Securitize Logo

The transfer agent that grows with you

Manage all aspects of the lifecycle: Capital Formation, Issuance of securities, financial distributions, corporate actions and public filings.

3000+

Clients

1.3M+

Shareholders managed

1st

Registered digital
transfer agent

Features and Services

Transfer Agency and Shareholder Management
As a full service, SEC-registered stock transfer agent, we manage shareholder onboarding, issuances, transfers, recordkeeping, and shareholder communications.
Securitize makes it possible for you to choose between digital asset securities and traditional book-entry shares, so you can offer the best possible shareholder experience. 

Dividend and Reinvestment Services
Shareholders want an easy-to-understand process when it comes to their dividends and reinvestment options. We help you plan and execute investment programs and dividend reinvestment plan (DRIP) elections, strengthening your shareholder relationships in the process.

Compliance Automation
The Securitize technology embeds onboarding and jurisdictional restrictions to prevent unauthorized access to investments or fraudulent transactions.

Industry Expertise and True Customer Success
We know every business is on a different journey, and managing the lifecycle of your security involves a lot of moving parts. Our clients are assigned a personalized success manager to best understand your goals and help navigate your security's lifecycle with ease.

Explore our business solutions

Compliant Investor Onboarding

Simplify and reduce friction during your investor onboarding process with Securitize iD

How Modern Transfer Agents Improve Capital Efficiency

Read what happened when Buzzfeed employees were unable to transfer their equity into cash after BuzzFeed’s IPO.

Transfer Agent 101

What they do, why you need them, and which type is best for your company.

Let's Talk

Get in touch with our sales team to learn more.

© 2024 Securitize, LLC
All rights reserved
info@securitizemarkets.io
*:

Only international investors pursuant to the regulations associated with the investor's country of residence.

Check the background of Securitize Markets on Finra BrokerCheck.

Securities are offered through Securitize Markets, LLC, (“Securitize Markets”) a registered broker-dealer and member FINRA/SIPC. Neither Securitize Markets, nor any of its affiliates provide any investment advice or make any investment recommendations to any persons, ever, and no communication through herein or in any other medium should be construed as such. Securities offered on the Securitize Markets ATS have not been registered under the Securities Act of 1933 and may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. Assets listed herein, such as digital assets or tokens using blockchain, are speculative, involve a high degree of risk, are generally illiquid, may have no value, have limited regulatory certainty, are subject to potential market manipulation risks and may expose investors to loss of principal. Investments in private placements, start-up investments in particular, are also speculative and involve a high degree of risk. Investors must be able to afford the loss of their entire investment. Eligibility to buy and sell securities on the Securitize Markets ATS is determined by Securitize Markets in its sole discretion. Offers to sell, or the solicitations of offers to buy any security can only be made through official offering documents that contain important information about risks, fees and expenses associated with the applicable securities available for trading on the Securitize Markets ATS. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed herein, and are encouraged to consult with a financial advisor, attorney, accountant, tax advisors, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Past performance is not indicative of future results. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided herein or through any references/links herein. Any financial projections or returns shown herein are provided by the issuer of the relevant security and Securitize Markets has not verified the accuracy. Further, there can be no assurance that any valuations provided by issuers are accurate or in agreement with market or industry valuations. Securitize Markets and its affiliates make no representations or warranties as to the accuracy of such information. Securitize Markets may collect certain information about you that helps us comply with various securities regulations and rules and the USA PATRIOT Act, a Federal law that requires all securities firms to obtain, verify, and record information that identifies each applicant. The information also helps us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you. The term “Investors” used on this website, typically refers to accredited investors where applicable. Please note: if we cannot verify the information you provide, we may be required to restrict or deny your account. Trading during Extended Hours Trading Sessions carries unique risks, such as greater price volatility, lower liquidity, wider bid/ask spreads, and less market visibility, and may not be appropriate for all investors. There is no guarantee that a diversified portfolio will enhance overall returns, outperform a non-diversified portfolio, or prevent against loss. By accessing this site and any pages thereof, you agree to be bound by our Terms of Service and Privacy Policy.