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Securitize Receives Approval to Enable Custody and Atomic Settlement for Tokenized Securities

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(Moderate)
Rhea-AI Sentiment
(Positive)
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Securitize (NASDAQ: CEPT) received FINRA approval on May 4, 2026 to expand broker-dealer activities through Securitize Markets, enabling custody of tokenized securities within a regular broker-dealer.

This approval permits custody, atomic onchain settlement between tokenized securities and stablecoins, and underwriter/selling-group participation for initial and secondary tokenized offerings.

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Positive

  • First broker-dealer approval to custody tokenized securities
  • Enables atomic onchain settlement between securities and stablecoins
  • Permitted to act as underwriter and selling-group participant
  • Consolidates custody and execution within a broker-dealer framework

Negative

  • None.

News Market Reaction – CEPT

+1.87%
1 alert
+1.87% News Effect

On the day this news was published, CEPT gained 1.87%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $11.66 Vol: Volume 422,218 is below t...
normal vol
$11.66 Last Close
Volume Volume 422,218 is below the 20-day average of 534,263 (relative volume 0.79). normal
Technical Trading above the 200-day MA, with price at 11.79 versus 200-day MA at 11.16.

Peers on Argus

CEPT is modestly higher while blank-check peers are mostly flat to down; only VA...
1 Up

CEPT is modestly higher while blank-check peers are mostly flat to down; only VACH appeared in momentum scanners with a ~5.03% move up and no news, supporting a stock-specific reaction rather than a sector-wide move.

Historical Context

5 past events · Latest: Apr 29 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Apr 29 Tokenization partnership Positive +3.6% Agreement with Computershare to enable issuer-sponsored tokenized shares for U.S. issuers.
Apr 22 Infrastructure partnership Positive +1.9% Securitize Fund Services and Upshift partner to deliver institutional-grade reporting for onchain vaults.
Apr 21 Board appointment Positive +0.0% Appointment of Sunil Sabharwal to Securitize’s Board to support tokenization strategy.
Apr 09 Executive hire Positive +0.0% Former SEC Trading and Markets Director Brett Redfearn named President and director.
Apr 08 Tokenization launch Positive +0.2% Currenc Group ordinary shares tokenized on Ethereum and Solana via Securitize platform.
Pattern Detected

Recent Securitize-related announcements about partnerships and governance have generally seen small positive or flat price moves, suggesting incremental but constructive reception to execution on the tokenization strategy.

Recent Company History

Over the past month, CEPT-linked news has focused on Securitize’s build-out of regulated tokenization infrastructure and governance. On Apr 8, tokenization of Currenc Group shares drew a small gain. Subsequent management additions on Apr 9 and Apr 21 saw flat reactions. Partnership and infrastructure news on Apr 22 and Apr 29 produced modest gains of 1.9% and 3.62%. Today’s FINRA-approved custody and atomic settlement capabilities extend this same theme of deepening onchain market infrastructure.

Market Pulse Summary

This announcement highlights FINRA-approved expansion of Securitize’s broker‑dealer to custody token...
Analysis

This announcement highlights FINRA-approved expansion of Securitize’s broker‑dealer to custody tokenized securities and support atomic settlement, extending its onchain IPO and trading infrastructure. Recent history shows a series of related milestones, from tokenizing public shares to institutional reporting partnerships and governance additions, with modestly positive price reactions up to 3.62%. Investors may focus on execution of these new capabilities, integration across the platform, and progress toward the proposed SECZ listing and closing conditions.

