Securitize Acquires MG Stover's Fund Administration Business

Securitize Acquires Pacific Stock Transfer

February 16, 2022

Financial Services

Securitize, a digital-asset securities firm, has acquired Pacific Stock Transfer, a full-service stock transfer agency headquartered in Las Vegas. The acquisition expands Securitize's transfer-agent capacity and client base—bringing Pacific Stock Transfer's issuer relationships and 1.2 million shareholder accounts onto Securitize's blockchain-enabled share issuance and management platform; the transaction closed on February 16.

Boathouse Capital Invests in PolySign; PolySign Acquires MG Stover

April 22, 2022

Financial Services

Boathouse Capital completed a growth investment in PolySign to accelerate product development and institutional offerings. PolySign used the capital to acquire MG Stover, a leading digital fund administrator, expanding PolySign’s vertically integrated custody, trading and fund administration capabilities for institutional investors.

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.

Ultimus Fund Solutions Acquires FD Fund Administration

December 16, 2021

Financial Services

Ultimus Fund Solutions acquired FD Fund Administration and will merge the FD team into its private fund business unit, Ultimus LeverPoint Private Fund Solutions. The transaction, backed by private equity firm GTCR and closed December 15, 2021, expands Ultimus' private fund administration scale, geographic footprint and capabilities across real estate, credit and infrastructure 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.

FMG Acquires Vestorly to Boost AI-driven Marketing Capabilities

July 27, 2022

Software

FMG, a San Diego-based SaaS marketing platform for financial advisors and insurance agents, has acquired Vestorly, an AI-driven content curation company headquartered in New York. The acquisition expands FMG’s artificial intelligence capabilities and brings Vestorly’s content management engine and client base into FMG’s all-in-one marketing platform to improve personalization and engagement for financial professionals.