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Digital Transfer Agent Services

Maximize your relationships with investors, employees, creditors, members, and customers.​​​​​

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Why use a transfer agent?

Securitize does more than just enable digital securities. As the first U.S. Securities and Exchange Commission (SEC) registered Transfer Agent in the digital securities space, we can facilitate the clearance and settlement of all securities transactions. We take the risk out of recording changes in ownership, maintaining corporate security holder records, and canceling and/or issuing certificates.

Our Services

Securitize utilizes end-to-end digital transfer agent technology to save you time and money.

Payouts & Distributions

US Dollar, International, Crypto

Offer your clients the option to complete the distribution process online with ACH, wire transfers, paper checks, or digital currency. Quickly and easily generate requisite tax documentation.

Communications

Powerful comms for investors

Communicate directly with shareholders using our investor outreach module. Issuers can manage and create transactional and marketing campaigns to inform shareholders of company news or events.

Governance

Voting tools

Manage voting events easily and entirely online from a single dashboard and hold annual or special shareholder meetings throughout the year

Issuer Services

Industry leading platform

Our feature-rich core platform that enables issuing and managing digital securities seamlessly integrates with all our TA services. Easily handle clawbacks & re-issuance.

Blockchain Power

Real-time captable

We use blockchain technology to track ownership and compliance for the securities. Secure. Immutable. Single-source of truth. Rule 301(b) compliant.

Section 12(g) Exemption

Maintain private company status

Crowdfunding companies raising with a Reg CF that use an SEC-registered transfer agent qualify for an exemption from Section 12(g).

Why should Securitize be your transfer agent?

  • We are a regulated entity, registered with the U.S. Securities and Exchange Commission.
  • We offer payouts in multiple currencies, including digital currencies like USDC.
  • We are funded by some of the biggest institutions in the world, such as MUFG, Nomura, Banco Santander, and more.
  • Our TA services work seamlessly with both digital securities and traditionally issued securities.

Special Offer for Reg CF Companies

We help enable the future of funding and investor management for Reg CF startups by providing future-proof solutions on a global scale.

The Securitize Advantage

The Securitize platform leads the industry in delivering market-ready, customer-driven products and services.

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Interested in upgrading your TA services?

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This site is operated by Securitize, Inc. (“Securitize”), which is not a registered broker-dealer. Securitize does not give investment advice, endorsement, analysis or recommendations with respect to any digital securities. All digital securities powered by Securitize’s technology are offered by, and all information related thereto is the responsibility of, the applicable issuer of such digital securities. Neither Securitize nor any of its officers, directors, agents and employees makes any recommendation or endorsement whatsoever regarding any digital securities powered by Securitize’s technology. Nothing on this website should be construed as an offer, distribution or solicitation of any digital securities. Securitize does not provide custodial services in connection with any digital securities powered by Securitize’s technology.