We help public companies measure and engage their individual shareholders

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We help public companies measure and engage their individual shareholders

Backed by leading Fintech and SaaS investors

What is Roundtable?

Roundtable is an enterprise software solution that offers a streamlined approach towards building shareholder loyalty

Digitally verify shareholders

Verify investor holdings across thousands of financial institutions

Measure shareholder loyalty

Gain comprehensive insights into your shareholder base, enabling informed decisions and proactive strategies to enhance engagement and loyalty

Communicate and reward loyalty

Engage with your shareholders with personalized communications and rewards, nurturing long-term shareholder relationships and brand loyalty