting and record outcomes so the history sits next to the ownership data.
Step 4

Scope the next engagement

Once a quarter of ownership change is in Issuers, buy outside work only for what the filings cannot show, such as nominee accounts or a proxy campaign.

Questions

Georgeson alternative questions from CFOs and IR leads

What is a good alternative to Georgeson for shareholder identification?

Issuers is a good alternative when your need is quarterly institutional ownership, top buyers and sellers, and a CRM to act on them, at a listed price from $499 a month billed yearly. Keep Georgeson or a similar firm if you need beneficial owners behind nominee accounts or proxy solicitation.

How much does Georgeson shareholder identification cost?

We found no published Georgeson fee schedule, so treat it as a proposal. Ask for the scope, the number of analyses per year, intermediary fees and renewal terms in writing. Issuers publishes Growth at $499, Public at $1,499 and Enterprise at $3,999 a month billed yearly, and shareholder identification sits in Public and Enterprise.

Can Issuers identify holders behind nominee accounts?

No. Issuers reads public 13F, 13D and 13G filings, so it covers institutions above the 13F threshold and holders above five percent. For street name holders, request a non-objecting beneficial owner list through your broker or transfer agent and import the contacts into the CRM.

Does Issuers run proxy solicitation or vote projections?

No. Proxy solicitation, vote projections and contested meeting support stay with a specialist firm. Issuers helps before the meeting by showing who your large holders are and logging every conversation with them.

See your own holders before you sign a retainer

Read a sample ownership snapshot from public SEC filings. Review the published plans and start through self-service checkout. Public adds shareholder identification, the IR website and disclosure approvals at $1,499 a month billed yearly.

Compare plans