Key Terms

finra, broker-dealer, continuing membership application, atomic swaps, +4 more
8 terms
finra regulatory
"announced it received approvals from FINRA that enable a significant expansion"
FINRA is the U.S. self‑regulatory organization that oversees brokerage firms and individual brokers, setting and enforcing rules to protect investors and keep markets orderly. Think of it as a referee and rulebook keeper for the broker industry: it licenses brokers, monitors their behavior, enforces standards, and runs complaint and arbitration systems, so investors can check records and have a path to resolve disputes.
broker-dealer financial
"expansion of its broker-dealer activities through its subsidiary, Securitize Markets"
A broker-dealer is a licensed firm or individual that both executes trades on behalf of clients (acting as a broker) and buys or sells securities for its own account (acting as a dealer). Investors care because broker-dealers provide the plumbing of markets — they place orders, hold or move cash and securities, offer research or advice, and their stability and fees directly affect trade execution, costs, and the safety of client funds; think of them as a combined travel agent and taxi for your investments.
continuing membership application regulatory
"through FINRA's Continuing Membership Application (CMA) process, which is required"
A continuing membership application is a formal request a listed company files with a stock exchange or membership body asking permission to remain a member or keep its securities listed after a significant change (for example a merger, change of control, restructuring, or failure to meet routine requirements). Investors care because the decision determines whether the shares stay tradable on that market, affecting liquidity, pricing, and the ease of buying or selling stock—think of it like asking a club to renew membership after a major change that could affect who can enter.
atomic swaps technical
"enabling it to facilitate atomic swaps and clear and settle transactions"
An atomic swap is a way for two parties to exchange different cryptocurrencies directly with each other without using an intermediary, using a self-enforcing mechanism that makes sure either both sides of the trade happen or neither does. For investors, atomic swaps matter because they can reduce counterparty risk, lower trading costs and speed up settlements—similar to two people trading items through locked boxes that only open if both have put their item in place.
stablecoins financial
"transactions between tokenized securities and stablecoins onchain"
Stablecoins are a type of digital currency designed to maintain a steady value, often linked to traditional currencies like the dollar or euro. They function like digital cash that offers the convenience of online transactions while avoiding the large price swings common with other cryptocurrencies. This stability makes them useful for investors and users who want a reliable way to store and transfer value without exposure to sudden market changes.
underwriter financial
"approval also permits Securitize Markets to be an underwriter and selling group"
An underwriter is a financial firm that evaluates, guarantees and helps sell a new security offering—such as a stock or bond—by buying the issue from the issuer and reselling it to investors or organizing the sale. Think of them as a bridge or safety net: they take on the risk, set the price, handle marketing and paperwork, and their work determines how much money a company can raise and how smoothly the offering reaches the market.
ipo financial
"greatly enhance our capabilities to assist tokenizing securities during the IPO process"
An initial public offering (IPO) is the process by which a private company sells its shares to the public for the first time, making its ownership available on the stock market. This allows the company to raise money from a wide range of investors to fund growth or other goals. For investors, an IPO offers a chance to buy into a company early in its public journey, potentially benefiting if the company grows in value.
ats financial
"within our broker-dealer ATS, eliminating the need for fragmented processes"
An ATS (Alternative Trading System) is a private electronic platform that matches buyers and sellers of stocks or other securities outside the main public exchanges. Think of it as a private marketplace that can offer faster trades, lower costs or more privacy than the big exchanges; for investors this can affect how quickly trades fill, the price achieved and where trading volume is routed, which in turn influences liquidity and execution quality.

AI-generated analysis. Not financial advice.

Becomes the First to Offer Full Stack Onchain IPO Infrastructure

MIAMI, May 4, 2026 /PRNewswire/ -- Securitize (which has announced a proposed business combination with Cantor Equity Partners II, Inc. (Nasdaq: CEPT), the leading platform for tokenizing real-world assets, today announced it received approvals from FINRA that enable a significant expansion of its broker-dealer activities through its subsidiary, Securitize Markets, LLC, a member of FINRA.

The expanded approval was just granted through FINRA's Continuing Membership Application (CMA) process, which is required for broker-dealers to introduce new business lines or material capabilities. Through this process, Securitize Markets is now the first company to be approved to custody tokenized securities in a regular broker-dealer, enabling it to facilitate atomic swaps and clear and settle transactions between tokenized securities and stablecoins onchain. The approval also permits Securitize Markets to be an underwriter and selling group participant for both initial and secondary tokenized securities offerings.  

This milestone represents a major advancement for regulated digital asset markets, unlocking real-time, onchain settlement within a fully regulated broker-dealer framework and enhances Securitize's trading and distribution capabilities for tokenized securities.

