Discern for Financial Services

Modern Registered Agent and filing automation service for highly regulated companies, never miss a filing again.

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Case Study

Automated Filings drive operational cost-savings

On average, Discern's Financial Services clients spend minutes per year on entity compliance.

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Automated Service of Process delivery

Fast, direct to email with fully customizable delivery settings.

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Enterprise level compliance software

Fully automated, digitally traceable filings mean you never miss a filing again.

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"With Discern I know the status of all my state registrations in real time, and handle filings in two clicks."

Dave Sheen

CFO, Vestwell

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FAQs

I am out of good standing or have been revoked in a Jurisdiction, can Discern fix that?

We are happy to help Discern customers get back into good standing, and stay that way.

Is Discern secure?

Yes, Discern is SOC 2, Type 2 compliant.

What is the switching process like?

Onboarding takes minutes. Simply provide your legal entities, answer a few questions, and we'll file your Change of Agents for you in every state.

Does Discern fully replace my Registered Agent?

Yes, Discern provides physical addresses in every US jurisdiction for receiving Service of Process and state notices.

I'm forming a new entity, can I use Discern?

Yes. It's simple to form new entities with Discern.

Check out more

How Ollie eliminated late fees and automated their state filings

"Discern took the guesswork out of entity compliance, and saved us so much time and money."

IA Ventures took time spent on entity management to zero

"With Discern, I now spend no time whatsoever on entity management, and the customer service is even better: I get quick, detailed, and helpful responses."

How Bionic Health registered in 15+ states in no time

"Discern has been helpful in dealing with difficult states. The work needs to be right, and I get thoughtful answers from the team."