Founded to solve the fundamental challenges facing enterprises adopting tokenized securities. As the issuer of our own tokenized equity in 2018, we gained firsthand appreciation of what makes sense to program into a smart contract, and what doesn't. This real-world experience shapes every aspect of our institutional platform.
We enable institutions to harness the transformative potential of distributed ledger technology for asset management and transfer agent functions. By providing flexible, regulatory-compliant infrastructure, we help enterprises avoid the "buy or build" dilemma that historically slows go-to-market execution and business strategy implementation.
To establish DLT as the standard for institutional asset management by delivering proven, scalable solutions that meet the security, compliance, and operational requirements of modern financial institutions. We envision a future where digital asset infrastructure is as fundamental to finance as core banking systems are today.
The institutional principles that guide everything we build and every relationship we foster
Every product and feature is designed with compliance at its core. We don't retrofit regulation—we build it in from day one, ensuring institutional clients can operate with confidence in the most demanding regulatory environments.
Your data belongs to you. Our First-Party Architecture ensures complete control and ownership of your information and processes, eliminating third-party dependencies that compromise institutional autonomy.
Built to evolve with technology and regulation. Multi-chain support, API-first architecture, and extensible infrastructure ensure your investment remains relevant as the digital asset landscape evolves.
Our founding team combines deep financial industry expertise with proven technology leadership
Our leadership brings together deep institutional finance expertise with proven technology innovation. This combination of real-world capital markets experience and technical excellence drives our platform design, ensuring practical solutions that address genuine enterprise needs rather than theoretical use cases.
Veteran technologist and entrepreneur with deep expertise in digital asset infrastructure, capital markets, and regulatory technology. Dave's leadership drives Vertalo's institutional strategy and platform vision, ensuring solutions that meet the demanding requirements of modern financial institutions.
Technical architect behind Vertalo's API standard and securities protocol. Published author on interoperability and transparency in private asset management. Kyle's technical leadership ensures Vertalo's infrastructure meets the performance, security, and scalability requirements of institutional operations.
Vertalo operates as an SEC Registered Transfer Agent, ensuring full regulatory compliance and institutional-grade oversight. Our regulatory-first approach provides the foundation for enterprise adoption of tokenized securities infrastructure.
Registered with the Securities and Exchange Commission as a transfer agent under Section 17A of the Securities Exchange Act of 1934. Full regulatory supervision and periodic examination.
Enterprise-grade security controls and compliance frameworks that meet institutional requirements for handling sensitive financial data and digital assets.
Key milestones in building institutional digital asset infrastructure
Vertalo founded with mission to bridge traditional capital markets and distributed ledger technology. Initial team of capital markets and technology veterans assembled to address the growing need for institutional-grade digital asset infrastructure.
Issued own tokenized equity, becoming one of the first companies to demonstrate the practical application of distributed ledger technology for traditional securities. This real-world experience provided crucial insights into regulatory requirements and operational challenges.
First-Party Architecture™ platform launches with initial cap table management and basic tokenization capabilities. Early adopter program begins with select fund managers and institutional clients seeking digital transformation.
Achieved SEC registration as transfer agent, becoming one of the first technology companies to receive this designation for digital asset infrastructure. This milestone established our regulatory leadership position.
Launched Self-Service SaaS platform featuring keyless custodial wallets and free tokenization based on the Vertalo Securities Protocol. These innovations established new standards for institutional digital asset operations and accessibility.
Established strategic partnership with Sumitomo Mitsui in Singapore, expanding institutional adoption of digital asset infrastructure in the Asia-Pacific region. This partnership demonstrates growing global demand for compliant tokenization solutions.
Discover how Vertalo can modernize your asset management infrastructure with institutional-grade security, regulatory compliance, and operational excellence.