Agentic Tokenization & Transfer Agency

Tokenization and transfer agency, built for AI.

The software platform that connects and enables the digital asset ecosystem — a cost-effective, secure path to tokenization for issuers, asset managers, and transfer agents, integrated into your systems without becoming another intermediary. In production since 2018, across four blockchains.

SEC-registered transfer agent since 2019  ·  CIK 0001793379
issue_tokenized_security.ts GraphQL
// One typed call. AI agent or human — same surface.
const tx = await vertalo.transfers.create({
  type: 'issuance',
  chain: 'aptos',  // or ethereum, tezos…
  issuer: 'iss_8x42',
  security: 'reg-d-506c',
  holders: capTable.accredited(),
});

{ id: 'tx_19f…', status: 'settled', onchain: true }
$500M+
Assets On Chain
100+
Issuers & clients
200K+
Investors
4
Blockchains
8 yrs
In production
The platform

Four capabilities, built to work as one.

AI, an open API, regulated transfer agency, and production tokenization — engineered together over nearly a decade and proven across 100+ issuers and 200,000+ investors. Capabilities like these take years to build, and more years to test.

AI, across the platform

Woven through compliance, recordkeeping, and operations — and ready for AI agents, not just human operators.

Agent-ready API surface

Typed SDKs, 200+ GraphQL endpoints, and webhooks built for agents — not just human operators.

Regulated transfer agency

SEC-registered standing in production — as your Primary TA, your Sub-TA, or the technology behind your own.

Tokenization in production

Nine years of live issuance and transfer across four blockchains, tested at institutional scale.

Together they offer a different path — Agentic Tokenization and Transfer Agency — one that's cost-effective, secure, and designed for what comes next.

Issuer DNA
2018
Issuing natively on-chain since March

Vertalo didn't study this market — we started in it. We tokenized our own equity on-chain in March 2018, in one of the first real-world-asset issuances ever done. That issuer DNA shaped every part of the platform: the auth edge cases, the multi-class cap tables, the on-chain and off-chain reconciliation are already solved, in production, and tested at scale.

So you don't have to build it — and test it — from scratch.
A different path

Predictable, low-friction, and never in your way.

Vertalo competes against four things — high cost, high friction, low trust, and being one more intermediary — not against other companies. We're a software platform that connects and enables the digital asset ecosystem, used the way that makes sense for your business.

Instead of high cost

Predictable cost

Software pricing you can forecast and budget against — not broker-dealer BPS pricing that scales with every transaction.

Instead of high friction

Integrate in weeks

One typed API over a shared ledger — weeks, not months or years, and no disruption to the systems you already run.

Instead of low trust

Proven and regulated

SEC-registered since 2019 and nine years in production, with capabilities tested over years at institutional scale.

Instead of another intermediary

Never a counterparty

Vertalo is software — not a broker-dealer or consultancy. We're not a counterparty, not an intermediary, not a new point of friction. You keep your clients, your standing, and your relationships.

Transfer agency, your way

Be our client — or run on our technology.

Most transfer agents weren't built to tokenize, and a rip-and-replace rebuild isn't realistic. Vertalo meets you where you are: as your transfer agent, behind your transfer agent, or as the platform inside your own infrastructure.

Primary TA

Primary Transfer Agent

Vertalo is the SEC-registered transfer agent of record, running the full digital-securities lifecycle for your issuers — issuance to redemption.

Sub-TA

Sub-Transfer Agent

Vertalo operates behind your existing transfer-agent relationship, adding digital and tokenization capability to your book without disrupting it.

TA Tech Provider — the differentiator

The technology behind your TA

Deploy the Vertalo platform inside your own cloud and security perimeter. Your developers build on our Shared Ledger as a single Golden Source — and you keep the client relationship and the regulatory standing.

Hosted in Vertalo's cloud for rapid development, or fully inside your security perimeter for production. Many clients use both.

How we work

An open system, not a walled garden.

Vertalo works with your team and your embedded processes — standing behind you and performing in the background, never as a new intermediary. And when you're ready, there's an orderly path from traditional transfer agency to full RWA tokenization, at the pace that suits your business.

STAGE 01

Traditional transfer agency

Keep your book-entry operations, your records, and your client relationships exactly as they are today.

STAGE 02

Digital & hybrid

Add a digital cap table and run on-chain and off-chain positions side by side, from one golden source.

STAGE 03

RWA tokenization

Issue and service tokenized securities across chains — fully in production, when the time is right.

Speed to the market of the future, at your pace — augment now, tokenize when you're ready.

Developer platform

Integrate in weeks, not months or years.

Legacy systems made integration slow, costly, and brittle. A single typed GraphQL endpoint, built around a Shared Ledger that acts as one Golden Source of truth, turns an integration that once took months or years into one that takes weeks.

