Securitize Fund Services and Upshift Partner to Deliver Institutional-Grade Reporting for Onchain Vaults
Rhea-AI Summary
Securitize (Nasdaq: CEPT) partner Securitize Fund Services with Upshift to provide institutional‑grade, audit‑ready reporting for onchain vaults. The collaboration adds independent performance reporting, investor‑level allocation transparency, and full reconciliation of onchain and protocol activity to identity‑bound vaults.
This integration aims to make curated vaults compatible with institutional reporting, tax and audit requirements, and to increase operational confidence for allocators and regulated entities.
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News Market Reaction – CEPT
On the day this news was published, CEPT gained 1.90%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Sector peers in Blank Checks showed mixed moves: one notable gainer (VACH +2.23%), one decliner (HYAC -2.36%), and others flat. With CEPT unchanged, the setup points to stock-specific drivers tied to the Securitize partnership rather than a coordinated SPAC-sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Apr 09 | Leadership appointment | Positive | +0.0% | Named former SEC director Brett Redfearn as President and board member. |
| Apr 08 | Platform expansion | Positive | +0.2% | Tokenized Currenc Group ordinary shares across Ethereum and Solana. |
| Jan 28 | S-4 filing update | Positive | +4.1% | Filed Form S-4 with strong revenue growth for Securitize ahead of merger. |
| Nov 21 | Investor webcast | Positive | +0.1% | Announced webcast reviewing proposed Securitize–CEPT business combination. |
| Nov 13 | Draft S-4 submission | Positive | -2.2% | Confidentially submitted draft Form S-4 for the business combination. |
News around the Securitize business combination and platform expansion has generally produced modest positive or flat moves, with one negative divergence on a registration filing update.
Over the last six months, CEPT’s news flow has centered on its proposed business combination with Securitize and related growth milestones. The Form S-4 filing on Jan 28, 2026 highlighted strong revenue growth and drew a 4.1% gain. Subsequent updates included webcast and communication filings around the merger structure, plus operational news like tokenizing Currenc Group shares and appointing Brett Redfearn as President. Those items saw flat-to-small positive reactions. Today’s onchain vault reporting partnership fits the pattern of building out Securitize’s fund administration and tokenization capabilities ahead of the SECZ listing.
Market Pulse Summary
This announcement highlights Securitize Fund Services’ partnership with Upshift to add independent, institutional-grade reporting to onchain vaults. For CEPT, it reinforces the strategic narrative behind the proposed Securitize business combination, complementing prior S-4 filings and product launches. Historical disclosures showed strong revenue growth and a clear plan to list as SECZ. Investors may watch for further client wins, regulatory milestones, and closing progress on the transaction to gauge how these capabilities translate into the combined company’s profile.
Key Terms
onchain vaults technical
fund administration financial
allocation tracking financial
audit-ready reporting financial
vault registrar technical
AI-generated analysis. Not financial advice.
Applies institutional fund administration, independent reporting, allocation tracking, and performance transparency, to onchain vaults
This partnership represents the first application of institutional fund administration tools and expertise: independent reporting, allocation tracking, and performance transparency to onchain vaults. Securitize Fund Services will provide Upshift's curators and depositors with independent performance reporting, investor-level allocation transparency, and full reconciliation of complex onchain and protocol-level activity, delivering audit- and tax-ready data.
The initiative extends Securitize's Vault Registrar architecture, which enables identity-bound, investor-specific vaults, by adding a fund administration layer that independently validates performance and ownership at the investor level.
"Onchain vaults are increasingly being used like funds, but they've operated without independent reporting or standardized reconciliation," said Mikhail Davidyan, Head of Fund Services at Securitize. "That's a blocker for institutional capital. This partnership introduces a trusted third-party layer that delivers transparent performance, verified allocations, and audit- and tax-ready data, bringing vaults in line with how professional investors evaluate and deploy capital."
"Curated vaults have become one of the primary ways capital is deployed onchain, but the transparency and reporting infrastructure hasn't fully reached institutional-grade to allow for regulated, publicly traded companies to join that shift," said Aya Kantarovich, Co-founder at Upshift. "By working with Securitize Fund Services, we're giving allocators the independent reporting, visibility, and operational confidence they need to comply with reporting requirements, without compromising the efficiency and composability that make vaults powerful."
For more information about vault institutional-grade vault reporting, please visit: https://securitize.io/digital-asset-reporting
About Securitize
Securitize, the world's leader in tokenizing real-world assets with
For more information, please visit:
Website | X/Twitter | LinkedIn
About Securitize Fund Services
Securitize Fund Services is a leading digital asset fund administrator across 700+ private and listed funds. SFS provides full-service fund administration, portfolio accounting, investor relations, and crypto fund services. Learn more at securitize.io/fund-services and securitize.io/digital-asset-reporting.
