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Securitize

Securitize is a securities firm that provides a platform for the of (RWAs). The company facilitates the issuance, management, and trading of digital securities on the , and by June 2026 had brought more than $4 billion of assets on-chain in partnership with asset managers such as Apollo, BlackRock, Hamilton Lane, KKR, VanEck and others.[10][11][1]

Overview

Founded in November 2017 by and Jamie Finn, Securitize was established to digitize global private capital markets. The company's platform is designed to support the entire lifecycle of a digital security, from initial issuance and capital formation to ongoing administration, investor management, and potential secondary trading. Securitize operates with a focus on regulatory compliance, holding several registrations with the U.S. Securities and Exchange Commission (SEC) and membership with the Financial Industry Regulatory Authority (FINRA).[1]

The firm serves a diverse client base that includes traditional asset managers seeking to bring funds on-chain, as well as organizations and (DAOs) looking for regulated, yield-generating investment products. The company's stated mission is to "Tokenize the ," reflecting its goal of making private market assets more accessible to a broader range of investors through technology.

By October 2025, Securitize reported that more than $4 billion of assets had been tokenized through its platform, with over 575,000 investor accounts across more than 100 countries.[11][2][3]

According to a Q3 2025 report from the analytics firm Messari, Securitize held a 31% market share in the global sector for the period of September 2024 to August 2025.[3] A March 2026 report from estimated that Securitize accounted for approximately 70% of the U.S. market.[4] The market for tokenizing illiquid assets is projected by some analysts, such as Boston Consulting Group, to reach over $16 trillion by 2030, while the October 2025 Cantor Equity Partners II transaction announcement framed the broader opportunity as a roughly $19 trillion total addressable market across equities, fixed income, and alternative assets.[5][11]

History

The concept behind Securitize originated in December 2016 when and his partners at SPiCE VC began exploring the creation of digital securities. This led to the formal co-founding of Securitize, Inc. by Domingo and Jamie Finn in November 2017. The company achieved a significant regulatory milestone in August 2019 when its subsidiary, Securitize, LLC, became an SEC Registered Transfer Agent capable of operating on the .[1]

In December 2020, CB Insights recognized Securitize as one of the top 50 global innovators in technology, an accolade it received again in March 2022. The company facilitated the of the first public shares for the company in March 2021 and, in the same month, issued the first credit-rated security token in Japan. Toward the end of 2021, the first tokenized S&P Index Funds were launched on its platform.[1]

Securitize expanded its operational capabilities through strategic acquisitions. In February 2022, it acquired Pacific Stock Transfer, which positioned the company as one of the top ten largest stock transfer agents in the United States by number of clients. This was followed by the acquisition of Onramp Invest, a wealth platform, in August 2023.[1]

Throughout 2022 and 2023, the company launched several high-profile tokenized funds. In September 2022, it introduced a fund providing tokenized exposure to a KKR private equity fund, a first of its kind in the U.S. In September 2023, it launched tokenized feeder funds for three of Hamilton Lane's funds, covering direct equity, senior credit, and secondaries. The company also expanded its operations into Europe in July 2023 and received approval from the Spanish National Securities Market Commission (CNMV) to operate as an Investment Firm in December 2024.[1]

A major development occurred in March 2024 when BlackRock launched its first tokenized fund, the BlackRock USD Institutional Digital Liquidity Fund (), on the network, selecting Securitize as its transfer agent and platform partner. Concurrently, BlackRock made a strategic investment in Securitize. By March 2026, the fund had grown to approximately $1.7 billion in assets under management.[4] In January 2025, Securitize partnered with Apollo Global Management to launch tokenized access to one of its credit funds. The company's growth and influence were recognized by its inclusion on Fast Company's list of the 's Most Innovative Companies in March 2024 and Forbes' 2025 Fintech 50 list in February 2025.[1]

In the latter half of 2025, Securitize continued its expansion. On September 25, it announced the extension of its tokenized fund offerings to the Network. On October 2, it revealed an agreement with FG to natively tokenize its public shares on the . On October 6, the company announced a strategic investment from Invest, which added Securitize to its ARK Venture Fund portfolio. Later that month, on October 22, Securitize launched the Securitize MCP Server, a new technology designed to connect AI systems with on-chain asset data. In November, Securitize announced a partnership with , a focused on , to connect its tokenized funds with 's ecosystem.[2][3][6]

On October 31, 2024, Securitize launched Securitize Fund Services, a fund administration offering introduced as the company surpassed $1 billion in tokenized real-world assets on-chain. The new service extended Securitize's capabilities beyond issuance into integrated fund administration, alongside primary distribution, secondary trading on its regulated Alternative Trading System, and transfer agent services, creating a unified platform for on-chain fund operations.[12]

