Securitize Fund Services Brings Institutional-Grade Reporting to Onchain Vaults via Upshift Deal

New updates have been reported about Securitize.

Securitize is expanding its institutional infrastructure for digital assets through a new partnership between Securitize Fund Services and Upshift, an onchain yield platform, to apply full fund-administration rigor to onchain vaults. Under the arrangement, Securitize Fund Services will deliver independent performance reporting, investor-level allocation transparency, and reconciliation of complex onchain and protocol activity for Upshift-managed vaults, producing audit- and tax-ready data suitable for institutional allocators.

The initiative extends Securitize’s Vault Registrar architecture, which already supports identity-linked, investor-specific vaults, by adding a third-party validation layer that independently confirms ownership and performance at the investor level. By aligning onchain vaults with the reporting, transparency, and control standards used in traditional funds, Securitize aims to lower barriers for regulated and institutional capital to deploy into DeFi-style vault structures.

Management frames the move as a response to growing institutional interest in tokenized and onchain products that nonetheless require independent reporting and standardized reconciliation to meet internal risk, audit, and compliance expectations. Securitize Fund Services, which already administers more than 700 private and listed funds, will apply its existing digital-asset fund administration, portfolio accounting, and investor-relations capabilities to this new vault-reporting segment.

The partnership is strategically significant as Securitize pursues a broader onchain asset strategy and prepares for a proposed business combination with Cantor Equity Partners II, a SPAC sponsored by an affiliate of Cantor Fitzgerald. Upon completion, the combined entity, Securitize Holdings, Inc., is expected to list on NYSE or Nasdaq under the ticker SECZ, subject to regulatory and shareholder approvals and other closing conditions.

This onchain vault initiative supports Securitize’s positioning as a leading platform for tokenizing real-world assets, where it already manages over $4 billion in AUM as of April 2026 and partners with large asset managers. It also leverages Securitize’s regulated footprint across the U.S. and EU, including its broker-dealer, transfer agent, advisory, fund-administration, and DLT Pilot Regime licenses, which together provide a compliant framework for institutions seeking exposure to tokenized funds and digital-asset strategies.

If institutional adoption of curated vaults accelerates, the Upshift collaboration could drive incremental administration revenue, deepen Securitize’s role in onchain capital markets, and create cross-sell opportunities into its trading, transfer, and tokenization services. However, management notes in its SEC filings that execution remains contingent on regulatory developments, market conditions for digital assets, SPAC transaction risks, and the pace at which institutional allocators become comfortable with onchain products that depend on robust, independent reporting infrastructure.