About Upshift
Upshift is a leading multi-chain, multi-protocol vault provider that has been tapped by a number of wallets, exchanges and neobanks to launch custom vaults. Upshift is notably the core vault provider for Solana, Stellar and soon Ripple native, and reached
Professional curators use Upshift to launch products spanning DeFi and CeFi yield-generation, PayFi solutions, and RWA redemption facilities on 30+ chains. The infrastructure enforces TradFi-grade risk controls and accounting at the protocol, chain, and token levels. Upshift raised a
Learn more at upshift.finance.
Background Information on Securitize's Business Combination
On October 28, 2025, Securitize, Inc. ("Securitize") and Cantor Equity Partners II, Inc. (Nasdaq: CEPT) ("CEPT"), a special purpose acquisition company sponsored by an affiliate of Cantor Fitzgerald, announced that they entered into a definitive business combination agreement for a proposed business combination (the "Proposed Business Combination"). Upon closing of the Proposed Business Combination, the combined company, Securitize Holdings, Inc. ("Pubco"), is expected to become publicly listed on NYSE or Nasdaq under the ticker symbol "SECZ".
The Proposed Business Combination is expected to be completed in the first half of 2026, subject to regulatory approvals, approval by CEPT's shareholders, and other customary closing conditions. Additional information about the Proposed Business Combination, including a copy of the business combination agreement, is available in the Current Report on Form 8-K filed by CEPT, and in the registration statement on Form S-4 filed by Securitize and Pubco with the
Forward-Looking Statements
This press release contains certain forward-looking statements within the meaning of the
Forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "potential," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions. These statements are based on management's current expectations and assumptions and are subject to risks and uncertainties.
Many factors could cause actual results to differ materially from those described in these forward-looking statements, including, but not limited to: the risk that the Proposed Business Combination may not be completed in a timely manner or at all; the failure to satisfy closing conditions, including CEPT shareholder approval; the level of redemptions by CEPT's public shareholders; the ability of Pubco to meet the requisite NYSE or Nasdaq listing standards; regulatory developments relating to digital assets and tokenization; market volatility; competition; and those risks factors described in the filings of Securitize, CEPT and/or Pubco with the SEC.
Forward-looking statements speak only as of the date they are made. None of Securitize, CEPT or Pubco undertakes any obligation to update or revise any forward-looking statements, except as required by law.
Important Information and Where to Find It
In connection with the Proposed Business Combination, Securitize and Pubco have filed a registration statement on Form S-4 (the "Registration Statement") with the SEC, which includes a preliminary prospectus with respect to the securities to be issued in connection with the Proposed Business Combination and a preliminary proxy statement with respect to the shareholder meeting of CEPT to vote on the Proposed Business Combination. After the Registration Statement has been declared effective, CEPT will mail a definitive proxy statement to its shareholders as of the record date established for voting on the Proposed Business Combination. CEPT shareholders and other interested persons are urged to read the Registration Statement, including the preliminary proxy statement/prospectus contained therein and any amendments thereto, and, when available, the definitive proxy statement/prospectus, along with other documents filed with the SEC by Securitize, CEPT and/or Pubco, because these documents contain important information about Securitize, CEPT, Pubco and the Proposed Business Combination. Copies of these documents may be obtained free of charge at the SEC's website at www.sec.gov.
NEITHER THE SEC NOR ANY STATE SECURITIES REGULATORY AGENCY HAS APPROVED OR DISAPPROVED THE TRANSACTIONS DESCRIBED IN THIS DOCUMENT, PASSED UPON THE MERITS OR FAIRNESS OF THE PROPOSED BUSINESS COMBINATION OR RELATED TRANSACTIONS OR PASSED UPON THE ADEQUACY OR ACCURACY OF THE DISCLOSURE IN THIS DOCUMENT. ANY REPRESENTATION TO THE CONTRARY CONSTITUTES A CRIMINAL OFFENSE.
Participants in the Solicitation
Securitize, CEPT, Pubco and their respective directors, executive officers and certain other members of management and employees may be deemed under SEC rules to be participants in the solicitation of proxies from CEPT's shareholders in connection with the Proposed Business Combination. Information regarding the names and interests of such persons is, or will be, contained in the filings of Securitize, CEPT and/or Pubco with the SEC, including the Registration Statement and the proxy statement/prospectus.
No Offer or Solicitation
This press release is for informational purposes only and does not constitute a proxy statement or the solicitation of a proxy, consent or authorization with respect to any securities or in respect of the Proposed Business Combination, nor shall it constitute an offer to sell or a solicitation of an offer to buy any securities. No offer of securities shall be made except by means of a prospectus meeting the requirements of the Securities Act of 1933, as amended, or an exemption therefrom.
Securitize Media Contact:
Tom Murphy
Tom.murphy@securitize.io
Investor Relations
investor.relations@securitize.io
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SOURCE Securitize