On October 28, 2025, Securitize and Cantor Equity Partners II, Inc. (CEPT), a special purpose acquisition company sponsored by an affiliate of Cantor Fitzgerald, entered into a definitive business combination agreement that valued Securitize at a $1.25 billion pre-money equity value. The transaction contemplates up to approximately $469 million in gross proceeds, assuming no redemptions, including an upsized $225 million PIPE commitment and $244 million of cash held in CEPT's trust account, and envisaged that the combined company would be renamed Securitize Corp. and listed under the ticker symbol "SECZ." As part of the transaction, Securitize indicated it planned to tokenize its own equity as an example of moving public-company infrastructure on-chain and framed its participation in a roughly $19 trillion opportunity across major asset classes.[11]

On March 24, 2026, the New York Stock Exchange (NYSE) and Securitize signed a memorandum of understanding to collaborate on an NYSE-affiliated platform, with Securitize named as the first digital transfer agent eligible to mint blockchain-native securities for corporate and ETF issuers. The memorandum envisaged Securitize serving as a design partner for digital transfer agent standards and noted that Securitize Markets is expected to be one of the broker-dealer participants on the planned Digital Trading Platform.[13]

Subsequently, on March 31, investment firm initiated analyst coverage of Securitize with a "Buy" rating and a $16 price target.[4] On July 1, 2026, Securitize announced the completion of its business combination with Cantor Equity Partners II, after which the combined company adopted the name Securitize Corp. and its common stock began trading on the New York Stock Exchange under the ticker symbol "SECZ" on July 2, 2026. In connection with the listing, Securitize reported more than $4 billion in assets brought on-chain as of June 2026 and characterized the public-company status as a step toward building regulated tokenization infrastructure at scale.[10]

Technology

Tokenization Platform

Securitize's core technology is a platform that facilitates , the process of creating a digital representation (a "token") of an asset's ownership rights on a . This process converts the rights to a (RWA)—such as private equity, real estate, or debt—into a digital security token.[5] The platform utilizes to program the rules and regulations of the underlying asset directly into the token. These self-executing contracts automate key functions like enforcing compliance with regulatory requirements, managing dividend or interest distributions, and processing corporate actions.[9]

The platform is designed to manage the full lifecycle of a digital security. Proponents suggest offers several benefits over traditional systems, including improved liquidity through fractional ownership, enhanced transparency via the public ledger, greater efficiency with 24/7 trading and automated processes, and reduced costs by minimizing intermediaries.[5]

Blockchain Support

The Securitize platform is multi-chain, providing issuers with the flexibility to deploy their tokenized assets on various public . The company has integrated its technology with a broad set of networks to support a wide range of applications and ecosystems. Securitize has stated that it supports around fifteen major , including:

[1][2][6][11]

Securitize MCP Server

On October 22, 2025, Securitize announced the launch of the Securitize MCP (Machine-to-Contract Protocol) Server. This technology acts as a gateway to tokenized asset data, designed to provide artificial intelligence agents, enterprise systems, and other automated tools with secure, real-time, and standardized access to on-chain information. The server aims to bridge the gap between AI systems and the growing ecosystem of tokenized , enabling more sophisticated data analysis and automated interactions with digital securities.[3]

Services

Securitize structures its business around three primary service areas: investing, tokenizing, and advising.[2]

For Investors

Through its subsidiary Securitize Markets, LLC, the company operates an SEC-registered Alternative Trading System (ATS). This platform provides a marketplace for investors to discover, purchase, and trade a variety of tokenized real-world assets. The offerings cater to different investor classifications, including retail, accredited, and qualified purchasers, depending on the specific asset's regulatory requirements. Available assets include private equity, private credit, U.S. Treasuries, and crypto index funds.[2]

For Issuers

Securitize offers an institutional-grade service for asset managers and other entities to bring their funds and assets on-chain. This includes end-to-end fund services, which convert traditional financial assets into digital tokens. The company also provides specialized fund administration and accounting services through Securitize Fund Services, launched in October 2024 as part of a unified platform that combines issuance, fund administration, transfer agency, and access to primary and secondary markets for .[2][12]

For Advisors

The company provides solutions for wealth managers and financial advisors to integrate digital assets into their clients' portfolios. This includes enabling access to institutional-quality alternative investments that were previously difficult for individual investors to access. Securitize also offers access to various crypto strategies, such as those focused on (BTC) and (ETH), as well as Separately Managed Accounts (SMAs). It is noted that crypto services are provided by a third party, , and are not affiliated with Securitize Markets, LLC.[2]

Partnerships and Key Offerings

Securitize has established partnerships with some of the world's largest asset managers to tokenize their investment funds. Key institutional partners include BlackRock, KKR, Hamilton Lane, Morgan Stanley, VanEck, Apollo, WisdomTree, and Arca.[2]