Single GraphQL endpoint Typed SDKs · TS & Python Rolled-up & create-or-get calls Webhooks & async events Role-based access below the API Sandbox with real data AI scaffolding
"Make the first thirty minutes of integration feel like working with Stripe."
Explore the developer platform →
LAYER 3 — ECOSYSTEM
Community · Partner Program · Portal
Shared prompts & integration patterns that compound.
LAYER 2 — ACCELERATION
Components · Reference Apps · AI Scaffolding
Fork a working transfer-agent app, wired to the sandbox.
LAYER 1 — FOUNDATION
Typed SDK · Webhooks · Sandbox
AI-readable interfaces that generate correct code first try.
AI, applied

AI woven through the platform.

01

Agents run the lifecycle

Issuance, transfer, and recordkeeping that always depended on specialist humans and slow point-to-point integrations can now be carried out by AI agents — or people — over the same clean API.

02

AI across operations

Compliance, KYC/AML, and cap-table intelligence, handled with AI in the flow of work.

03

Grounded assistant

The on-site assistant answers from Vertalo's own platform data and our Chain-Enabled research — not the open web.

Ask Vertalo
● grounded · online
What makes Vertalo different from a tokenization platform?
Many tokenization platforms hold the tokenization piece and sometimes a transfer-agent license, but tend to be tied to a single chain. Vertalo brings four things together — AI, an open GraphQL API, SEC-registered transfer agency, and nine years of production tokenization — over a chain-agnostic layer (the VSP) that others can build on too.↳ Source: Chain-Enabled · Vertalo platform docs
Answers grounded in Vertalo data & chainenabled.io
Who we serve

Built for the people moving private markets on-chain — and preparing to Tokenize the World.

From private securities today to publicly-traded assets next, Vertalo gives transfer agents, asset managers, and issuers the platform to tokenize the world of real-world assets.

Transfer agents

Add digital and tokenization capability — behind you as a sub-TA, or as the technology inside your own cloud.

  • TA Tech Provider deployment
  • White-label tokenization
  • Keep your standing & clients
  • No rip-and-replace

Asset & fund managers

Tokenize fund interests and manage investors with less cost and reconciliation overhead.

  • Digital cap table
  • Investor onboarding & KYC
  • Distribution management
  • Real-time golden-source data

Issuers

Issue and service digital and tokenized securities across the full lifecycle, issuance to redemption.

  • Token issuance & lifecycle
  • Compliance built in
  • Multi-chain, your choice
  • One platform, one record

The wider ecosystem

Connect the broker-dealers, ATSs, and custodians around every deal through one open API.

  • Settlement & reporting hooks
  • Market-data distribution
  • Custody integrations
  • No new intermediary
Deployment

Run it in our cloud, or fully inside yours.

The same complete stack — you choose where it lives. Vertalo-hosted for rapid development and minimal start-up cost, or inside your own security perimeter for production sovereignty and control.

Most control

First-Party Architecture

Complete sovereign infrastructure in your own secure environment. Unified cap table, transfer-agent operations, and multi-chain tokenization with absolute control.

Dedicated

Dedicated SaaS

An exclusive isolated instance with custom security configuration and white-glove support for mission-critical operations.

Fastest

Shared SaaS

Full platform access through secure shared infrastructure, with institutional security and compliance frameworks built in.

Aptos
Ethereum
Tezos
Solana*
Canton*
VSP
Vertalo Securities Protocol

One protocol. Every chain. No lock-in.

The VSP is the chain-agnostic layer that lets issuers pick the right chain for the job without re-platforming. Adding a chain doesn't require rearchitecting anything.

It's neutral by design — which is why other platforms and transfer agents can license it instead of rebuilding it.

Agnostic by design
Chain-agnostic

Issue on the chain that fits, and add new ones without re-platforming.

Structure-agnostic

Equity, debt, funds, or hybrids — model any security structure.

Asset-agnostic

Real estate, private equity, credit, collectibles — any underlying.

Jurisdiction-agnostic

Built to work across regulatory regimes and markets.

Regulatory coverage

All five SEC tokenization models, supported.

In January 2026, the SEC's divisions set out the taxonomy of tokenized securities. Vertalo supports every model in it — operating as an SEC-registered transfer agent at the center of the issuer-sponsored approach.

01

Issuer-sponsored · on-chain

The master securityholder file lives on-chain; a token transfer is the security transfer. Vertalo's home base as a registered TA.

02

Issuer-sponsored · off-chain

Records stay off-chain; the token effects and notifies the transfer on the master securityholder file.

03

Custodial entitlement

A third party tokenizes a security held in custody; the token evidences the holder's interest.

04

Linked security

A token giving synthetic exposure to a referenced security, issued by a third party.

05

Security-based swap

A security-based swap formatted as a token, for eligible contract participants.

SEC Divisions' Statement on Tokenized Securities →  ·  Jan 28, 2026. A staff statement, not a rule.

A different path forward.

Cost-effective, secure, and designed for the future of Agentic Tokenization and Transfer Agency. Let's talk about running Vertalo as your transfer agent, behind your transfer agent, or as the technology inside your own platform.