Historically, these transactions required a multi-step, operationally complex process across separate accounts and intermediaries. By bringing custody and execution into the broker-dealer, Securitize can now enable these exchanges to occur in a single, seamless transaction, significantly reducing friction and settlement risk.

"Bringing custody of tokenized securities into the broker-dealer is a foundational unlock," said Carlos Domingo, Co-Founder and CEO of Securitize. "It allows us to facilitate atomic settlement transactions between securities and cash equivalents within our broker-dealer ATS, eliminating the need for fragmented processes and enabling markets to operate with the speed and efficiency of blockchain infrastructure within a regulated environment." 

Brett Redfearn, President of Securitize, added, "The underwriting and selling group approvals greatly enhance our capabilities to assist tokenizing securities during the IPO process.  The case for new and existing publicly traded companies to tokenize stock continues to get more compelling. We're excited about what comes next."

To learn more about how Securitize is enabling the next generation of onchain capital markets, and the expanded opportunity for companies to issue equity onchain visit: https://securitize.io/investments/stocks

About Securitize
Securitize, the world's leader in tokenizing real-world assets with $4B+ AUM (as of April 2026), is bringing the world onchain through tokenized funds in partnership with top-tier asset managers, such as Apollo, BlackRock, BNY, Hamilton Lane, KKR, VanEck and others. In the U.S., Securitize operates through its affiliates, including Securitize Markets, LLC, an SEC-registered broker-dealer that operates an SEC-regulated Alternative Trading System (ATS); Securitize Transfer Agent, LLC, an SEC-registered transfer agent; Securitize Capital, LLC, an Exempt Reporting Adviser; and Securitize Fund Services, LLC, which provides fund administration services. In Europe, Securitize operates through its affiliate Securitize Europe Brokerage and Markets, S.A., which is fully authorized as an Investment Firm and operates a Trading & Settlement System (TSS) under the EU DLT Pilot Regime, making Securitize the only company licensed to operate regulated digital-securities infrastructure across both the U.S. and EU. Securitize has also been recognized as a 2026 Forbes Top 50 Fintech company. 

For more information, please visit:
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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 U.S. Securities and Exchange Commission (the "SEC") and available at www.sec.gov.

Forward-Looking Statements

This press release contains certain forward-looking statements within the meaning of the U.S. federal securities laws, including statements regarding the proposed business combination involving Securitize, CEPT and Pubco, the anticipated listing of Pubco on NYSE or Nasdaq under the ticker symbol "SECZ," the expected timing and completion of the Proposed Business Combination, the anticipated benefits of the Proposed Business Combination, Securitize's growth strategy and expansion plans, market opportunity in tokenization and digital assets, regulatory developments, and future financial performance.

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

FAQ

What FINRA approval did Securitize receive on May 4, 2026 for CEPT?

Securitize received FINRA CMA approval to expand broker-dealer activities for Securitize Markets. According to the company, this enables custody of tokenized securities, atomic settlement between tokenized securities and stablecoins, and underwriting participation for tokenized offerings.

How does the FINRA approval affect onchain settlement for CEPT tokenized securities?

The approval permits atomic swaps and onchain clearing and settlement within a broker-dealer. According to the company, this allows real-time settlement between tokenized securities and stablecoins inside a regulated framework.

Can Securitize (CEPT) now underwrite tokenized IPOs after the FINRA decision?

Yes. The approval allows Securitize Markets to act as an underwriter and selling-group participant. According to the company, this covers both initial and secondary tokenized securities offerings.

What operational change does the CEPT approval bring to tokenized securities trading?

Custody and execution can occur within a single broker-dealer flow, reducing fragmented processes. According to the company, this replaces multi-step intermediary workflows with a streamlined onchain transaction.

Does the FINRA approval for Securitize (CEPT) apply industry-wide or only to Securitize Markets?

The approval applies specifically to Securitize Markets, the company's broker-dealer subsidiary. According to the company, this authorization is granted through Securitize Markets' Continuing Membership Application process with FINRA.