In March 2026, the New York Stock Exchange (NYSE) selected Securitize to help develop its planned platform. As the platform's first digital transfer agent under a memorandum of understanding between the firms, Securitize is tasked with enabling the creation and management of on-chain shares for stocks and ETFs, maintaining ownership records, and supporting the infrastructure for 24/7 trading on rails, with Securitize Markets expected to be one of the broker-dealer participants.[7][8][13] The firm has also partnered with , a , to expand the reach of its tokenized assets into ecosystems.[6]

Corporate Information

Leadership and Governance

Securitize was co-founded by , who serves as CEO, and Jamie Finn. The company's leadership team includes executives with backgrounds in finance, technology, and law.[1]

Leadership Team:
  • Billy Miller: Chief Operating Officer
  • Jorge Serna: Chief Product Officer & Chief Technology Officer
  • Joe Nikolson: CEO & Chief Compliance Officer, Securitize Markets
  • Francisco Flores: Chief Financial Officer
  • Georgia Quinn: Chief Legal Officer

Board of Directors:The board includes representatives from Securitize and its major strategic investors.

  • : Chairman (CEO & Co-founder, Securitize)
  • Jon Steel: Managing Director, BlackRock
  • W Bradford Stephens: Managing Partner & Co-Founder, Capital
  • Pedro Teixeira: Managing Director & Co-Head of Tactical Value, Morgan Stanley Investment Management
  • Tal Elyashiv: Managing Partner & Co-Founder, SPiCE VC
  • Chris Bruner: Chief Product Officer, Tradeweb

Advisory Board:The advisory board is chaired by a former SEC director and includes former executives from major financial and technology firms.

  • Brett Redfearn (Chairman): Former Director, Division of Trading & Markets at the U.S. SEC
  • Dick Costolo: Former CEO, Twitter
  • Donna Redel: Former Chairwoman, New York Commodities Exchange
  • Manolo Sanchez: Former Chairman & CEO, BBVA Compass

Public Listing Plans

In October 2025, Securitize entered into a definitive business combination agreement with Cantor Equity Partners II, Inc. (CEPT), a special purpose acquisition company (SPAC) sponsored by an affiliate of Cantor Fitzgerald. The proposed transaction valued Securitize at a $1.25 billion pre-money equity value and contemplated up to approximately $469 million in gross proceeds, assuming no redemptions, including an upsized $225 million PIPE commitment and $244 million held in CEPT's trust account. The parties expected that, upon closing, the combined company would be renamed Securitize Corp. and listed on the New York Stock Exchange under the ticker symbol "SECZ."[11]

SECZ Public Company Status

Securitize completed its business combination with Cantor Equity Partners II on July 1, 2026, after which the combined company adopted the name Securitize Corp. and its common stock began trading on the New York Stock Exchange under the ticker symbol "SECZ" on July 2, 2026. In connection with the business combination and related PIPE financing, the transaction raised more than $400 million in gross proceeds. At the time of listing, Securitize reported having tokenized more than $4 billion in assets as of June 2026 and characterized its public-company status as a step toward expanding regulated infrastructure for institutional investors and public companies.[10]

Regulatory Compliance

Securitize emphasizes its regulated status within the U.S. and European financial systems. Its corporate structure includes several registered entities:

  • Securitize Transfer Agent, LLC: Registered with the SEC as a transfer agent.
  • Securitize Markets, LLC: An SEC-registered broker-dealer, a member of FINRA and the Securities Investor Protection Corporation (SIPC), and an SEC-regulated Alternative Trading System (ATS).
  • Securitize Capital, LLC: An Exempt Reporting Adviser filing with the SEC.
  • Securitize Fund Services, LLC: A fund administration provider supporting tokenized investment vehicles.

In Europe, Securitize operates through Securitize Europe Brokerage and Markets, S.A., which is authorized as an Investment Firm by the Spanish National Securities Market Commission (CNMV) and operates a Trading & Settlement System under the EU DLT Pilot Regime.[1][10] It is specified that crypto assets offered through its platform are handled by a third party, Zero Hash, and are not protected by SIPC or the Federal Deposit Insurance Corporation (FDIC).[2]

Acquisitions

  • Pacific Stock Transfer: Acquired in February 2022, this acquisition helped Securitize integrate traditional transfer agent services with its digital capabilities.
  • Onramp Invest: Acquired in August 2023, this purchase expanded Securitize's offerings for financial advisors and wealth managers.[1]

Investors

Securitize is backed by a consortium of venture capital firms and strategic corporate investors from both the traditional finance and industries. Key investors include BlackRock, Morgan Stanley, Invest, Capital, Ventures, SPiCE VC, , Ava Labs, Mouro Capital, MUFG, Nomura, and Sony Financial Ventures.[1][3]

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