Every feature, unlimited team seats, one price per company. IR firms and agencies running it for clients pay a wholesale rate of $499 per ticker and bill their clients however they like.
14-day free trial, no credit card. Annual billing saves 15%.
Retail shareholder intelligence for one public company.
No credit card required for the trial.
Running retail engagement on behalf of clients? Every client ticker on your account is wholesale-priced.
Need something custom? Talk to us about white-label, dedicated subdomain, SSO, or large books.
Pricing first, then the practical stuff about how SharePulse actually works.
It's $799/mo per ticker, priced per company rather than per person. Unlimited team seats, every feature included, no gates and no add-ons. IR firms and agencies running SharePulse on behalf of clients pay a wholesale rate of $499/mo per client ticker.
Every client ticker on a firm account is $499/mo instead of $799, from your first client, with no volume threshold. You're the customer, not your client: you run the platform on their behalf, and you bill them however you like. Many firms fold it into the retainer or resell it at their own rate; the margin is yours. All the agency surfaces (multi-client workspace, shared network, per-client reporting) are included.
Yes. Each existing client becomes a client issuer in your firm's SharePulse account. You upload their NOBO PDF, connect their email list, and configure their watchlist. It's the same setup as a new client, but you can do it in batch and your firm-level network and intro history start populating immediately.
Per-team-member client permissions are on the roadmap but not yet shipped. Today, every team member at a firm sees every client. If your firm needs strict per-analyst client scoping right now, talk to us and we can configure it manually for early customers.
Custom branding (your logo + color palette + dedicated subdomain like portal.acmeir.com) is available on a custom plan. Talk to us about it during your demo. Typical setup takes 1-2 days after we agree on terms.
A NOBO (Non-Objecting Beneficial Owner) list is a report you order on demand from your transfer agent or Broadridge, showing who holds your stock through brokerages like Schwab, Fidelity, and Interactive Brokers. You pay per request, get a PDF, and it starts going stale immediately, which is why most companies rarely order one. SharePulse parses each PDF in seconds, compares it to every list before it, and shows you who bought, who sold, and which brokerages are growing. The more regularly you pull one, the more the picture compounds.
We scan Reddit (8 finance subreddits plus search), StockTwits, Yahoo Finance news, Google Alerts, and SEC EDGAR filings. Each mention gets an AI sentiment score. You can also paste in anything we miss from other platforms. Everything shows up in a single feed with topic tags so you can see what people are talking about and how the conversation is shifting.
When a peer of yours runs a press release, SharePulse reads what they announced (including the categorized event type and 7- and 30-day stock impact data) and asks Claude to translate it into 3-5 angles your company could plausibly run. Each angle includes an "honesty check" that names what milestone or fact you'd need to back it. Helps you find adapted plays without inventing them from scratch.
An agent surfaces subscribers worth a personal CEO touch (high-quality non-shareholders, dormant holders, heavy doc downloaders, recently-tagged pros) and drafts a compliance-safe email per surfaced contact. You approve, edit, or skip; nothing leaves on its own. Lets you do BDR-style outreach to your investor pipeline without writing every message from scratch.
Yes. NOBO lists (broker-held shares) and Transfer Agent reports (direct-registered shares) are tracked independently. If the same person shows up in both, the system flags it for your review instead of auto-merging. We support vStock format natively right now, with other transfer agents on the roadmap.
All data encrypted in transit and at rest. NOBO data is particularly sensitive, so we enforce strict access controls and never share shareholder information across accounts. Multi-tenant isolation is enforced at the request layer, with cross-firm access blocked and logged. Pursuing SOC 2 Type II certification. Security documentation available on request.
Absolutely. Add or remove tickers at any time. Added tickers take effect immediately with prorated billing; removed tickers apply at the next billing cycle. All your data is preserved either way.
Our core platform works for any publicly traded company with a ticker symbol and shareholder records. Stock data and SEC filing monitoring are currently US-focused (Nasdaq, NYSE, OTC). Canadian exchange support (TSX, TSXV, CSE) and SEDAR filing integration are on our near-term roadmap.
Every month, we ask ChatGPT, Claude, Perplexity, and Grok about your company. Does it know you exist? What does it say your revenue is? Is it confusing you with another company? Each response gets fact-checked against your actual data and scored. You can track whether your press releases and filings are improving AI accuracy over time.
Request access and we'll have your data live within 48 hours; the trial starts when you do. No sales call required. Prefer a walkthrough first (or setting up a firm account)? Same form, just say so.