Securitize Acquires Pacific Stock Transfer

Securitize Acquires Distributed Technology Markets and Velocity Platform

October 15, 2020

Payments & Fintech

Securitize signed a definitive agreement to acquire Distributed Technology Markets, LLC (DTM), an SEC- and FINRA-registered broker-dealer and ATS, and to acquire Velocity Platform, LLC, a money services business with money transmitter licenses. The deal (terms undisclosed) is intended to expand Securitize’s regulated capabilities across primary issuance and secondary trading of private placement and digital asset securities and is subject to regulatory approvals.

Securitize Acquires MG Stover's Fund Administration Business

April 15, 2025

Financial Services

Securitize has acquired the fund administration business of MG Stover, adding the team and capabilities to Securitize Fund Services (SFS) and making SFS the largest digital-asset fund administrator. The deal expands Securitize’s fund administration, compliance, and reporting capabilities and increases SFS’s assets under administration to roughly $38 billion across 715 funds.

Securitize Acquires Onramp Invest

August 17, 2023

Financial Services

Securitize has acquired digital-asset wealth platform Onramp Invest, enabling registered investment advisors (RIAs) representing over $40 billion in AUM to offer tokenized alternative assets through Onramp’s dashboard. Onramp will operate as a subsidiary and integrate Securitize’s tokenized alternative investment products to expand distribution and advisor access to private-market strategies.

Ripple Acquires Standard Custody & Trust Company

February 13, 2024

Financial Services

Ripple has agreed to acquire Standard Custody & Trust Company, an institutional-grade digital-asset custody and trust platform (a subsidiary of PolySign, Inc.), to expand its portfolio of regulatory licenses and strengthen its custody and payments capabilities. The deal brings Standard Custody’s limited-purpose trust charter and money transmitter licenses into Ripple’s regulatory footprint; closing is subject to regulatory approvals and standard conditions.

Vistra Acquires Phoenix American's Fund Administration and Transfer Agent Business

August 5, 2024

Financial Services

Vistra has acquired the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc., excluding Phoenix American's aviation services business. The deal expands Vistra's US fund administration and transfer agent capabilities (including the STAR-XMS platform) and brings experienced Phoenix American staff — with Zane Doyle joining Vistra — to deepen Vistra's private markets and retail investor solutions.

SS&C Takes Minority Stake in Combined Equiniti and AST

December 21, 2021

Financial Services

SS&C Technologies has made a strategic minority investment in the newly formed company combining Equiniti and American Stock Transfer & Trust Company (AST), a business recently acquired by affiliates of Siris Capital Group. The investment joins SS&C with Siris and other investors to create a leading international provider of shareholder, transfer agent and regulatory technology and to explore commercial and product partnerships across the combined business.