SECURITIZE Business Summary

Securitize Inc. (NYSE: SECZ) operates as a leading end-to-end platform for the tokenization of real-world assets (RWAs), generating revenue through a mix of transaction-based fees, recurring asset servicing fees, and fund administration charges. The company’s business is bifurcated into two primary segments: Tokenization, which provides the regulated on-chain infrastructure for the issuance and distribution of digital securities, and Asset Servicing, which encompasses its roles as an SEC-registered transfer agent, broker-dealer, and investment adviser. As of July 2026, Securitize manages nearly $5 billion in assets under management (AUM), bolstered by high-profile partnerships with institutional giants like BlackRock, for whom it serves as the transfer agent for the BUIDL fund. Within the competitive landscape, Securitize competes directly with firms such as Ondo Finance, Figure, and INX, distinguishing itself as the only vertically integrated provider licensed to operate regulated digital-securities infrastructure across both the U.S. and EU markets. The company was co-founded in 2017 by Carlos Domingo, Shay Finkelstein, and Jamie H. Finn, leveraging a deep pedigree in venture capital and telecommunications. The current leadership team is headed by Co-Founder and CEO Carlos Domingo, a former executive at Telefónica and founder of SPiCE VC, and President Brett Redfearn, the former Director of the SEC’s Division of Trading and Markets. Shay Finkelstein serves as the Chief Technology Officer, overseeing the firm’s proprietary Digital Securities (DS) Protocol. Securitize is backed by a blue-chip roster of investors including BlackRock, Morgan Stanley, Blockchain Capital, and Hamilton Lane. Following its July 2026 public debut via a merger with Cantor Equity Partners II, the company further strengthened its governance by appointing veteran banking executives Rebecca Macieira-Kaufmann (formerly of Citigroup) and Manolo Sánchez (formerly of BBVA Compass) to its Board of Directors.